{"id":194934,"date":"2026-03-11T15:41:00","date_gmt":"2026-03-11T19:41:00","guid":{"rendered":"https:\/\/testing.news-you-need.com\/index.php\/2026\/03\/11\/the-artificial-intelligence-ai-stock-thats-quietly-outperforming-nvidia-in-2026\/"},"modified":"2026-03-11T16:45:30","modified_gmt":"2026-03-11T20:45:30","slug":"the-artificial-intelligence-ai-stock-thats-quietly-outperforming-nvidia-in-2026","status":"publish","type":"post","link":"https:\/\/testing.news-you-need.com\/index.php\/2026\/03\/11\/the-artificial-intelligence-ai-stock-thats-quietly-outperforming-nvidia-in-2026\/","title":{"rendered":"The Artificial Intelligence (AI) Stock That&#8217;s Quietly Outperforming Nvidia in 2026"},"content":{"rendered":"<p><a href=\"https:\/\/www.theglobeandmail.com\/investing\/markets\/stocks\/AVGO\/pressreleases\/696653\/the-artificial-intelligence-ai-stock-thats-quietly-outperforming-nvidia-in-2026\/\">The Artificial Intelligence (AI) Stock That&#8217;s Quietly Outperforming Nvidia in 2026<\/a><\/p>\n<p><a href=\"https:\/\/www.theglobeandmail.com\/investing\/markets\/stocks\/AVGO\/pressreleases\/696653\/the-artificial-intelligence-ai-stock-thats-quietly-outperforming-nvidia-in-2026\/\">https:\/\/www.theglobeandmail.com\/investing\/markets\/stocks\/AVGO\/pressreleases\/696653\/the-artificial-intelligence-ai-stock-thats-quietly-outperforming-nvidia-in-2026\/<\/a><\/p>\n<p>Publish Date: <a href=\"publish_date]\">2026-03-11 15:41:00<\/a><\/p>\n<p>Source Domain: <a href=\"www.theglobeandmail.com\">www.theglobeandmail.com<\/a><\/p>\n<p>Here are the key points from the article regarding Ciena&#8217;s current performance and its competitive standing with respect to other companies:<\/p>\n<ul>\n<li><strong>Significant Earnings Growth<\/strong>: Ciena is expected to deliver triple-digit earnings growth in the current fiscal year, with its Q1 earnings jumping by 111% year over year to $1.35 per share.<\/li>\n<li><strong>Strong Market Poise<\/strong>: Despite a recent 13% drop in stock value following Q1 earnings report, Ciena&#8217;s stock is up 20% year-to-date, indicating strong long-term growth prospects.<\/li>\n<li><strong>Robust Backlog and Orders<\/strong>: Ciena received $2 billion worth of new orders in the latest quarter, raising its total order backlog to $7 billion, which suggests continued growth and rising revenue.<\/li>\n<li><strong>Booming AI Demand<\/strong>: Ciena&#8217;s optical networking components are experiencing robust demand, driven by the booming demand for AI data centers, which is expected to further fuel its growth.<\/li>\n<li><strong>Expectations and Guidance<\/strong>: Ciena has raised its full-year revenue guidance for fiscal 2026 to a 28% increase, up from an earlier expectation of 23% growth, reflecting confidence in sustained market demand.<\/li>\n<li><strong>Gross Margin Improvement<\/strong>: Ciena has boosted its 2026 gross margin guidance, likely due to its strengthened pricing power as a result of market share gains within AI-driven connectivity applications.<\/li>\n<li><strong>Comparative Performance to Competitors<\/strong>: In contrast to the struggling stock market performance of its competitor Nvidia, Ciena has outperformed significantly this year, largely due to its integral role in the AI data center infrastructure.<\/li>\n<\/ul>\n<p>These points highlight why Ciena&#8217;s stock could provide attractive upside potential for investors despite minor setbacks and its currently elevated price-to-earnings ratio.<\/p>\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>The Artificial Intelligence (AI) Stock That&#8217;s Quietly Outperforming Nvidia in 2026 https:\/\/www.theglobeandmail.com\/investing\/markets\/stocks\/AVGO\/pressreleases\/696653\/the-artificial-intelligence-ai-stock-thats-quietly-outperforming-nvidia-in-2026\/ Publish Date: 2026-03-11&#8230;<\/p>\n","protected":false},"author":1,"featured_media":194935,"comment_status":"closed","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"fifu_image_url":"https:\/\/barchart-news-media-prod.aws.barchart.com\/FC\/d96637445eae0cb67dcb30dd4f064904\/%3Furl%3Dhttps%253a%252f%252fg.foolcdn.com%252feditorial%252fimages%252f859275%252fnvidia-data-center-with-nvidia-units-installed-showing-nvidia-logo.png%26amp%3Bw%3D700","fifu_image_alt":"","footnotes":""},"categories":[14],"tags":[20],"class_list":["post-194934","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-artificial-intelligence","tag-artificial-intelligence"],"_links":{"self":[{"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts\/194934"}],"collection":[{"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/comments?post=194934"}],"version-history":[{"count":1,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts\/194934\/revisions"}],"predecessor-version":[{"id":194936,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts\/194934\/revisions\/194936"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/media\/194935"}],"wp:attachment":[{"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/media?parent=194934"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/categories?post=194934"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/tags?post=194934"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}