News Archive

Every report the desk has filed, searchable by full text, topic, format, symbol and date range.

Filtering:CIEN

Nvidia Discount Draws Street Upgrades as AI Capex Cycle Extends Beyond 2026

BofA calls the pullback a 'compelling opportunity' while sell-side analysts argue the GPU replacement cycle is lengthening, as Nebius taps markets for $4.5bn in convertibles to fund AI infrastructure buildout.

A cluster of constructive AI-complex research landed simultaneously: Nvidia upgraded to Strong Buy on GPU cycle elongation and valuation, BofA flagging a 'deep discount,' Rosenblatt reiterating Buy on Cerebras, and Northland upgrading Ciena on strong supplier datapoints. Nebius's $4.5bn convertible offering underscores that neocloud capex financing remains wide open despite equity market skittishness.

SPECIAL REPORTBULLISH19 Aug 2026

AI & SemiconductorsNVDA CIEN CRBS NBIS IXICRead report →

Ciena Slides Nearly 9% as Analyst Trims Target, CFO Sells $2.15 Million in Stock

AI-networking equipment name gives back gains on a price-target cut, with insider disposals across the tape adding to a broader signal of executive profit-taking

Ciena shares fell almost 9% after an analyst reduced his price target on the optical networking supplier, a move compounded by disclosure that CFO Marc Graff sold $2.15 million in company stock. The session formed part of a wider pattern of heavy insider selling across mid-cap issuers.

BREAKING STORYBEARISH19 Aug 2026

AI & SemiconductorsCIEN JNJ RCMT INSW OMRead report →

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