Ciena Corporation ($CIEN) has seen its stock surge approximately 312.5% following a significant guidance raise and expectations of annual revenue growth between 8% and 11% over the next three years. Despite a recent profit miss, the stock has reached a 22-year high, reflecting strong investor confidence in its future prospects, particularly in relation to artificial intelligence applications within fiber-optics. In contrast, Adobe Inc. ($ADBE) has faced challenges, with its stock declining amid investor impatience regarding the monetization of its AI capabilities. Analysts suggest that while Adobe is expected to integrate AI into existing commercial environments, it may struggle to expand its total addressable market (TAM) in the broader mass market. This juxtaposition highlights the differing investor sentiments towards the two companies as they navigate the evolving landscape of AI technology.