Ciena Corp (CIEN)

On July 9, CNBC reported that OpenAI CEO Sam Altman said the company's new GPT-5.6 Sol model achieves 54% higher token efficiency on agentic coding jobs than previous models while performing "as good ...

The strongest AI-linked stock returns of the past three years have often followed the physical buildout of computing capacity rather than the broad software narrative alone.

Whale Rock Capital Management marked two decades of operations on May 1, 2026, a moment that the fund celebrated in a LinkedIn post and noted is “a rare milestone in an industry where the median firm...

On June 30, Reuters reported that US stocks will face many tests in the second half of 2026, even though the S&P 500 has increased more than 8% and the Nasdaq has gained 11% this year.

AI pick-and-shovel stocks are getting more attention as investors look beyond model builders and toward the companies supplying the hardware, power, and physical capacity needed to make AI work.

S&P 500 index has soared nearly 8% year-to-date as of June 26. Goldman Sachs projects the S&P 500 index to set new records in 2026 as earnings continue to expand rapidly.

AI data centers are putting unusual pressure on the optical networking supply chain, not because fiber is new, but because large AI clusters need far more bandwidth between accelerators, switches, racks...

On June 16, Dan Niles, Niles Investment Management Founder, joined 'The Exchange' on CNBC to discuss Niles' thoughts on the recent rise in AI infrastructure, chip, and memory stocks.

On May 24, CNBC reported that AI developers are now increasingly turning to photonics to fix data transfer bottlenecks between chips and systems, noting the technology uses light instead of electrical...