(Bloomberg) -- One of the stock market’s favorite momentum plays from earlier this year is re-emerging as rising confidence in artificial intelligence spending sends the shares of optical component makers soaring again.Most Read from BloombergPhoebe Gates Knew Phia Shopping App Took Credit for Sales It Didn’t DriveFive Takeaways From Zuckerberg’s 6,500-Word Manifesto on AITata Sons Chairman to Step Down, Deepening Leadership TurmoilTrump Weighs Call for Capital Gains Tax Cuts as Midterm BoostPak
Notícias
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
The move is expected to benefit Corning's joint venture with Japan's Shin-Etsu Handotai.
Owens-Corning Inc (OC) delivered robust Q2 results with $2.8 billion revenue and a 24% EBITDA margin, while navigating cost inflation and strategic investments.
(Bloomberg) -- President Donald Trump is preparing to impose tariffs and minimum prices on imported polysilicon, a bid to boost domestic production of the material as well as the US semiconductors and solar panels made from it.Most Read from BloombergIran Says Agreement on Hormuz Shipping Reached With OmanSpaceX’s AI Splurge Puts a Damper on First Earnings After IPOTrump Says Iran Talks Going Well as Hopes Rise for Hormuz DealChina’s AI Blitz Creates ‘Death Zone’ for Rival US Model MakersTaco Be
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 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 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.
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.
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
Corning (GLW) delivered earnings and revenue surprises of +2.63% and +2.94%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?
Glass and electronic component manufacturer Corning (NYSE:GLW) will be reporting results this Tuesday morning. Here’s what to expect.
Morgan Stanley said Corning will remain a long-term beneficiary of scale-up optics, as data centers increasingly switch from copper to fiber-optic-based networking.
Corning is set to announce its second-quarter earnings this month, and Wall Street forecasts a double-digit rise in its bottom line.
Artificial intelligence has no shortage of obstacles. The industry is scrambling to secure enough electricity to power new data centers, enough land to build them, and enough high-bandwidth memory (HBM) to keep next-generation chips fed with data. Yet another constraint is emerging that could prove just as important: moving information between those chips fast enough ... These 7 Stocks Will Solve AI’s Most Important Bottleneck
CEO Wendell Weeks remembers the dot-com crash and other hard times, and those lessons have taught him to hedge even the most optimistic data-center bets.
Amazon.com said it entered a multibillion-dollar agreement with Corning to get optical fiber, cable and connectivity solutions to support its growing data center footprint.
Amazon said on Monday it has signed a multi-billion-dollar deal with specialty glass maker Corning aimed at boosting U.S. production of optical fiber and connectivity products that are used in data centers. Amazon, however, did not disclose any further financial details on the partnership. Shares of Corning rose about 7% in early trading, as the partnership came as a fresh boost to the company's fast-growing fiber optics unit, at a time when weak consumer electronics demand has weighed on the segment that makes Gorilla glass.
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%.