Coherent and Cisco shares dropped after reporting strong fiscal Q4 results, with Coherent's cash flow down sharply and Cisco facing margin pressure from AI hardware costs. Meanwhile, Ciena and Nokia stocks rose, benefiting from growing demand for data center interconnect and optical transport driven by AI infrastructure growth. Analysts see positive signals for Nokia and Ciena from Cisco's strong telecom orders and expanding AI data center needs, suggesting continued growth in this sector.
IBM has increased its dividend for 31 consecutive years, continuing a long-standing streak. However, the latest raise was minimal, only a penny per quarter, which does not keep pace with inflation rates around 3%. While IBM's dividend yield remains t...
Cisco Systems was upgraded from hold to buy following a 10% price decline and strong business acceleration. The company reported record fiscal year 2026 results, including 18% year-over-year revenue growth in Q4 and robust AI infrastructure orders. I...
