StockNow
Log in
U.S. Markets

Ciena (CIEN) says the largest hypescalers have increased 2026 capex plans since its March update, with indications of continued expansion into 2027

News detail

Expects a larger proportion of spending to shift toward network infrastructure to monetise constrained compute investments. Sees addressable market roughly doubling to around USD 50bln by 2029.

1 stocks

What do investors think?

Curious what other investors think?Log in to see reactions and join the conversation.
Log in to view reactions

StockNow uses AI to translate and analyze information and does not guarantee its accuracy or completeness.

Today's market highlights

A selection of stories drawing attention in the market.

See more
U.S. Markets

Eli Lilly (LLY) Q2 2026 (USD): Adj. EPS 8.38 (exp. 6.01), Revenue 23bln (exp. 20.7bln)

LLYGeopolitics

Gulf official tells CNN “50:50” chance US and Iran could reach deal by Friday, CNN reports; Iranian delegation does not include IRGC, which would need to sign off on details of provisional agreement

U.S. Economy

US ADP Employment Change (Jul) 44K vs. Exp. 70K (Prev. 98K)