Ciena Corp., which has already doubled in 2026 after nearly tripling in 2025, is benefiting from high demand and growing market share, the bank said.
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Credo Technology on Wednesday reported better-than-expected financial results for its fiscal first quarter.
CoreWeave's stock has risen more than 14% this year, beating the overall market.
The bank initiated the company, which produces cables and chips to connect powerful AI computers, at a buy rating.
The firm initiated the artificial intelligence infrastructure stock with a buy rating.
The bank believes gave a boost to the company following its earnings report that delivered strong guidance for 2026.
This AI stock has a more visible path to victory than its hyperscaler peers.
