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↘️ Coinbase Global (COIN): The cryptocurrency exchange swung to a loss in the first quarter, weighed down by a weak crypto market. Shares retreated premarket. ↘️ Trade Desk (TTD): Shares slid 15% premarket after some disappointing earnings and guidance from the ad-tech company.
If you are wondering whether Corning’s recent share price makes sense or feels stretched, this guide walks through what that current price could imply about the stock’s value. The stock last closed at US$182.40, with returns of 11.1% over 7 days, 22.8% over 30 days, 101.2% year to date and 311.0% over the past year, which naturally raises questions about how much optimism is already reflected in the price. Recent news coverage has focused on Corning’s role as a key technology supplier,...
Nvidia has paid several billion dollars to help fund new factories for glassmaker Corning in addition to taking an equity stake of up to $3.2 billion disclosed earlier this week, the CEOs of the two companies confirmed on Thursday. Nvidia CEO Jensen Huang said the AI chip supplier has made "a multi-billion-dollar prepayment" that was not disclosed when it announced an equity investment earlier this week in Corning, whose glass is used in the fiber-optic cables that connect computers in massive data centers. "It's going to create thousands of jobs," Huang said.
The AI optics trade is taking a breather. Shares of Applied Optoelectronics (NASDAQ:AAOI) are down 14% in midday trading, while Coherent (NYSE:COHR) is off 10% and Lumentum (NASDAQ:LITE) is sliding 7%. The selloff is sector-wide. Ciena (NYSE:CIEN) is lower by 10% and Fabrinet (NYSE:FN) is down 8%, confirming this is correlated basket selling rather than ... Applied Optoelectronics Crashes 14%, Coherent Slides 10%, Lumentum Falls 7% as Optics Trade Cools
From the pullback in refining stock PSX to the breakout in AI pick Corning, here’s what John Rowland is watching ahead of Friday’s livestream.
Shares of the glassmaking company were up a substantial 12% on the news.
Corning raises long-term sales targets as AI infrastructure demand accelerates
Earlier this week, Corning announced a multiyear commercial and technology partnership with NVIDIA to build three advanced U.S. plants that will massively expand domestic optical connectivity manufacturing for next-generation AI data centers. By moving to replace thousands of copper cables inside NVIDIA’s rack-scale AI systems with Corning’s high-performance fiber, the deal targets one of AI infrastructure’s biggest bottlenecks: how fast and efficiently data can move between...
NVIDIA (NasdaqGS:NVDA) and Corning have agreed a multi-billion-dollar partnership to expand U.S. optical connectivity manufacturing for AI infrastructure. The deal includes three new advanced manufacturing plants in North Carolina and Texas and is intended to increase Corning's domestic optical capacity tenfold. More than 3,000 jobs are expected to be created, with NVIDIA investing US$500 million via rights and warrants for Corning shares as part of the multi-year agreement. The partnership...
With YTD returns of 101.8% as of May 5, Corning Incorporated (NYSE:GLW) is included among the 10 Best Performing Dividend Stocks So Far in 2026. On April 29, Truist raised its price target on Corning Incorporated (NYSE:GLW) to $149 from $125 and maintained a Hold rating on the shares. The firm said Corning’s Q1 results highlighted faster […]
Coherent reported quarterly earnings that were in-line with Wall Street’s expectations, with gross margins increasing slightly. The optical networking company is benefiting from the artificial intelligence data center boom—but shares fell anyway. Coherent posted adjusted earnings of $1.41 a share for the fiscal third-quarter, compared to 91 cents a year ago and Wall Street’s $1.40 a share prediction.
Nvidia Jumps on Massive AI Infrastructure Push With $500M Corning Deal
Corning will build three new U.S. factories and 3,000 jobs as Nvidia backs the expansion with $500 million in equity warrants
NVIDIA (NASDAQ:NVDA) shares are up by about 5% midday Wednesday, trading near $206 after the chip leader unveiled a $500 million strategic supply agreement with Corning (NYSE:GLW) focused on optical connectivity for AI data centers. Corning stock is the bigger winner, jumping 14% to $185. The deal landed before noon on the same day Corning ... NVIDIA Climbs 5% on $500M Corning Deal: Optical Connectivity Becomes the New AI Bottleneck
The optical fiber specialist attracted a significant investment from another major AI player.
Specialty glass maker Corning (GLW) will boost its optical connectivity manufacturing capacity under
Nvidia announced two investments in March that signaled this was coming.
The AI chipmaker is making a big bet on the future of co-packaged optics. Here's what that means.
The collaboration includes a 10x capacity boost.
The semiconductor sector (SOXX) has been ripping higher this year. Yahoo Finance Senior Business Reporter Ines Ferré chats with Yahoo Finance Senior Reporter Brooke DiPalma about the sector's three "bottlenecks," highlighting how Micron (MU) and Sandisk (SNDK) factor in.
Corning struck a $500 million deal with Nvidia to supply components for the artificial intelligence leader's data center build-out.
Nvidia (NVDA) announced a new partnership with glass manufacturer Corning (GLW) that will create three new fiber optics plants on top of Nvidia purchasing $500 million worth of rights for Corning stock. Morning Brief Host Julie Hyman and Yahoo Finance Head of News Myles Udland report on this news. Corning shares are soaring in Wednesday's pre-market on these headlines.
Corning and Nvidia are forming a partnership to drastically expand U.S. fiber and optical connectivity production, the companies announced Wednesday. Corning, the glass and fiber maker, will increase optical manufacturing capacity tenfold and fiber production by more than 50%. The company will build three new advanced manufacturing facilities in North Carolina and Texas, creating an estimated 3,000 jobs.
Corning and Nvidia said on Wednesday they would partner to expand U.S. production of optical connectivity products used in artificial intelligence data centers. The specialty glass maker also raised its long-term sales targets on surging demand for AI infrastructure. The deal shows how the AI boom is lifting demand beyond chips, benefiting suppliers such as Corning that make the fiber-optic equipment needed to move data between thousands of processors in large data centers.
Tech futures are pointing to a strong open, with the Nasdaq Composite (^IXIC) leading the charge with a 1% increase on the heels of yesterday’s record-setting performance. Gains arrive on the back of blowout chip earnings and a sharp retreat in crude prices tied to signs of diplomatic progress between Washington and Tehran. AMD (Nasdaq: ... Tech Stocks Rocket Higher on Chip Strength, Easing Oil and Iran Deal Hopes
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