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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...

According to a Reuters report, Washington is preparing to introduce a minimum import price, along with tariffs on polysilicon and related products.

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

Corning just handed investors one of the steepest single-stock declines in its peer group, yet at least one major Wall Street bank is responding by raising its price target to levels that would shock most bears right now.

Marvell stocck was rising along with Corning, Lumentum and Coherent following a report about plans to restrict Chinese data-center components.

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

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.

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.

Shares of Corning had a tough July but a Truist analyst team believes the stock now has a “more reasonable entry point.” Shares of the optical networking company declined 0.5% to $137.52 in premarket trading on Monday after ending Friday up 2.2%. Corning and other optical networking names have become a major part of the artificial-intelligence trade.

Wall Street analysts are reshuffling their bets heading into August, and some of the calls on Monday target names that range from a crypto giant to a coffee behemoth to a semiconductor darling. Find out which stocks just got slapped with new downgrades and which ones earned fresh upgrades.

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.

GLW's AI optics growth, stronger cash flow and rising estimates support upside, but a premium valuation leaves little room for execution misses.

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.

Today, July 30, 2026, investors are pivoting back into technology despite GDP slowdown, with the Nasdaq climbing on broad semiconductor strength.

Check out the companies making headlines yesterday:

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

Heavy, unusual put option volume today in Corning Inc. (GLW) shows some investors believe GLW is cheap after generating strong free cash flow. The out-of-the-money 6-month GLW short-put play is bullish.

Corning Incorporated (NYSE:GLW) delivered rapid optical growth on July 28, then suffered a share-price decline of more than 20% after its guidance fell short of elevated expectations. Coherent Corp. (NYSE:COHR) also traded sharply lower. Coherent belongs in this story for a specific reason: the two companies monetize different components of the same AI data-center links. […]

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.

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

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.