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The fear of higher rates slowing the debt-fueled AI buildout is battering shares in firms across the data-center supply chain. Companies ranging from construction firms to fiber-optic cable manufacturers to cooling specialists are down: Contractor Sterling Infrastructure and fiber provider Corning slid more than 10%.
This under-the-radar semiconductor company is playing a critical role in the artificial intelligence revolution.
NVIDIA is in control of AI, driving its evolution at all levels of the stack as it enters the PC market. RTX Spark is another game changer for tech.
Corning (NYSE:GLW) has signed multi-year agreements to supply optical connectivity solutions for AI infrastructure to large customers including Meta. The company has also entered a technology and manufacturing partnership with Nvidia focused on AI data center connectivity. These arrangements are tied to a plan to expand Corning's U.S. manufacturing capacity for optical communications used in AI data centers. Corning is best known for specialty glass and optical communications products that...
GLW has soared 126.6% in six months as AI-driven demand, hyperscale deals and solar growth boost results, but key risks could test momentum.
Ciena posts record Q2 revenues and a 290% earnings surge as AI-driven network demand, cloud growth and optical networking adoption accelerated.
Ciena stock fell after the optical gear maker's fiscal Q2 earnings and revenue modestly beat consensus estimates amid big share gains in 2026.
Marvell Technology’s stock gained 45% over two days after Nvidia’s CEO endorsed it as the “next trillion-dollar” company.
Check out the companies making headlines yesterday:
ADTRAN Holdings (ADTN) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.
If you were asked to name the stock that returned +305% in the last twelve months, you might guess a hot chip designer or a buzzy software name. You would probably not guess Corning (GLW), the maker of glass and ceramics. Yet here we are. While the S&P 500 managed a respectable +30% gain, GLW significantly outperformed both the broader market and its industry peers.
This is a momentum-based market, and such markets have a special risk. As the S&P 500 approaches 8000, consider this options strategy.
Shares of glass and electronic component manufacturer Corning (NYSE:GLW) jumped 13% in the afternoon session after it was swept up in the same optical infrastructure rally that drove Coherent up 19% and Marvell up 25%.
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."
Coherent, Lumentum, and Corning stocks surge Tuesday after Nvidia CEO Jensen Huang talks up optical networking demand.
Amphenol has rallied the Nasdaq Composite over the past year, and analysts remain highly optimistic about the stock’s outlook.
Chipmaker Nvidia (NVDA) has committed at least $6.5 billion over the past three months to photonics companies, as it looks for ways to remove one of the biggest bottlenecks in AI infrastructure, according to CNBC. For context, photonics uses light to move data instead of electricity, which can make data transfer faster and more energy efficient. That matters because today’s AI systems depend on massive amounts of data moving between GPUs, memory, networking chips, servers, and data centers. Clai
We just covered the From Fired Researcher to $13.7 Billion King: How Leopold Aschenbrenner Broke the Hedge Fund World and Corning Incorporated (NYSE:GLW) ranks 23rd on this list. Corning Incorporated (NYSE:GLW) is a new addition to the 13F portfolio of Situational Awareness LP. The fund declared a new stake in the company in filings for […]
If you are wondering whether Corning at around US$181 per share still offers value or is looking stretched, the numbers behind the stock can help frame that question clearly. The share price is down 6.6% over the past week, up 14.5% over the past month, up 99.8% year to date, and has a 1 year return of 269.3%, with a very large 3 year return and a strong 5 year gain as well. These moves sit against a backdrop where Corning continues to attract attention as a key US technology stock, and...
Corning Incorporated (NYSE:GLW) was among the stocks Jim Cramer discussed in this changing market. Cramer highlighted his process behind buying the stock for the Charitable Trust, as he stated: When I look at the winners, though, I invariably find the same pattern. These stocks have rallied, often gigantically, before I bought them, and I did […]
NETGEAR (NTGR) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.
Photonics could help AI data centers move data faster while using less energy.
After Intel Cisco and Corning earlier this year, data storage company NetApp is the latest tech stalwart set to finally surpass its 2000 record high. “Throughout our history, NetApp has ridden wave after wave of change in the IT ocean,” the company’s history page reads. True to its word, NetApp is now riding the AI wave.
Corning (GLW) is back on investors' radars after reporting 80% year over year revenue growth in its Solar segment for Q1 2026, along with plans to raise its Solar Market-Access Platform outlook. See our latest analysis for Corning. Corning's recent solar update comes after a strong run in the stock, with the share price at US$182.97 and a year to date share price return of about 102%. The 1 year total shareholder return of roughly 272% and very large 3 year total shareholder return suggest...
Corning (GLW) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.
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