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Corning’s AI data-center trade hits a guidance wall
TheStreet7d 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
MarketBeat7d 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 Journal8d 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.

Owens Corning Q1 Earnings Call Highlights
MarketBeat84d agoneutral
Owens Corning Q1 Earnings Call Highlights

Owens Corning (NYSE:OC) reported lower first-quarter revenue as weaker residential construction and repair-and-remodel demand continued to pressure volumes, but executives said the company’s reshaped building products portfolio is producing more durable margins through the cycle. The Toledo, Ohio-b

First Lumentum, Now Coherent. Why Earnings Aren’t Boosting the AI Laser Stock.
Barrons.com90d agoneutral
First Lumentum, Now Coherent. Why Earnings Aren’t Boosting the AI Laser Stock.

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.