SPDR S&P Telecom

Aixtron Secures Multiple Orders from Lumentum for MOCVD Systems to Meet AI Optical Link Demands

CICC Raises Cisco Systems Price Target to $125, Maintains Outperform Rating

Institutions Increase Cisco Holdings, Cisco Plans to Cut 4,000 Jobs to Focus on AI

Goldman Sachs Raises Cisco Price Target to $116, Maintains Neutral Rating

Citi Raises Cisco Target Price to $112: Earnings Beat and Surge in AI Order Forecasts

HSBC Upgrades Cisco to Buy, Raises Price Target to $137

Applied Optoelectronics Establishes $600 Million ATM Plan

CFRA Raises Cisco Systems Target Price to $125, Maintains Hold Rating

Applied Optoelectronics (NASDAQ:AAOI) Shares Drop 7.5% on Missed Earnings and Insider Selling

Cisco Unveils 2025 Fiscal Year Goals: Advancing Global Digital Transformation and AI Skills Training

Cisco Gains Supply Chain Advantage with Self-Made Chips, Multiple Institutions Raise Price Targets

Iridium to Acquire Remaining 61% of Aireon for $366.7 Million

Wells Fargo Raises Cisco Price Target to $130

Citigroup raises Cisco target price from $90 to $112

JPMorgan raises Cisco target price to $120

Cisco's Q3 2026 Fiscal Year Earnings Call Analysis

Evercore ISI Raises Cisco's Target Price to $150

KeyBanc analyst maintains buy rating on Cisco Systems

Piper Sandler raises Cisco's target price to $132

Cisco shortens pricing notice and fulfillment windows

AMPLITECH GROUP INC. COM USD0.001 (S/R 18/07/2026)

AMPLITECH GROUP INC. USD0.001 S/R 20/11/26 SER B

Wellgistics Health

Huachen AI Parking Management Tech

GeoVax Labs

Sunshine Biopharma

AIM ImmunoTech

Virax Biolabs

NextNRG

GCT Semiconductor

The latest batch of 13F filings has been released: In Q1, Berkshire Hathaway increased its stake in Google Class A shares by over 200%, propelling it to the position of its seventh-largest holding. The firm completely exited positions held for nearly seven years—including Amazon, as well as Visa, Mastercard, and UnitedHealth—while simultaneously making a return to the airline sector after a six-year hiatus, investing $2.65 billion to establish a new position in Delta Air Lines. Bridgewater Associates, meanwhile, initiated new positions in TSMC and the Gold ETF (GLD) for the first time; it also increased its holdings in Amazon (elevating it to its top holding), Nvidia, Broadcom, and Micron. Conversely, the firm liquidated its stakes in Salesforce and ServiceNow, and trimmed its positions in Mastercard, Adobe, and others. Institutional capital is currently converging on AI computing power and safe-haven assets. How many of the stocks in your portfolio have caught the eye of these investment giants?

The latest batch of 13F filings has been released: In Q1, Berkshire Hathaway increased its stake in Google Class A shares by over 200%, propelling it to the position of its seventh-largest holding. The firm completely exited positions held for nearly seven years—including Amazon, as well as Visa, Mastercard, and UnitedHealth—while simultaneously making a return to the airline sector after a six-year hiatus, investing $2.65 billion to establish a new position in Delta Air Lines. Bridgewater Associates, meanwhile, initiated new positions in TSMC and the Gold ETF (GLD) for the first time; it also increased its holdings in Amazon (elevating it to its top holding), Nvidia, Broadcom, and Micron. Conversely, the firm liquidated its stakes in Salesforce and ServiceNow, and trimmed its positions in Mastercard, Adobe, and others. Institutional capital is currently converging on AI computing power and safe-haven assets. How many of the stocks in your portfolio have caught the eye of these investment giants?

Big funds' 13Fs are out: betting on AI compute and safe havens

TMUS

ProShare Advisors LLC increased its stake in T-Mobile US, Inc. by 40.2% in Q4, owning 1,836,143 shares valued at $372.81 million. Other hedge funds also raised their holdings. T-Mobile's stock opened at $190.65, with a market cap of $206.32 billion and a PE ratio of 20.28. The company reported $2.27 EPS, exceeding estimates, with revenue of $23.11 billion, up 10.6% year-over-year.

Market Beat

T-Mobile US

Comm Servcies Select Sector SPDR

iShares US Telecommunications

VGtelecomm

ProShares Ultra Communication Services

Verizon

AT & T

T-Mobile USA Inc Pref Shares TMUSL 6.25 Perp 09/01/2069

T-Mobile USA Inc Pref Shares TMUSZ 5.5 Perp 03/01/2070

T-Mobile USA Inc Pref Shares TMUSI 5.5 Perp 06/01/2070

AT&T INC 5.000% DEP SHS REP 1/1000 PERP PFD SER A

AT&T Pref Share TBB 5.35 11/01/2066

AT&T INC DEP SHS EACH REP 1/1000TH PERP PFD SER C

ProShare Advisors LLC Has $372.81 Million Stake in T-Mobile US, Inc. $TMUS

Eight leading U.S. communications firms, including AT&T and Verizon, have formed the Communications Cybersecurity Information Sharing and Analysis Center (C2 ISAC) to enhance cybersecurity collaboration. This non-profit aims to address evolving cyber threats through shared resources and expertise. Valerie Moon will serve as executive director, overseeing operations. The initiative builds on decades of public-private cooperation and is set to begin operations in June.

Unusual Whales

ISHRS S&P Glb Telco

Charter Comm

Comcast

Lumen Tech

Zayo Group Holdings, Inc.

COMCAST HOLDINGS CORPORATION 2% CNV PREF SEC15/10/2029 USD71

Comcast - WI

Eight Leading U.S. Communications Firms Form C2 ISAC to Strengthen Cybersecurity Collaboration

CIEN

000063

ZTCOY

The Optical Transport equipment market is projected to grow 16% in 2026, exceeding $18 billion in revenue, driven by AI data center demand, according to Dell'Oro Group. The market saw a 20% year-over-year growth in Q1 2026, with significant increases in WDM Systems and DCI revenue. However, supply chain issues may limit further growth. Key vendors include Huawei, Ciena, Nokia, and ZTE.

prnewswire

Ciena

ZTE Corporation

Nokia Oyj

Marvell Tech

Cisco

05:30 ETOptical Transport Equipment Market Forecast to Grow 16 Percent in 2026, According to Dell'Oro Group

DTEGY

Thrivent Financial for Lutherans increased its stake in T-Mobile US, Inc. by 16.7%, acquiring an additional 14,110 shares, bringing its total holdings to 98,469 shares valued at $20 million. Other institutional investors, including Vanguard and State Street, also raised their stakes. Analysts maintain a positive outlook on TMUS, with several upgrades to price targets and ratings. Insider trading activity was noted, with directors selling shares. T-Mobile's stock opened at $185.22.

Deutsche Telekom

Deutsche Telekom AG

State Street

Invesco

UBS Group AG

Citigroup

KeyCorp

State Street® US Equity Premium Inc ETF

CITIGROUP INC 6.250 NON CUM SER II PFD WI

KEYCORP DEP SHS REP 1/40TH NON CUM PER PFD SER G

KEYCORP DEP SHS REPSTG 1/40TH INT PERP NON CUM H

KEYCORP DEP SHS REP 1/40TH PERP PFD SER F USD25

KEYCORP DEP SHS REP 1/40TH NON CUM PFD SER E

Thrivent Financial for Lutherans Acquires 14,110 Shares of T-Mobile US, Inc. $TMUS

Ciena Corporation's stock price target has been raised to $450.01, suggesting a 19% downside from the May 15 closing price. The average target increased from $432.62, with estimates ranging from $240 to $675. The consensus rating remains 'Buy' among 23 analysts, with 14 Buys, 8 Holds, and 1 Sell.

TradingView

Factset Research

Ciena Corporation Stock 12‑Month Price Target Raised to $450.01, Implies 19% Downside

AAOI

Applied Optoelectronics (NASDAQ: AAOI) is positioned for growth in hyperscaler demand but faces execution challenges. Despite a strong Q1 with over 50% revenue growth, earnings missed expectations, leading to a cautious outlook. Analysts maintain a 'Hold' rating, predicting a potential 50% decline in stock price due to market volatility and execution risks. The company’s expansion requires significant capital, raising concerns about shareholder dilution. Upcoming earnings releases will be crucial for market sentiment as demand for next-gen products surges.

Applied Optoelectronics

Oracle

Amazon

Microsoft

Aeluma

ORACLE CORP DEPOSITARY SH REP 1/2000TH PFD SER D

Why Applied Optoelectronics Stock May Be Near a Turning Point

iA Global Asset Management Inc. acquired a new position in Ciena Corporation (NYSE:CIEN) worth approximately $7.16 million during Q4. The firm purchased 30,630 shares, while other institutional investors also increased their stakes. CEO Gary B. Smith and SVP Brodie Gage sold shares recently, with insiders owning 0.58% of the stock. Analysts have raised price targets for Ciena, with a consensus rating of 'Moderate Buy' and an average target price of $381.44.

NVIDIA

JPMorgan Chase

Morgan Stanley

Raymond James Financial

NASDAQ Composite Index

NVIDIA Corporation

JPMORGAN CHASE & CO. 4.20% DEP SHS REPSTG 1/400TH PFD SER MM

JPMORGAN CHASE & CO. 6%NON CUM DEP SHS REP 1/400TH PFD SER EE

JPMORGAN CHASE & CO. DEP REP 1/400TH (5.75% NON CUM PFD DD)

JPMORGAN CHASE & CO. 4.625% DEP SH RE 1/400TH INT NO CU PF LL

JPMorgan Chase & Co.

JPMORGAN CHASE & CO. 4.55% DEP SHS REPSTG 1/400TH PFD SER JJ

JPMORGAN CHASE & CO. 4.75 DEP SHS REP 1/400 NCUM PFD SR GG

MORGAN STANLEY DEP SHS EA REP 1/1000 SHS NON CUM PFD O

MORGAN STANLEY DEP SHS REPSTG 1/1000TH PFD SER Q

MORGAN STANLEY DEP SHS REPS 1/1000 7.125% PFD E

MORGAN STANLEY NON-CUM DEP SH REP 1/1000 PFD SER I

MORGAN STANLEY 4.875 DEP SHS REP 1/1000 NCUM PFD SR L

MORGAN STANLEY 6.5%DEP SHS REPSTG 1/1000 NON CUM SER P

MORGAN STANLEY DEP SHS REPS 1/1000 PFD SER 'A'

MORGAN STANLEY DEP SHS REPR 1/1000TH INT PFD SER 'F' FX

MORGAN STANLEY DEP SHS REP 1/1000 NON-CUM PFD STK SER K

RAYMOND JAMES FINANCIAL INC 6.375%DEP SHS REP 1/40TH FXD FLTG SER B

iA Global Asset Management Inc. Takes $7.16 Million Position in Ciena Corporation $CIEN

Elyxium Wealth LLC has invested approximately $2.75 billion in Ciena Corporation, acquiring 11,749,306 shares, making it the second largest position in their portfolio. Ciena's stock represents 40.7% of Elyxium's investments. The company reported a 33.1% revenue increase year-over-year, with earnings per share of $1.35, surpassing estimates. Ciena's market cap is $78.37 billion, with a PE ratio of 353.04.

Corning

Elyxium Wealth LLC Invests $2.75 Billion in Ciena Corporation $CIEN

AT&T, T-Mobile, and Verizon have formed a joint venture to enhance satellite-based direct-to-device connectivity in response to SpaceX's Starlink initiative. This collaboration aims to pool spectrum resources to counter Starlink's rapid growth in the satellite internet market. SpaceX's Starlink Mobile service, launched in July 2025, has already gained significant traction. Analysts suggest the carriers' alliance is a defensive move, as they face increasing competition from SpaceX, which is also planning a major IPO.

Teslarati

Echostar

SpaceX just forced Verizon, AT&T and T-Mobile to team up for the first time in history

Vodafone Idea (Vi) reported a 3% revenue increase in Q4 2025-26, but its market share has plummeted to 11.48% from 29.26% since its 2018 merger, marking the steepest decline among top telecom operators. Vi's subscriber base has halved, while competitors Reliance Jio and Bharti Airtel have increased their shares significantly. Vodafone Group is considering a stake transfer to improve Vi's financial situation.

Business Standard

Vodafone 

Vodafone Group Plc

Datanomics: Vi's market share down 60%, subscriber base halves since merger

Applied Optoelectronics fell 3.09% in after-hours trading; Lumentum Holdings fell 0.57% in after-hours trading, with a transaction volume of $4.13 million; Ondas rose 1.52% in after-hours trading, with a transaction volume of $1.9 million; Cisco fell 0.43% in after-hours trading, with a transaction volume of $1.02 million

Price Alert

Lumentum

Ondas

U.S. stock night trading volatility: Applied Optoelectronics fell 3.09% in night trading, with shareholder dilution concerns suppressing the positive impact of fiber optic upgrades

SPDR S&P Telecom(XTL.US)

ProShare Advisors LLC Has $372.81 Million Stake in T-Mobile US, Inc. $TMUS

Eight Leading U.S. Communications Firms Form C2 ISAC to Strengthen Cybersecurity Collaboration

05:30 ETOptical Transport Equipment Market Forecast to Grow 16 Percent in 2026, According to Dell'Oro Group

Thrivent Financial for Lutherans Acquires 14,110 Shares of T-Mobile US, Inc. $TMUS

Ciena Corporation Stock 12‑Month Price Target Raised to $450.01, Implies 19% Downside