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Lumentum just torched Wall Street expectations and sent shockwaves through the entire AI optics complex, pulling peers like Coherent, Corning, and Ciena sharply higher as analysts scramble to figure out whether the rally has legs or has already outrun reality.
Shares of glass and electronic component manufacturer Corning (NYSE:GLW) fell 2.7% in the afternoon session after reports that key customer Apple scrapped its planned all-glass 20th-anniversary iPhone model, raising concerns about future demand for the company's specialty glass.
(Bloomberg) -- One of the stock market’s favorite momentum plays from earlier this year is re-emerging as rising confidence in artificial intelligence spending sends the shares of optical component makers soaring again.Most Read from BloombergPhoebe Gates Knew Phia Shopping App Took Credit for Sales It Didn’t DriveFive Takeaways From Zuckerberg’s 6,500-Word Manifesto on AITata Sons Chairman to Step Down, Deepening Leadership TurmoilTrump Weighs Call for Capital Gains Tax Cuts as Midterm BoostPak
One turnaround story carries crushing debt and negative cash flow; the other boasts 19% revenue growth and $1.4 billion in free cash flow.
JBL's cheaper valuation, broader AI hardware exposure and stronger 2026 growth estimates give it an edge over GLW despite its bigger rally.
Corning Incorporated recently reported second-quarter 2026 results showing higher sales of US$4,505 million and improved earnings per share compared with a year earlier, while also completing a multi-year share repurchase program totaling 48,600,078 shares for about US$2.03 billion. The company paired these results with guidance calling for further year-over-year growth in third-quarter core sales and earnings, reinforcing investors’ focus on its role in supplying materials for data centers...
A number of stocks jumped in the afternoon session after the July jobs report showed an unexpected loss of 23,000 jobs, signaling a cooling labor market.
A weekend debate on social media about optics replacing memory as the hottest AI trade sent optical stocks surging at Monday's open, then something unexpected happened within the first ten minutes of trading.
Investors have been piling into a long-dated, in-the-money (ITM) call option on Corning Inc. (GLW). That's a very bullish signal from investors. This could lead to strong free cash flow (FCF) forecasts.
Nvidia reportedly agreed to invest up to $3 billion in Lancium, adding to a growing list of investments as some analysts argue the chip maker should spend more on buybacks.
CIEN's AI-driven optical networking demand is fueling record revenue and a $7.7 billion backlog, but supply constraints and costs pose key risks.
Stocks that outperform the market usually share key traits such as rising sales, expanding margins, and increasing returns on capital. The select few that can do all three for many years are often the ones that make you life-changing money.
Photonics and optics stocks got a big boost Friday in the wake of strong earnings and amid anticipation of a potential setback for overseas competition.
NTGR's Q2 earnings beat estimates as Enterprise growth and wider margins offset Consumer weakness amid memory-cost headwinds.
The move is expected to benefit Corning's joint venture with Japan's Shin-Etsu Handotai.
Owens-Corning Inc (OC) delivered robust Q2 results with $2.8 billion revenue and a 24% EBITDA margin, while navigating cost inflation and strategic investments.
(Bloomberg) -- President Donald Trump is preparing to impose tariffs and minimum prices on imported polysilicon, a bid to boost domestic production of the material as well as the US semiconductors and solar panels made from it.Most Read from BloombergIran Says Agreement on Hormuz Shipping Reached With OmanSpaceX’s AI Splurge Puts a Damper on First Earnings After IPOTrump Says Iran Talks Going Well as Hopes Rise for Hormuz DealChina’s AI Blitz Creates ‘Death Zone’ for Rival US Model MakersTaco Be
Following a standout year of market-beating returns, Corning continues to earn a moderately bullish endorsement from Wall Street analysts.
U.S. officials are preparing potential tariffs and a price floor on polysilicon that could affect Corning's position in solar and semiconductor related materials. Reports from China indicate possible import bans on certain data center components that may touch Corning's optical and data infrastructure business. These trade and policy shifts raise new questions for Corning's supply chains, costs, and customer demand beyond its recent earnings and partnership updates. Corning, traded on the...
According to a Reuters report, Washington is preparing to introduce a minimum import price, along with tariffs on polysilicon and related products.
Aug 4 (Reuters) - The Trump administration is preparing to set a price floor and impose tariffs on polysilicon and related products, according to four people familiar with the plan, putting a material
Corning just handed investors one of the steepest single-stock declines in its peer group, yet at least one major Wall Street bank is responding by raising its price target to levels that would shock most bears right now.
U.S. optical component stocks surged following a Reuters report that the Trump administration is drafting a ban on U.S. imports of new Chinese data center hardware. Applied Optoelectronics jumped 16%, Coherent gained 13%, Lumentum rose 11%, and Corning climbed 8%. According to four sources familiar with the matter, the Federal Communications Commission (FCC) is preparing restrictions against new Chinese optical transceivers—the critical hardware that routes data over fiber-optic cables inside AI
Stock futures were rising on Tuesday, putting the on the brink of a record high as tech extended its recent rebound. Palantir was the S&P 500’s best performer ahead of the opening bell, surging 16% after the data analytics software developer reported strong second-quarter earnings. CEO Alex Karp described the quarter as “otherworldly,” as U.S. commercial revenue rose 149% from a year ago.
GLW has fallen 13.9% in three months, but AI infrastructure, solar and automotive growth could support demand as investors weigh key risks.
Investing.com -- Truist Securities upgraded Corning Incorporated to Buy from Hold, saying the stock’s roughly 45% pullback in July presents an attractive entry point, while lowering its 12-month price target to $175 from $205 to reflect higher discount rates and lower sector valuation multiples.
Shares of Corning had a tough July but a Truist analyst team believes the stock now has a “more reasonable entry point.” Shares of the optical networking company declined 0.5% to $137.52 in premarket trading on Monday after ending Friday up 2.2%. Corning and other optical networking names have become a major part of the artificial-intelligence trade.
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