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Corning Meta Fiber Expansion Deepens Ties To AI Data Center Growth
Simply Wall St.95d agoneutral
Corning Meta Fiber Expansion Deepens Ties To AI Data Center Growth

Corning (NYSE:GLW) and Meta have started a $6b expansion of Corning's optical cable plant in North Carolina. The project is intended to support AI data center growth and strengthen US based fiber supply. The expansion represents a multi year commitment between Corning and a large technology partner focused on AI infrastructure. Corning, trading at $158.26, has seen very strong share price performance, with the stock up 74.5% year to date and 251.1% over the past year. The new expansion with...

Jim Cramer’s a Believer in Corning (GLW) & Data Centers
Insider Monkey96d agoneutral
Jim Cramer’s a Believer in Corning (GLW) & Data Centers

We have recently shared Jim Cramer Made A Big Prediction About OpenAI & Discussed These 20 Stocks. Corning Incorporated (NYSE:GLW) is one of the stocks discussed by Jim Cramer. Glass manufacturer Corning Incorporated (NYSE:GLW) is one of Jim Cramer’s favorite data center stocks, as he believes that the firm’s aim to replace copper with glass […]

Jim Cramer Shares Key Insight About Coherent (COHR)
Insider Monkey96d agoneutral
Jim Cramer Shares Key Insight About Coherent (COHR)

We have recently shared Jim Cramer Made A Big Prediction About OpenAI & Discussed These 20 Stocks. Coherent Corp. (NYSE:COHR) is one of the stocks discussed by Jim Cramer. Coherent Corp. (NYSE:COHR) is another optical communications products manufacturer. Like its peers, the firm has also performed well on the stock market. Its shares are up […]

The S&P 500 Just Had Its Best Month Since 2020. Don’t Let ‘Sell in May’ Spook You.
Barrons.com97d agobearish
The S&P 500 Just Had Its Best Month Since 2020. Don’t Let ‘Sell in May’ Spook You.

There was a lot that could have made the stock market fall. Investors shrugged off questions about when—or even if—the Federal Reserve would cut interest rates again this year after the central bank held rates steady, and they ignored the fact that Jerome Powell plans to stay on the Fed’s Board of Governors even as Kevin Warsh prepares to become chair. Inflation came in hot as oil prices continued to rise, and earnings from Microsoft and Meta Platforms revealed sizable capital spending increases—and resulted in falling stocks. Eli Lilly earnings offered evidence that weight-loss drugs were only getting bigger; Coca-Cola’s beat showed that not all soft-drink makers are suffering from an Ozempic overhang; Alphabet’s capital spending paid off with big profits; and Caterpillar’s numbers demonstrated that there’s more to its business than mining and machinery.

Jim Cramer Says “Corning Flew Too Close and Had Its Icarus Moment”
Insider Monkey98d agoneutral
Jim Cramer Says “Corning Flew Too Close and Had Its Icarus Moment”

Corning Incorporated (NYSE:GLW) was among the stocks on Jim Cramer’s Mad Money radar as he discussed the recent sell-off in AI-related stocks. Highlighting the stock’s recent parabolic move, Cramer said: Let’s go back to the rain metaphor for a moment, though. We’re on the cusp of the big four tech earnings, Amazon, Alphabet, Meta, and […]

Is Corning Stock A Buy At 50 Times Earnings?
Trefis98d agobullish
Is Corning Stock A Buy At 50 Times Earnings?

Corning (GLW) reported Q1 2026 core sales of $4.35 billion, representing an 18% year-over-year increase. The core insight hiding beneath this headline beat is how entirely the AI-driven acceleration is offsetting the more modest growth currently seen in the company's traditional Glass Innovations segment.

Corning stock falls as its story gets more complicated
TheStreet98d agobearish
Corning stock falls as its story gets more complicated

Corning (GLW) stock pulled back about 1% after earnings, following a massive run in which shares gained roughly 250% over the past year. The reaction looks odd at first glance because Optical demand tied to AI data centers is accelerating, margins are expanding, and Corning just locked in two new ...