Key Points Nvidia stock is up over 1,400% in the past three years. Nvidia is the go-to provider for much of the hardware used in AI development. The rapid build-out of new data centers should be a financial windfall for the chip company. 10 stocks we like better than Nvidia › Nvidia (NASDAQ: NVDA) has been one of the largest beneficiaries of the recent artificial intelligence (AI) boom that has happened over the past few years. Its stock is up over 1,400% in three years, far outperforming the S&P ...

Core Viewpoint - Ciena Corporation is recognized as a leading smart city stock, with a significant share price increase of approximately 120% over the past year, and a current price target of $152 set by Stifel, maintaining a Buy rating [1][2]. Group 1: Financial Performance - Ciena has demonstrated robust revenue growth, with an almost 13% increase in the last year, and is expected to continue improving profitability metrics [1][3]. - The company's innovative capabilities and ongoing demand for optical technologies are projected to support higher stock multiples [3]. Group 2: Market Dynamics - The growth in bandwidth driven by AI workloads is highlighted, with cloud companies leading advancements in data transmission and interconnect technologies [2]. - Ciena's traditional focus on telecom service providers is shifting as cloud service providers increasingly influence technology development [2]. Group 3: Company Overview - Ciena Corporation provides a range of networking hardware, software, and services globally, including optical transport, IP routing, network management, multi-domain orchestration, analytics, and consulting [3].

Core Insights - Cisco Systems Inc is expected to report fiscal fourth-quarter earnings on August 13, 2025, with analysts predicting earnings of 98 cents per share and revenue of $14.62 billion, reflecting a 13% increase in adjusted earnings and a 7% rise in sales year-over-year [2] - The company's Q3 results exceeded expectations, driven by strong AI-related demand, which positively impacted core earnings and full-year targets [2] - Cisco's stock has historically outperformed after earnings announcements, with a 63% chance of positive returns and a median one-day gain of 4.3% [4] Financial Performance - Cisco's market capitalization stands at $281 billion, with total revenue over the past twelve months reaching $56 billion [2] - The company reported $12 billion in operating profits and a net income of $9.8 billion [2] Historical Earnings Trends - Over the past five years, Cisco has recorded 19 earnings data points, with 12 positive and 7 negative one-day returns, indicating a 63% likelihood of positive returns [4] - This percentage increases to 67% when considering data from the last three years [4] - The median of positive returns is 4.3%, while the median of negative returns is -2.7% [4] Correlation Analysis - Analyzing the correlation between short-term and medium-term returns can provide a less risky trading strategy, particularly if a high correlation exists between 1D and 5D returns [5] - Historical data suggests that peer performance can influence Cisco's post-earnings reactions, with pricing potentially starting before earnings announcements [6]