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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 […]

The S&P 500 and Nasdaq hit new highs on Iran deal hopes. Nvidia leads new buys with Arm a big earnings mover late.

AI-fueled earnings from chipmakers and easing tensions in the Middle East helped power fresh U.S. stock records, today, May 6, 2026.

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.

The Nasdaq Composite and the S&P 500 climbed to new peaks and oil prices tumbled on Wednesday follow

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

US benchmark equity indexes were higher intraday, while oil prices tumbled as investors reacted to r

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.

All three major US stock indexes were up over 1% in late-morning trading Wednesday, as investors sho

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

Shares in Corning are trading nearly 20% higher premarket after Nvidia said it would invest $500 million in the glassmaker. The injection is part of a partnership to expand manufacturing of fiber optics, which are used in AI data centers to transfer data quickly and at scale. Demand for fiber optics has supercharged Corning stock in recent months.