Ciena (CIEN) says the largest hypescalers have increased 2026 capex plans since its March update, with indications of continued expansion into 2027

Newsquawk StaffPublished 4 Jun 2026, 13:04 UTCOn the live feed at 12:44 UTC — 8 more headlines followed before this page went public

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12:53

Newsquawk Daily US Equity Opening News - AVGO falls after sales miss & disappointing guidance; CRWD outlook underwhelms

12:45

Sell-side on Broadcom (AVGO) post-earnings: Mostly PT lifts, as Citi sees sell off as a 'buying opportunity', while Macquarie downgrades shares

12:44

Ciena (CIEN) says the largest hypescalers have increased 2026 capex plans since its March update, with indications of continued expansion into 2027

12:42

OPEC SecGen says still see robust oil demand growth, and are not changing its estimates

12:41

Warner Bros' (WBD) Discovery Global Holdings enters First Lien Credit Agreement for 7-year USD 13bln and EUR 1.717bln term loans, will proceed to repay USD 15bln bridge loan

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Expects a larger proportion of spending to shift toward network infrastructure to monetise constrained compute investments.
Sees addressable market roughly doubling to around USD 50bln by 2029.

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