Back to top

communications: Archive

Mark Vickery

Top Stock Reports for Meta Platforms, Marvell & Amphenol

Marvell's AI infrastructure gains, custom silicon growth and networking momentum point to a higher multi-year outlook.

APHPositive Net Change CHRWPositive Net Change MRVLPositive Net Change EVRNegative Net Change SDNegative Net Change VGPositive Net Change BKTIPositive Net Change METAPositive Net Change

Shreya Majumder

CIEN Falls 15.2% in a Week as AI Growth Faces Persistent Supply Risks

Ciena's 15.2% weekly slide contrasts with surging earnings and AI demand as supply, concentration and valuation risks put execution in focus.

CIENPositive Net Change CSCOPositive Net Change LITENegative Net Change

Shreya Majumder

Ciena's 2027 Growth Guide Raises the Stakes for AI Optical Demand

Ciena targets at least 30% fiscal 2027 revenue growth as AI networking demand builds, with backlog topping $10B expected despite supply constraints.

CIENPositive Net Change CSCOPositive Net Change LITENegative Net Change

Shreya Majumder

Is Ciena a Buy as 30% Growth Meets Its Premium Forward Valuation?

Ciena targets at least 30% fiscal 2027 revenue growth as AI demand rises, but its premium valuation, supply risks and cloud concentration raise the stakes.

CIENPositive Net Change CSCOPositive Net Change HPEPositive Net Change

Supriyo Bose

AST SpaceMobile vs. Jabil: Which Connectivity Stock is a Better Buy?

JBL edges ASTS as the better pick, backed by expected EPS growth, steadier estimates and a far cheaper valuation.

JBLPositive Net Change ASTSNegative Net Change TPositive Net Change VZPositive Net Change SANMPositive Net Change

Supriyo Bose

Verizon vs. SpaceX: Which Stock Has Better Growth Prospects?

VZ's 5G, broadband and fiber growth, stronger price performance and cheaper valuation make it better placed than SPCX despite slower 2026 sales growth.

VZPositive Net Change SPCXPositive Net Change

Aritra Chatterjee

AT&T vs. Nokia: Which Telecom Stock Is the Better Buy Now?

AT&T and Nokia are positioning for an AI-driven shift in telecom, with fiber, 5G, cloud and network technology shaping the outlook.

TPositive Net Change NOKPositive Net Change ERICPositive Net Change

Shivangi Deora

Can Ciena Sustain Its Strong Growth Amid Rising Optical Demand?

CIEN's record results, surging optical demand and $8.5B backlog fuel growth. Supply constraints remain a key hurdle.

CIENPositive Net Change GLWPositive Net Change VIAVPositive Net Change

Zacks Equity Research

Company News for Sep 11, 2026

Companies in The News Are: AAPL, LEN, T, NEM

TPositive Net Change AAPLPositive Net Change NEMPositive Net Change LENPositive Net Change

Aritra Chatterjee

Celestica vs. Corning: Which AI Infrastructure Stock is a Better Buy?

CLS and GLW are tapping the AI infrastructure boom from different parts of the data-center ecosystem.

GLWPositive Net Change CLSPositive Net Change AMDPositive Net Change