High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
According to a Reuters report, Washington is preparing to introduce a minimum import price, along with tariffs on polysilicon and related products.
U.S. optical component stocks surged following a Reuters report that the Trump administration is drafting a ban on U.S. imports of new Chinese data center hardware. Applied Optoelectronics jumped 16%, Coherent gained 13%, Lumentum rose 11%, and Corning climbed 8%. According to four sources familiar with the matter, the Federal Communications Commission (FCC) is preparing restrictions against new Chinese optical transceivers—the critical hardware that routes data over fiber-optic cables inside AI
Investing.com -- Truist Securities upgraded Corning Incorporated to Buy from Hold, saying the stock’s roughly 45% pullback in July presents an attractive entry point, while lowering its 12-month price target to $175 from $205 to reflect higher discount rates and lower sector valuation multiples.
The maker of optical fiber plunged on its tepid outlook. Time to buy?
Corning Incorporated (NYSE:GLW) reported better-than-expected second-quarter earnings on Tuesday, but investors focused on weaker-than-anticipated guidance for the third quarter, sending the specialty glass and materials manufacturer’s shares down 11. 2%.
APH heads into Q2 earnings with strong AI infrastructure demand, rising sales and earnings expectations, and a premium valuation supported by growth prospects.
Knowles (KN) delivered earnings and revenue surprises of +10.00% and +6.99%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?
Lumentum Holdings was among the hottest names in the artificial-intelligence trade at the start of the year. After a couple rocky months, it is time to buy, according to Barclays. The firm upgraded Lumentum shares to Overweight from Equal Weight and reiterated a price target of $1,000 in a research note Monday.
Micron surged overnight on strong earnings and guidance, lifting other memory and chip plays. The Fed's favorite inflation gauge is on tap.
Corning stock rallied on news of a major agreement with Amazon as part of the tech giant's data center expansion.
Investing.com -- Corning (NYSE:GLW) shares jumped 10% Monday after Amazon (NASDAQ:AMZN) announced a multiyear, multibillion-dollar agreement with the company to supply optical fiber, cable, and connectivity solutions for Amazon’s expanding data center infrastructure across the United States.
Corning struck a $500 million deal with Nvidia to supply components for the artificial intelligence leader's data center build-out.
Investing.com -- Corning (NYSE:GLW) shares jumped 14% Wednesday following the announcement of a multiyear partnership with NVIDIA (NASDAQ:NVDA) to expand U.S. manufacturing of optical connectivity solutions for AI infrastructure.
FEATURE Corning and Nvidia are forming a partnership to drastically expand U.S. fiber and optical connectivity production, the companies announced Wednesday. Shares of Corning, the glassmaker, jumped 15% in premarket trading.
Apple, Sandisk and Roku were key movers after the stock market hit new highs amid huge earnings and lower oil prices.
NTGR beats Q1 EPS and revenue estimates despite a 2% sales dip, as enterprise ProAV switches and recurring subscribers help cushion results.
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.
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