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Following a standout year of market-beating returns, Corning continues to earn a moderately bullish endorsement from Wall Street analysts.

U.S. officials are preparing potential tariffs and a price floor on polysilicon that could affect Corning's position in solar and semiconductor related materials. Reports from China indicate possible import bans on certain data center components that may touch Corning's optical and data infrastructure business. These trade and policy shifts raise new questions for Corning's supply chains, costs, and customer demand beyond its recent earnings and partnership updates. Corning, traded on the...

Aug 4 (Reuters) - The Trump administration is preparing to set a price floor and impose tariffs on polysilicon and related products, according to four people familiar with the plan, putting a material

Stock futures were rising on Tuesday, putting the on the brink of a record high as tech extended its recent rebound. Palantir was the S&P 500’s best performer ahead of the opening bell, surging 16% after the data analytics software developer reported strong second-quarter earnings. CEO Alex Karp described the quarter as “otherworldly,” as U.S. commercial revenue rose 149% from a year ago.

GLW has fallen 13.9% in three months, but AI infrastructure, solar and automotive growth could support demand as investors weigh key risks.

Corning’s shares ended in the red in 16 out of 22 trading sessions in July, with the stock plummeting in double-digits on three of those days.

Software stocks help power the market higher after President Donald Trump says he will restart talks with Iran.

Corning shares fell as much as 20% after second-quarter results, even though Optical Communications sales, the segment most tied to AI data centers, grew 32% to more than $2 billion.

Corning’s share price has more than tripled over the past three years, yet the current intrinsic value estimate from a Discounted Cash Flow (DCF) model still points to a meaningful gap to the market price. This raises the question of how much of this run is backed by fundamentals and how much is sentiment after the latest sell off. Corning has returned about 3.3x over three years, which puts recent short term share price weakness in the context of a very strong longer term run. Growing...

The S&P 500 is on pace to log its worst July performance since 2014. These are the best and the worst performing stocks in the index for the month.

Corning's AI data-center deals are accelerating optical demand, while a $10 billion photonics goal and U.S. expansion raise the execution stakes.

Corning's growth outlook rests on AI-driven optical demand and a solar ramp that must turn surging sales into consistent profits.

This 175-year-old company is playing a central role in the artificial intelligence boom.

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Corning stock is undergoing sharp weakness. Here's an options strategy that could serve as an attractive way to still profit.

Corning highlights AI infrastructure demand, optical growth and its Springboard plan to drive sales and profitability expansion.

The memory storage company has been the poster child of the AI momentum trade, and the recent selloff.

Oil prices rise, Visa is streamlining, Corning has worst day in four months, and more news to start your day.

Shares of glass and electronic component manufacturer Corning (NYSE:GLW) fell 13% in the afternoon session after the company reported second-quarter revenue and third-quarter sales forecast both missed Wall Street's expectations.

The Morning Bull - US Market Morning Update Wednesday, Jul, 29 2026 US stock futures are mixed in early Tuesday trade, with broad S&P 500 contracts slightly in the red while Dow futures edge up. The key driver is the US 10 year Treasury yield hovering around 4.64% as investors brace for this week’s Federal Reserve decision. Markets see roughly a one in three chance of a rate hike now and about a 56% chance by September. At the same time, US durable goods orders for June rose 0.3% and a core...

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 ...

Find insight on HYPE tokens, Commvault , Corning and more in the latest Market Talks covering Technology, Media and Telecom.

Corning Inc (GLW) reports a robust 17% revenue increase and 30% EPS growth, driven by significant gains in Optical Communications and Enterprise segments.

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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

Moby summary of Corning Incorporated's Q2 2026 earnings call

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Third-quarter guidance points to core sales of $4.9 billion to $5 billion

(Updates with index/price moves and company/geopolitical news from the first paragraph.) US equit

O’Keeffe Stevens Advisory, an investment advisory firm, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. During Q2 2026, the market experienced notable dispersion between perceived AI losers and winners. The firm has made investments early in AI infrastructure companies, which yielded gains during market repricing. The second quarter […]