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The S&P 500's high concentration risk underscores the role that the better-diversified Invesco Equal Weight ETF can play in conservative investors’ portfolios.

Corning's Solar segment revenues jumped 80% to $370M in Q1 2026 as demand for U.S.-made solar products accelerates and growth targets move higher.

Nvidia's dramatic 2,400% increase of its quarterly dividend from $0.01 to $0.25 per share coincides with the release of its latest Q1 fiscal 2027 earnings record, which highlights revenue of $81.6 billion. But bulls are betting on growth.

This company is among those at the center of a massive shift toward AI infrastructure.

President Donald Trump said Saturday that the U.S. and Iran are close to an interim deal that will open the Strait of Hormuz.

Nvidia recently agreed to invest up to US$3.20 billion in Corning through a warrant deal to expand Corning’s U.S. optical connectivity manufacturing capacity for AI data centers, deepening their collaboration on scaling high‑performance optical solutions. This partnership effectively positions Corning as a core supplier at the physical layer of AI infrastructure, tying its long-term prospects more closely to the buildout of next‑generation data centers. We’ll now examine how Nvidia’s...

The stock market rebounded for solid weekly gains, with leaders showing bullish action. Tesla is near a buy point along with ASML and several other AI stocks. Here's what to do.

Whale Rock Capital Management, run by the very impressive Alex Sacerdote, is having its moment in the sun after yet another incredible quarter. Indeed, the fund might be lesser-known compared to some of the other giants out there, but it’s rising through the ranks — and fast, thanks in part to a very unique mix ... This Alphabet‑Heavy Fund Has a Front‑Row Seat to the AI Boom — and the Market Can See Why It’s Suddenly a Top Performer

Carillon Tower Advisers, an investment management company, released its first-quarter 2026 investor letter for the “Carillon Eagle Growth & Income Fund”. A copy of the letter is available to download here. The first quarter of 2026 was volatile due to market shifts, including increased geopolitical risk and inflation fears from rising energy prices. The S&P declined […]

This manufacturer's growth is only getting faster.

The Dow hit a record close as oil prices fell further. Amazon led AI stocks in buy areas even as Nvidia retreated.

Corning Incorporated (NYSE:GLW) was among the stocks Jim Cramer discussed while explaining how investors can navigate the current market rotation. Cramer showed hesitancy when it came to buying more of the stock, as he said: Next, there’s Corning, another Charitable Trust company with another parabolic move, and it’s gotta come in more than just down […]

Nvidia agreed to invest up to US$3.2b in Corning (NYSE:GLW) through a warrant deal tied to expanding optical connectivity for AI data centers. The partnership is focused on scaling optical solutions that support high performance AI infrastructure. The arrangement deepens an existing collaboration between the two companies around data center technology. Corning, best known for glass, ceramics, and optical communications products, now sits closer to the center of AI data center build outs...

Nvidia (NASDAQ:NVDA) has been on quite the investment spree in the past year, and while much of the AI bets and partnerships have begun to bear fruit after the latest run in AI-related names, questions linger as to how all these “circular” bets change the risk/reward profile of the world’s largest company. Undoubtedly, if there’s ... Nvidia Might Have Just Revealed the AI Sleeper Stock That Investors Missed

Yahoo Finance Executive Editor is joined by Crossmark Global Investments Chief Market Strategist Victoria Fernandez to break down Nvidia (NVDA) ahead of earnings today, May 20.

GLW is intensifying its push into fiber optics as AI data centers and high-speed Internet demand lift Optical Communications sales 36% to $1.85B.

The company’s partnership with Nvidia reinforces the reality that optical connectivity is a bottleneck.

Corning (NYSE:GLW) is expanding its role in AI data infrastructure through multi-year optical connectivity agreements with hyperscale customers including Meta. The company has entered a broad partnership with Nvidia that includes operational collaboration and an investment in Corning through warrants. Corning plans to increase U.S. optical connectivity manufacturing capacity tenfold and build three new facilities to support AI data center demand. The company is also planning a significant...

The S&P 500 (^GSPC) is home to the biggest and most well-known companies in the market, making it a go-to index for investors seeking stability. But not all large-cap stocks are created equal - some are struggling with slowing growth, declining margins, or increased competition.

The Gen Z AI savant’s multibillion-dollar fund made a rash of short positions against chipmakers while expanding its bullish bets on compute and memory stocks.

Corning Incorporated (NYSE:GLW) is one of the 10 Fastest Growing S&P 500 Stocks to Buy Now. On May 12, 2026, Mizuho raised the firm’s price target on Corning Incorporated (NYSE:GLW) to $220 from $190 while maintaining an Outperform rating on the shares. On May 7, 2026, Oppenheimer also raised the firm’s price target on Corning […]

Corning's stock price has more than doubled this year, and Nvidia could boost it even higher.

NVIDIA Corporation (NASDAQ:NVDA) is one of the Best Fundamentally Strong Stocks to Buy Now. On May 13, BofA lifted its price objective on the company’s stock to $320 from $300 and kept a “Buy” rating on the shares. Notably, the firm lifted its sales forecast for FY 2028 and 2029, which correspond to CY 2027 and […]

Investors are pouring money quickly into a new ETF that invests in companies involved with photonics and photolithography.

In early May 2026, QuantumScape announced that its Eagle Line pilot-scale production facility had begun operating using its proprietary Cobra process, alongside reporting its first customer billings, new ecosystem partnerships, and a narrowed net loss as it shifts from pure research toward commercial activity. An important development is QuantumScape’s push to diversify beyond electric vehicles into AI data centers and defense, supported by added automotive OEM programs and technology...

We recently published Jim Cramer Revealed His Big AI Investing Fear & Discussed These 20 Stocks. Corning Incorporated (NYSE:GLW) is one of the stocks discussed by Jim Cramer. Optical connectivity equipment manufacturer Corning Incorporated (NYSE:GLW)’s shares are up by 324% over the past year and by 123% year-to-date. Several analysts have discussed the firm recently. […]

Starbucks upgraded, Doximity downgraded: Wall Street's top analyst calls

CIEN is riding AI-driven demand and cloud adoption as hyperscalers boost optical network spending and Ciena expands its market share.

The dot-com bubble began to burst in the spring of 2000, when presidential candidates George Bush and Al Gore emerged from their party conventions, the human genome project unveiled its first draft, and ‘American Beauty’ dominated the Oscars with five awards, including best picture. More than a quarter-century later, however, those same three stocks are leading an old-tech revival that has powered U.S. markets to a series of record highs, paced by an insatiable appetite for all things related to artificial intelligence. Investors are seeing few signs of a pullback like the one during the turn of the century crash that rocked tech markets for a decade.

Although Wall Street has spent the past three years arguing about whether AI capex is a bubble, one figure from Nvidia CEO Jensen Huang makes it all pretty clear. A single 500-megawatt data center now requires 30,000 truckloads to build, and that figure does not include the separate power plant needed to feed it. Huang ... 30,000 Truckloads. Nvidia CEO Jensen Huang Calls AI Infrastructure Buildout the Largest in Human History. Manufacturing Stocks Could Rally for Decades.