Strong orders for optical networking gear have lifted the stock to levels not seen in almost 3 years.
Several companies are set to benefit from this trend -- and it's not too late to buy in.
Chambers inserted a pessimist cyclical outlook into a secular growth story.
Krispy Kreme is upgraded to 'buy,' and Juniper is downgraded to 'sector perform.'
Lennar is downgraded to 'neutral,' and VMware is upgraded to 'outperform.'
US markets are set to tick up at the open after the tech giant's positive results and strong eurozone PMI data.
TD Ameritrade is downgraded to 'market perform,' and Juniper is downgraded to 'hold.'
VIDEO ON MSN MONEY
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As the market wades through what many people hope is a sixth bull year, some have grown nervous about how long the run can go.
The Market Dispatches column has been discontinued. Here's where to find the latest stock and business news on MSN Money, and the latest from market writer Charley Blaine.
MONEY & POLITICS
Breaking up big banks is an untested solution to the too big to fail problem that attempts to isolate and dismantle large, troubled institutions while protecting the rest of the economy.
As fears rise over costs and higher tuition, some law schools advertise their own plans to cover loan replacements.
In a tax case, a US judge ruled that the agency's published guidelines don't hold up in court.
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