Ciena ($CIEN) podcast mentions
Timestamped Ciena ($CIEN) mentions across our podcast corpus.
Welcome to Seeking Alpha's Wall Street Lunch, our afternoon update on today's market action, news, and analysis. Good afternoon. Today is Thursday, September 3rd, and I'm your host, Kim Kahn. Our top story so far: Ford aims to sell more than 100,000 units of its new electric truck in the first year of production, The Wall Street Journal reported. The starting price for the truck, called the Ford Fathom, will be nearly $30,000. Ford will begin taking customer orders early next year. Besides Tesla, no other automaker has sold 100,000 units of a single EV model in the U.S. in a year. Tesla sold about 357,000 Model Y SUVs in 2025 and more than 190,000 Model 3 sedans. Ford executives say Fathom's price tag, which is similar to mainstream sedans and SUVs, along with its design, will help drive sales. Fathom trucks will include Apple Maps built into their navigation system and Ford's BlueCruise hands-free driving system. The Fathom will also have more passenger space than the best-selling Toyota RAV4 SUV. Among active stocks, after a week of speculation, NVIDIA sealed the deal for Hugging Face, agreeing to pay $12.9 billion for the AI platform. Hugging Face will remain an open platform for the entire AI ecosystem, NVIDIA CEO Jensen Huang said. Snowflake is rallying more than 20% after the data warehousing company reported Q2 results and guidance that topped forecasts. Snowflake said it expects product revenue of between $1.588 billion and $1.593 billion, above the $1.51 billion estimate. Adjusting operating margin is forecast at 15.5%. Ciena is higher after the optical networking company reported better-than-expected results and guidance. CEO Gary Smith said AI continues to drive compounding waves of network investment. And Campbell's is slumping after missing revenue estimates for Q4. The company said top-line softness and inflation-driven margin headwinds were factors. Campbell's also cut its quarterly dividend to $0.25 per share from $0.39. In other news of note, New York City, the largest U.S. school district, is imposing a 1-year moratorium on students using generative artificial intelligence in public elementary and middle schools. The policy, which will take effect in the 2026-27 school year and impact nearly 600,000 public school students, as AI use for students in 2K through 8th grade. This includes all software that uses student-facing generative AI. Companion chatbots will be banned across all grades.
Kim Kahn · Wall Street Breakfast · Ford bets big on $30K electric truck · 2026-09-03And I think what's really interesting here, so from the stocks that I picked in January this year and the stocks that I'm about to provide to you now, many of those stocks were actually purchased earlier by Alpha Picks., and I want to show you the return of the stocks that Alpha Picks bought and the date that they were picked. So Celestica, which was purchased on October 16th, 2023, is now up 1,164%. Sterling Infrastructure, which was purchased in August of 2023, is up 957%. Credo Technology, which was picked by Alpha Picks in February, of 2025 is up 244%. Micron Technology was picked in October of 2025. That's up 391%. Uh, TTM Technologies also picked in October of 2025, up 131%. Insight, which was picked in November of 2025, is up 17%. And then we have, uh, Wilden, which was up only 4%. And at one point that actually stock fell to a sell. Many of the names that you saw in January and that you'll see today have been owned by AlphaPix for a while, and you could see the performance has been absolutely huge. So I refer to that as the AlphaPix edge. You do not have to wait for January or July every year to get the top 10. You can participate in AlphaPix, which has basically included many of these stocks in the portfolio well before I selected the best top 10 names. Now, I also want to give favorable mention as I'm going to provide you with a list There are 4 stocks that I would've included on this list, but we've been doing this for a couple years and many of those who follow the list like to have fresh names and they don't want the names to repeat. So definitely paying attention to the group of individuals and what their preference is. I do want to mention, if you are fresh, these are stocks that I would definitely consider. So instead of being a top 10, you would actually say there's 14 stocks. I would've had these stocks in the list, but again, they do repeat from our top 10 in January. Those stocks are Micron Technology, Advanced Micro Devices, ticker symbol AMD, Ciena Corporation, ticker symbol CIN, and Celestica, ticker symbol CLS. All these stocks were picked in January. They naturally are still very strong.
Steven Cress · Investing Experts · Steven Cress' Top 2 Stocks H2 2026 · 2026-07-16EPS revisions are actually the quantity of analysts taking the estimates up versus down. And this again is relative to the sector. So relative to the sector, the EPS revision movement is far stronger. Uh, AMD, which is Advanced Micro Devices, another semiconductor stock, that one ranks 5 out of 531 technology companies. And within semiconductors, it ranks 4 out of 69. You can see that the valuation grade here on the right-hand side is a C. So the valuation is in line with the sector, but interestingly enough, 6 months ago, it was actually a D+. So the valuation framework is actually better now. Compared to where it was then, and the stock is up 144%. So in essence, you should almost ignore the return that these stocks had because when you look at them compared to the rest of the sector, the valuation framework is better and the growth framework is better and the profitability is better. So there are a lot of reasons to own these stocks now and not be concerned that they're at a 52-week high or the level of movement in the share price. Uh, and our number 3 company is Ciena Corporation, ticker symbol C-I-E-N. Here's another example of a stock that's up significantly since January. It's up 107%. I'm sorry, 107, 1-0-7%, and here the valuation grade is a C+ versus D 6 months ago. So again, valuation framework is better, and the growth grade here is an A versus A-, so even a slight improvement in the growth scenario. So lots of great reasons to still own these stocks that we recommended in the beginning of the year. Now, as I mentioned, not all the stocks were winners. We did have two losers. Barrick Mining Corporation, um, is down 18%. Even with the stock being down 18%, it is still ranked a QuantBuy, and the value compared to the sector and the growth compared to the sector is still relatively strong. Um, Barrick Mining is a leading mining company with a strong focus on copper. And copper is the metal of electrification. So there are strong tailwinds for this company with the developments that we have with AI and data centers and the huge consumption of electricity. The company's forward EPS growth rate is 54% versus the sector at 14%. They have $9 billion in cash from operations.
Steven Cress · Investing Experts · Steven Cress' top 10 stocks for 2026 (mid-year review) · 2026-07-09