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Corning (GLW) is Well Positioned for Strong Earnings Growth
Insider Monkey17d agoneutral
Corning (GLW) is Well Positioned for Strong Earnings Growth

Artisan Partners, an investment management company, released its second-quarter 2026 investor commentary for the “Artisan Global Opportunities Strategy”. The letter can be downloaded here. Global equities rebounded sharply during the quarter, with the MSCI ACWI Index returning 15.3% as resilient economic growth, strong corporate earnings, and continued enthusiasm around artificial intelligence supported markets despite persistent […]

Corning’s AI data-center trade hits a guidance wall
TheStreet52d agoneutral
Corning’s AI data-center trade hits a guidance wall

Corning is best known for Gorilla Glass, the durable material used in smartphone screens. The company also makes the optical fiber, cables, and connectors that move data among thousands of processors inside artificial intelligence data centers. That business helped more than double Corning’s share ...

Corning Q2 Earnings Call Highlights
MarketBeat53d agoneutral
Corning Q2 Earnings Call Highlights

Corning (NYSE:GLW) reported second-quarter 2026 results that exceeded its guidance, led by continued growth in Optical Communications and demand for products supporting generative AI data centers. The company also reiterated its long-term Springboard growth plan, which calls for an annualized sales

Corning Stock Heads for Biggest Drop in Decades as Guidance Disappoints
The Wall Street Journal53d agobearish
Corning Stock Heads for Biggest Drop in Decades as Guidance Disappoints

Corning has been betting that the massive infrastructure demands of AI will drive its next wave of growth, relying on its specialized optical fiber to link hyperscale data centers. That wager has resonated with Wall Street, more than doubling its shares over the past year.