Ciena benefits from increased cloud provider exposure, rising from about 25% to 42% in two years, which smooths its historically volatile telecom revenue. Its revenue growth is durable and less cyclical, with gross margins stable around 45%, but it lacks the explosive pricing power or margin improvements seen in other AI-driven infrastructure peers. The company's economic profile aligns more with high-quality infrastructure hardware rather than scarcity-driven AI plays. The analyst maintains a Hold rating, noting that recent valuation gains have outpaced fundamental improvements, and future results must demonstrate margin growth or sustained quality mix to justify upside.
Veea Inc. has announced the commercial release of VeeaONE, a full-stack AI infrastructure platform that integrates edge-to-cloud hardware and software. The platform supports VeeaWare middleware on NVIDIA Jetson and x86/Arm servers, enabling secure, l...
Virtuals Protocol has introduced customizable tokenized indexes on the Robinhood Chain, allowing users to combine multiple assets into a single token. This innovation enables users to create and manage their own asset baskets and earn fees when other...
US spot Bitcoin ETFs saw net inflows of $107.8 million on Wednesday, while Ethereum ETFs attracted $53.8 million, signaling renewed institutional interest in crypto funds. Since their launch in January 2024, Bitcoin ETFs have accumulated over $51 bil...
Kaia has signed a strategic partnership with Xilo Labs to integrate Mochi, an onchain asset management platform, into Kaia's ecosystem. This collaboration allows users to invest stablecoins into diversified portfolios backed by tokenized real-world a...
Bitcoin's price surged to nearly $65,000 following softer-than-expected U.S. inflation data for June, easing fears of Federal Reserve rate hikes. However, on-chain data reveals two main groups of investors—long-term holders who bought near last year'...
