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ERIC Q2 earnings meet estimates but revenues miss as lower IPR licensing sales hurt the results despite stronger margins in key businesses.

Arista Networks, Vertiv, Astera Labs, Corning, and Constellation Energy address AI infrastructure bottlenecks like networking, cooling, and power, and each carries a consensus Buy or Moderate Buy rating.

Sandisk Corporation (NASDAQ:SNDK) was among Jim Cramer’s stock calls on Mad Money, as he advised investors to stick with the largest tech companies in the market. Cramer highlighted how the company’s rally got triggered. He remarked: Now, today was one of those days where the complex of Micron, Seagate, Lumentum, Corning, Western Digital, and Sandisk […]

Jensen Huang has been placing bold bets on optical connectivity firms that could define the next chokepoint of the AI race, and a recent market pullback may have just handed investors a rare entry point into his favorite picks.

CIEN is riding the AI-driven optical networking demand, record revenue and a growing backlog. See what's fueling its outlook despite supply constraints.

FEATURE Artificial-intelligence stocks were dipping on Friday, as investors took the chance to lock in some profit following a solid rally the previous session. Futures tracking the slid 0.3% as the rebound fizzled out, with some of 2026’s biggest winners on course to open in the red.

Corning (NYSE:GLW) has signed a multi billion dollar agreement with Amazon to expand US production of optical fiber products used in AI data centers. The company is partnering with Nvidia to grow domestic manufacturing capacity for advanced optical solutions that support AI computing. The initiatives are expected to add 1,000 jobs in North Carolina and increase US fiber output tenfold. For investors tracking AI infrastructure, Corning sits at an important intersection between communications...

The artificial-intelligence rally looked set to fizzle out on Friday as investors opted to lock in some profit following a session of gains for tech. Nasdaq 100 futures fell 0.4%. Dow Jones Industrial Average futures ticked up 38 points, or 0.1%.

More than simply catching the AI updraft, the networking gear maker built a backlog that has investors asking if this time is truly different.

The broadening trade was in full effect on Thursday, but that doesn’t mean tech was left behind. The Nasdaq led gains, up 1.3%. The S&P 500 rose 0.8%. The Dow inched up 129 points or 0.3%. But unlike the narrow leadership that dominated previous AI bull market rallies, Big Tech wasn’t the only one pulling its weight.

There’s been market volatility lately, especially within the technology sector. The AI trade is being pressured, with some stocks losing 25% or more.

AI hardware and optical-communication gains helped steady major U.S. indexes after war-driven swings, today, July 9, 2026.

Memory chips, optical technology, semiconductor equipment makers, oh my! The three themes within the AI trade have emerged as investors' favorites, sending related stocks skyrocketing this year. They're also leading today's session.

AI valuation worries are shifting focus to dividend growth. DELL joins four stocks highlighted for earnings growth, rising sales and steady payouts.

The AI trade mounts a comeback as investors get over the worst of their fears about a flare-up in tensions between the U.S. and Iran.

Corning Incorporated (NYSE:GLW) is one of the Best Stocks To Buy. On June 24, Corning Incorporated (NYSE:GLW)’s board announced a quarterly dividend of $0.28 per share, with payment scheduled for September 29, 2026, to shareholders of record on August 31, 2026. Earlier, on June 8, Reuters reported that Amazon signed a multi-billion-dollar agreement with Corning […]

APH's AI data center demand, acquisitions and diversified end-markets support growth, but debt, supply pressures and stretched valuation add risk.

Apple (AAPL) and Broadcom (AVGO) are partnering on a $30 billion AI chip deal. Yahoo Finance Technology Editor Dan Howley explains more in the video above.

Zacks.com users have recently been watching Owens Corning (OC) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.

The end of the Iran cease-fire could give investors a good excuse to sell AI stocks, which surged over the first half of 2026.

Index moves shift Corning toward growth benchmarks Corning (GLW) is seeing its index profile reshaped after being added to several Russell growth benchmarks and larger cap indices, while at the same time being removed from multiple Russell value and midcap indices. See our latest analysis for Corning. Despite a sharp 1 day share price decline of 4.84% and a 7 day share price return down 27.42% amid broader AI infrastructure and geopolitical pressures, Corning still shows strong momentum, with...

A number of stocks fell in the afternoon session after Iran's missile attack on commercial tankers near the Strait of Hormuz pushed oil prices higher and revived inflation fears, a double blow for the industrial sector squeezed simultaneously by rising fuel costs and rising borrowing costs.

A number of stocks fell in the afternoon session after Iran's missile attack on commercial tankers near the Strait of Hormuz pushed oil prices higher and revived inflation fears, a double blow for the industrial sector squeezed simultaneously by rising fuel costs and rising borrowing costs.

A number of stocks fell in the afternoon session after Iran's missile attack on commercial tankers near the Strait of Hormuz pushed oil prices higher and revived inflation fears, a double blow for the industrial sector squeezed simultaneously by rising fuel costs and rising borrowing costs.

A number of stocks fell in the afternoon session after Iran's missile attack on commercial tankers near the Strait of Hormuz pushed oil prices higher and revived inflation fears, a double blow for the industrial sector squeezed simultaneously by rising fuel costs and rising borrowing costs.

A number of stocks fell in the afternoon session after Iran's missile attack on commercial tankers near the Strait of Hormuz pushed oil prices higher and revived inflation fears, a double blow for the industrial sector squeezed simultaneously by rising fuel costs and rising borrowing costs.

A number of stocks fell in the afternoon session after Iran's missile attack on commercial tankers near the Strait of Hormuz pushed oil prices higher and revived inflation fears, a double blow for the industrial sector squeezed simultaneously by rising fuel costs and rising borrowing costs.

A number of stocks fell in the afternoon session after Iran's missile attack on commercial tankers near the Strait of Hormuz pushed oil prices higher and revived inflation fears, a double blow for the industrial sector squeezed simultaneously by rising fuel costs and rising borrowing costs.

A number of stocks fell in the afternoon session after Iran's missile attack on commercial tankers near the Strait of Hormuz pushed oil prices higher and revived inflation fears, a double blow for the industrial sector squeezed simultaneously by rising fuel costs and rising borrowing costs.

A number of stocks fell in the afternoon session after Iran's missile attack on commercial tankers near the Strait of Hormuz pushed oil prices higher and revived inflation fears, a double blow for the industrial sector squeezed simultaneously by rising fuel costs and rising borrowing costs.