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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

These 7 Stocks Will Solve AI’s Most Important Bottleneck
24/7 Wall St.37d agoneutral
These 7 Stocks Will Solve AI’s Most Important Bottleneck

Artificial intelligence has no shortage of obstacles. The industry is scrambling to secure enough electricity to power new data centers, enough land to build them, and enough high-bandwidth memory (HBM) to keep next-generation chips fed with data. Yet another constraint is emerging that could prove just as important: moving information between those chips fast enough ... These 7 Stocks Will Solve AI’s Most Important Bottleneck

Amazon, Corning sign multi-billion-dollar deal to boost fiber optics manufacturing in US
Reuters58d agoneutral
Amazon, Corning sign multi-billion-dollar deal to boost fiber optics manufacturing in US

Amazon said on Monday it has signed a multi-billion-dollar deal with specialty glass ‌maker Corning aimed at boosting U.S. production ‌of optical fiber and connectivity products that are used in data ​centers. Amazon, however, did not disclose any further financial details on the partnership. Shares of Corning rose about 7% in early trading, as the partnership came as a fresh ‌boost to the ⁠company's fast-growing fiber optics unit, at a time when weak consumer electronics demand has ⁠weighed on the segment that makes Gorilla glass.

Investing.com64d agoneutral
Huang’s copper-vs-optics call sends optical stocks surging

Huang's remarks crystallized a hierarchy that Wall Street is now pricing in aggressively. "We should use copper as much as we can, for as long as we can, but copper has its limits," he said. "The right strategy is to scale up with copper as long as you can — after that you scale up further with optics, you scale out with optics and you scale across with optics. So you use optics wherever you must, you use copper wherever you can."