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Ciena, Arista, and Cisco Rally About 4-6% Friday as AI Networking Group Rotates Higher

in Technology, Americas
Reading Time: 1 min read
Ciena, Arista, and Cisco rally as AI networking group rotates higher
byCedar Global Markets
September 14, 2026
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Ciena, Arista Networks, and Cisco Systems closed higher by about 4 to 6 percent Friday in a cash rotation through optical transport and switching names, without a single company announcement explaining the group move. Yahoo Finance regular-session closes put Ciena at $349.54, up $14.98 or 4.48 percent from Thursday’s $334.56; Arista at $199.59, up $10.60 or 5.61 percent from $188.99; and Cisco at $112.13, up $4.69 or 4.36 percent from $107.44. Exa quote cards aligned within pennies.

Midday 24/7 Wall St. commentary framed the tape as money rotating into the transport and switching layer as a group and noted no earnings report, contract award, or company announcement as the catalyst; those midday prices were intraday labels, not official closes. Ciena’s session high of $355.19 sat above its close. The networking bid is distinct from Dell’s roughly 12 percent surge on an RBC initiation, Oracle’s Friday reverse lower, and Hewlett Packard Enterprise’s earlier Oracle CapEx sympathy move.

Sources: Yahoo Finance chart API (CIEN $349.54 +4.48%; ANET $199.59 +5.61%; CSCO $112.13 +4.36%); Exa market library (align); 24/7 Wall St. (group rotation story; intraday prices LABEL); MarketBeat CSCO (secondary mid-session card).

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