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http://www.streetinsider.com/SEC+Filings/Form++144++++++++CIENA+CORP+++++++++++++++++++++++++++++Filed+by%3A+Rothenstein+David+M/26774450.html Wed, 15 Jul 2026 16:25:00 -0400 CIEN O.00173595 http://www.streetinsider.com/SEC+Filings/Form++144++++++++CIENA+CORP+++++++++++++++++++++++++++++Filed+by%3A+Gage+Brodie/26774159.html si-local-file:///var/storage/secattach/20260715/26774159.html http://www.streetinsider.com/SEC+Filings/Form++144++++++++CIENA+CORP+++++++++++++++++++++++++++++Filed+by%3A+Gage+Brodie/26774159.html Wed, 15 Jul 2026 16:07:00 -0400 CIEN O.00173595 http://www.streetinsider.com/SEC+Filings/Form++144++++++++CIENA+CORP+++++++++++++++++++++++++++++Filed+by%3A+Gage+Brodie/26774159.html si-local-file:///var/storage/secattach/20260715/26774159.html http://www.streetinsider.com/SEC+Filings/Form++144++++++++CIENA+CORP+++++++++++++++++++++++++++++Filed+by%3A+Gage+Brodie/26774159.html Wed, 15 Jul 2026 16:07:00 -0400 CIEN O.00173595 http://www.streetinsider.com/SEC+Filings/Form++144++++++++CIENA+CORP+++++++++++++++++++++++++++++Filed+by%3A+DiPerna+Dino/26774128.html si-local-file:///var/storage/secattach/20260715/26774128.html http://www.streetinsider.com/SEC+Filings/Form++144++++++++CIENA+CORP+++++++++++++++++++++++++++++Filed+by%3A+DiPerna+Dino/26774128.html Wed, 15 Jul 2026 16:05:00 -0400 CIEN O.00173595 http://www.streetinsider.com/SEC+Filings/Form++144++++++++CIENA+CORP+++++++++++++++++++++++++++++Filed+by%3A+DiPerna+Dino/26774128.html si-local-file:///var/storage/secattach/20260715/26774128.html http://www.streetinsider.com/SEC+Filings/Form++144++++++++CIENA+CORP+++++++++++++++++++++++++++++Filed+by%3A+DiPerna+Dino/26774128.html Wed, 15 Jul 2026 16:05:00 -0400 CIEN O.00173595 http://www.streetinsider.com/AI/Stifel+says+AI+infrastructure+remains+supply-gated+into+earnings/26754618.html <p>Investing.com -- Stifel said AI infrastructure companies remain supply-constrained rather than demand-limited heading into the June and July quarter reporting season. The firm expects most companies in its coverage to continue their pattern of beating estimates and raising guidance.</p><p>The SOX index fell about 8% in the first week of July. Stifel attributed the decline to multiple factors including Meta's reported cloud entry, HBM supply headlines, and a more hawkish Federal Reserve repricing. The firm views the pullback as a valuation correction within an intact cycle, not a demand break.</p><p>Stifel said backlog, long-term agreements, and capacity commitments continue extending across compute, http://www.streetinsider.com/AI/Stifel+says+AI+infrastructure+remains+supply-gated+into+earnings/26754618.html Fri, 10 Jul 2026 05:35:29 -0400 AMD CIEN COHR JBL LITE NVDA TTMI VIAV http://www.streetinsider.com/AI/Stifel+says+AI+infrastructure+remains+supply-gated+into+earnings/26754618.html <p>Investing.com -- Stifel said AI infrastructure companies remain supply-constrained rather than demand-limited heading into the June and July quarter reporting season. The firm expects most companies in its coverage to continue their pattern of beating estimates and raising guidance.</p><p>The SOX index fell about 8% in the first week of July. Stifel attributed the decline to multiple factors including Meta's reported cloud entry, HBM supply headlines, and a more hawkish Federal Reserve repricing. The firm views the pullback as a valuation correction within an intact cycle, not a demand break.</p><p>Stifel said backlog, long-term agreements, and capacity commitments continue extending across compute, http://www.streetinsider.com/AI/Stifel+says+AI+infrastructure+remains+supply-gated+into+earnings/26754618.html Fri, 10 Jul 2026 05:35:29 -0400 AMD CIEN COHR JBL LITE NVDA TTMI VIAV http://www.streetinsider.com/AI/Stifel+says+AI+infrastructure+remains+supply-gated+into+earnings/26754618.html <p>Investing.com -- Stifel said AI infrastructure companies remain supply-constrained rather than demand-limited heading into the June and July quarter reporting season. The firm expects most companies in its coverage to continue their pattern of beating estimates and raising guidance.</p><p>The SOX index fell about 8% in the first week of July. Stifel attributed the decline to multiple factors including Meta's reported cloud entry, HBM supply headlines, and a more hawkish Federal Reserve repricing. The firm views the pullback as a valuation correction within an intact cycle, not a demand break.</p><p>Stifel said backlog, long-term agreements, and capacity commitments continue extending across compute, http://www.streetinsider.com/AI/Stifel+says+AI+infrastructure+remains+supply-gated+into+earnings/26754618.html Fri, 10 Jul 2026 05:35:29 -0400 AMD CIEN COHR JBL LITE NVDA TTMI VIAV http://www.streetinsider.com/AI/Stifel+says+AI+infrastructure+remains+supply-gated+into+earnings/26754618.html <p>Investing.com -- Stifel said AI infrastructure companies remain supply-constrained rather than demand-limited heading into the June and July quarter reporting season. The firm expects most companies in its coverage to continue their pattern of beating estimates and raising guidance.</p><p>The SOX index fell about 8% in the first week of July. Stifel attributed the decline to multiple factors including Meta's reported cloud entry, HBM supply headlines, and a more hawkish Federal Reserve repricing. The firm views the pullback as a valuation correction within an intact cycle, not a demand break.</p><p>Stifel said backlog, long-term agreements, and capacity commitments continue extending across compute, http://www.streetinsider.com/AI/Stifel+says+AI+infrastructure+remains+supply-gated+into+earnings/26754618.html Fri, 10 Jul 2026 05:35:29 -0400 AMD CIEN COHR JBL LITE NVDA TTMI VIAV http://www.streetinsider.com/AI/Stifel+says+AI+infrastructure+remains+supply-gated+into+earnings/26754618.html <p>Investing.com -- Stifel said AI infrastructure companies remain supply-constrained rather than demand-limited heading into the June and July quarter reporting season. The firm expects most companies in its coverage to continue their pattern of beating estimates and raising guidance.</p><p>The SOX index fell about 8% in the first week of July. Stifel attributed the decline to multiple factors including Meta's reported cloud entry, HBM supply headlines, and a more hawkish Federal Reserve repricing. The firm views the pullback as a valuation correction within an intact cycle, not a demand break.</p><p>Stifel said backlog, long-term agreements, and capacity commitments continue extending across compute, http://www.streetinsider.com/AI/Stifel+says+AI+infrastructure+remains+supply-gated+into+earnings/26754618.html Fri, 10 Jul 2026 05:35:29 -0400 AMD CIEN COHR JBL LITE NVDA TTMI VIAV http://www.streetinsider.com/AI/Stifel+says+AI+infrastructure+remains+supply-gated+into+earnings/26754618.html <p>Investing.com -- Stifel said AI infrastructure companies remain supply-constrained rather than demand-limited heading into the June and July quarter reporting season. The firm expects most companies in its coverage to continue their pattern of beating estimates and raising guidance.</p><p>The SOX index fell about 8% in the first week of July. Stifel attributed the decline to multiple factors including Meta's reported cloud entry, HBM supply headlines, and a more hawkish Federal Reserve repricing. The firm views the pullback as a valuation correction within an intact cycle, not a demand break.</p><p>Stifel said backlog, long-term agreements, and capacity commitments continue extending across compute, http://www.streetinsider.com/AI/Stifel+says+AI+infrastructure+remains+supply-gated+into+earnings/26754618.html Fri, 10 Jul 2026 05:35:29 -0400 AMD CIEN COHR JBL LITE NVDA TTMI VIAV http://www.streetinsider.com/AI/Stifel+says+AI+infrastructure+remains+supply-gated+into+earnings/26754618.html <p>Investing.com -- Stifel said AI infrastructure companies remain supply-constrained rather than demand-limited heading into the June and July quarter reporting season. The firm expects most companies in its coverage to continue their pattern of beating estimates and raising guidance.</p><p>The SOX index fell about 8% in the first week of July. Stifel attributed the decline to multiple factors including Meta's reported cloud entry, HBM supply headlines, and a more hawkish Federal Reserve repricing. The firm views the pullback as a valuation correction within an intact cycle, not a demand break.</p><p>Stifel said backlog, long-term agreements, and capacity commitments continue extending across compute, http://www.streetinsider.com/AI/Stifel+says+AI+infrastructure+remains+supply-gated+into+earnings/26754618.html Fri, 10 Jul 2026 05:35:29 -0400 AMD CIEN COHR JBL LITE NVDA TTMI VIAV http://www.streetinsider.com/AI/Stifel+says+AI+infrastructure+remains+supply-gated+into+earnings/26754618.html <p>Investing.com -- Stifel said AI infrastructure companies remain supply-constrained rather than demand-limited heading into the June and July quarter reporting season. The firm expects most companies in its coverage to continue their pattern of beating estimates and raising guidance.</p><p>The SOX index fell about 8% in the first week of July. Stifel attributed the decline to multiple factors including Meta's reported cloud entry, HBM supply headlines, and a more hawkish Federal Reserve repricing. The firm views the pullback as a valuation correction within an intact cycle, not a demand break.</p><p>Stifel said backlog, long-term agreements, and capacity commitments continue extending across compute, http://www.streetinsider.com/AI/Stifel+says+AI+infrastructure+remains+supply-gated+into+earnings/26754618.html Fri, 10 Jul 2026 05:35:29 -0400 AMD CIEN COHR JBL LITE NVDA TTMI VIAV http://www.streetinsider.com/General+News/Stifel+says+AI+infrastructure+remains+supply-gated+into+earnings/26754618.html <p>Investing.com -- Stifel said AI infrastructure companies remain supply-constrained rather than demand-limited heading into the June and July quarter reporting season. The firm expects most companies in its coverage to continue their pattern of beating estimates and raising guidance.</p><p>The SOX index fell about 8% in the first week of July. Stifel attributed the decline to multiple factors including Meta's reported cloud entry, HBM supply headlines, and a more hawkish Federal Reserve repricing. The firm views the pullback as a valuation correction within an intact cycle, not a demand break.</p><p>Stifel said backlog, long-term agreements, and capacity commitments continue extending across compute, http://www.streetinsider.com/General+News/Stifel+says+AI+infrastructure+remains+supply-gated+into+earnings/26754618.html Fri, 10 Jul 2026 05:35:29 -0400 AMD CIEN COHR JBL LITE NVDA TTMI VIAV