Notícias

Although Wall Street has spent the past three years arguing about whether AI capex is a bubble, one figure from Nvidia CEO Jensen Huang makes it all pretty clear. A single 500-megawatt data center now requires 30,000 truckloads to build, and that figure does not include the separate power plant needed to feed it. Huang ... 30,000 Truckloads. Nvidia CEO Jensen Huang Calls AI Infrastructure Buildout the Largest in Human History. Manufacturing Stocks Could Rally for Decades.

GLW's AI-ready optical connectivity and market-platform revamp beat NOK's 5G push, even as GLW trades at a richer price/sales.

Amid concerns about an AI bubble, Bernstein analysts think Nvidia is trading at a relatively low valuation.

Corning stock has quadrupled during the past 12 months, and it probably isn't done yet.

GLW rides on AI data center demand with expanded U.S. manufacturing and photonics growth plans, but competition and cyclical markets remain risks.

Corning, the company that invented Pyrex, is commanding Wall Street's attention as a supplier of fiber optics for AI.

Nvidia Corp. has deepened its grip on the AI infrastructure race with a $500 million investment in Corning Inc., a move that addresses critical networking bottlenecks even as Amazon.com, Inc. and Alphabet Inc.'s Google intensify efforts to challenge its dominance....

NVIDIA Corporation (NASDAQ:NVDA) is one of the 10 Best Quality Stocks to Buy and Hold for the Next 5 Years. On May 6, 2026, Simulations Plus announced a technical collaboration with NVIDIA Corporation (NASDAQ:NVDA) focused on enabling GPU-accelerated simulation and AI-assisted workflows for computationally intensive modeling applications used throughout the drug development lifecycle. The collaboration […]

A massive multi-year partnership with the AI chipmaker is just one of several catalysts powering the optical specialist's recent rally.

Corning (GLW) is back on many investors’ screens after announcing a multi year partnership with NVIDIA that links its fiber optics business directly to hyperscale AI data center buildouts across the United States. See our latest analysis for Corning. The stock’s recent momentum has been strong, with a 22.81% 1 month share price return and 49.31% 3 month share price return, alongside a very large 1 year total shareholder return and multi year gains above 5x. This acceleration has coincided...

The stock market hit fresh highs as crude oil prices tumbled below $100 on Iran hopes. Earnings were mostly strong, though there were big losers too

If you are wondering whether Corning’s recent share price makes sense or feels stretched, this guide walks through what that current price could imply about the stock’s value. The stock last closed at US$182.40, with returns of 11.1% over 7 days, 22.8% over 30 days, 101.2% year to date and 311.0% over the past year, which naturally raises questions about how much optimism is already reflected in the price. Recent news coverage has focused on Corning’s role as a key technology supplier,...

Earlier this week, Corning announced a multiyear commercial and technology partnership with NVIDIA to build three advanced U.S. plants that will massively expand domestic optical connectivity manufacturing for next-generation AI data centers. By moving to replace thousands of copper cables inside NVIDIA’s rack-scale AI systems with Corning’s high-performance fiber, the deal targets one of AI infrastructure’s biggest bottlenecks: how fast and efficiently data can move between...

NVIDIA (NASDAQ:NVDA) shares are up by about 5% midday Wednesday, trading near $206 after the chip leader unveiled a $500 million strategic supply agreement with Corning (NYSE:GLW) focused on optical connectivity for AI data centers. Corning stock is the bigger winner, jumping 14% to $185. The deal landed before noon on the same day Corning ... NVIDIA Climbs 5% on $500M Corning Deal: Optical Connectivity Becomes the New AI Bottleneck

All three major US stock indexes were up over 1% in late-morning trading Wednesday, as investors sho

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.

The semiconductor sector (SOXX) has seen a lot of momentum this year. Yahoo Finance Senior Business Reporter Ines Ferré zooms in on Micron (MU) in particular, highlighting the factors driving the stock's recent gains.

ROST, TEL, AVGO, GLW and ANET emerge as potential winners as markets battle intense volatility.

Tech stocks are in focus amid an earnings bonanza, layoffs, and AI spending plans.

Is GLW a good stock to buy? We came across a bullish thesis on Corning Incorporated on The Analyst’s Journal’s Substack by RA_Capital. In this article, we will summarize the bulls’ thesis on GLW. Corning Incorporated’s share was trading at $168.76 as of April 22nd. GLW’s trailing and forward P/E were 92.22 and 54.35 respectively according to […]

Apple, Sandisk and Roku were key movers after the stock market hit new highs amid huge earnings and lower oil prices.

GLW and CIEN ride booming 5G, AI, and fiber demand as the communication components industry posts massive gains and strong near-term momentum.

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.