1 hour ago
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Harsh Chauhan, The Motley Fool
Sun, May 31, 2026 astatine 1:43 PM CDT 5 min read
Micron Technology (NASDAQ: MU) banal has delivered outstanding gains to investors truthful acold successful 2026, with shares of the representation specializer rising by 208% arsenic of this writing, and the bully portion is that the banal could get a large changeable successful the limb successful June.
Micron is acceptable to merchandise its fiscal 2026 third-quarter results connected June 24. The favorable demand-supply conditions successful the representation market, driven by artificial quality (AI) information centers, are apt to assistance Micron present different coagulated acceptable of results. Consensus estimates are projecting a whopping 261% summation successful the company's gross for fiscal Q3, on with a 10x summation successful earnings.
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So, don't beryllium amazed to spot Micron banal getting a bully changeable successful the limb pursuing its upcoming study successful June, particularly considering that it trades astatine a truly charismatic valuation. However, there's different high-flying institution that's acceptable to merchandise its quarterly study connected June 4 -- Ciena (NYSE: CIEN). Its shares person jumped by 136% successful 2026, and the unthinkable maturation that it has been delivering could springiness it a bully boost adjacent month.
Let's spot wherefore Ciena is my apical AI banal to bargain successful June, adjacent aft the stunning gains it has delivered truthful acold this year.
Like Micron, Ciena is an important subordinate successful the AI infrastructure ecosystem
Micron's high-bandwidth representation (HBM) chips assistance AI information centers flooded a cardinal bottleneck. These specialized representation chips continuously provender ample datasets to AI processors rapidly and power-efficiently, thereby reducing latency and enabling AI exemplary grooming and inference applications to tally seamlessly.
The faster information entree enabled by HBM means AI processors successful information centers won't request to beryllium idle and discarded resources. Ciena's optical networking components besides assistance code this bottleneck by enabling high-speed information transportation successful AI information halfway clusters. The monolithic size of AI models means that aggregate AI information centers and servers request to beryllium linked unneurotic done high-speed networks.
Ciena's optical components powerfulness these information halfway interconnects (DCI). Precedence Research estimates that the planetary information halfway interconnect marketplace could turn from conscionable nether $19 cardinal this twelvemonth to astir $65 cardinal successful 2035, astatine an yearly complaint of astir 15%. Meanwhile, the request for optical networking components could summation astatine a compound yearly maturation complaint (CAGR) of 21% implicit the adjacent 5 years to enactment accelerated connections successful AI information centers, according to marketplace probe supplier Cignal AI.
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