GLW Corning Incorporated

GLW signs a $3 billion-plus AT&T deal to expand U.S. broadband, boosting fiber capacity as data use and AI adoption drive connectivity demand.

Jabil's Q4 earnings and revenues beat estimates as AI infrastructure demand surges, with FY27 growth expected to remain strong.

Target upgraded, Moderna downgraded: Wall Street's top analyst calls

In late September 2026, AT&T announced a multi-year agreement worth more than US$3.00 billion for Corning to supply fiber and cable to support AT&T’s nationwide network expansion and U.S.-based manufacturing push as data demand rises with AI. Beyond its headline size, this deal highlights Corning’s deep integration into U.S. connectivity infrastructure, tying its fiber capacity directly to AT&T’s goal of reaching 60 million Americans with fast internet by 2030. Next, we’ll examine how this...

John Stankey called SpaceX’s rooftop cellular strategy “not a viable strategy,” citing costs and property-owner permission hurdles.

The storied industrials company just signed a multi-billion-dollar deal with a famous telecom.

Shares of glass and electronic component manufacturer Corning (NYSE:GLW) jumped 3.1% in the pre-market session after the company announced a multi-year agreement valued at over $3 billion with AT&T to deliver fiber and cable.

Coherent (COHR) and Amphenol (APH) both sell connections inside AI data centers, but Coherent relies on that business more. Data center and communications made 79% of Coherent's latest quarterly revenue. At Amphenol, sales from IT datacom made up 43% of Q2 2026 sales, and communications networks another 11%. At 68.6 times the past twelve months of profit, Coherent's price makes sense only if its orders become sales and cash. So what does Amphenol offer you that Coherent does not.

Elon Musk 's plan to turn SpaceX into a major threat to the legacy telecom companies is "not a viable strategy," AT&T CEO John Stankey tells Axios.

The multi-year agreement will see Corning supply the fiber and cable AT&T needs to reach 60 million locations by 2030

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US equity indexes fell during midday trading on Tuesday as Treasury yields rose amid growing uncerta

Corning Inc (NYSE:GLW, XETRA:GLW) will supply the fiber and cable AT&T needs to expand its network under a multi-year agreement valued at more than $3 billion, the companies said on Tuesday. The news sent Corning shares up almost 4%, while AT&T Inc (NYSE:T, XETRA:SOBA) shares were...

The Dow Jones Industrial Average was down, while the Nasdaq Composite and the S&P 500 Index were rou

CIEN is helping CtrlS build five metro networks across India, linking nine data centers with up to 100 Tb/s of capacity for AI-scale connectivity.

Tributary Capital Management released its second-quarter 2026 investor letter for “Multi Cap Core Equity Strategy”. You can download a copy of the letter here. The Tributary Multi Cap Core’s equity allocation underperformed in Q2, returning +12.5% against +15.3% for the S&P 1500 and +15.4% for the Russell 3000. Information Technology was the main driver of […]

The artificial-intelligence rally looked set to restart on Friday, as a drop in bond yields gave risk assets a boost. Glassmaker Corning, optical networking companies Coherent and Lumentum, server maker Dell, and flash-memory product supplier Sandisk were all rallying ahead of the opening bell.

VIAV's 196.4% rally reflects AI data-center demand, Spirent opportunities, stronger margins and broader testing exposure across 6G and wireless markets.

One generates $7.5B in free cash flow with a lower valuation multiple; the other is riding an AI boom but commands a premium price.

Qualcomm is expanding beyond smartphones with new 2nm chips, the PickNik Robotics acquisition, and data center interconnect deals, while analysts hold a $204 price target amid Hold ratings.

Lumentum shares rose after it announced an AI optical connectivity demonstration with Corning and Qualcomm at ECOC 2026, pairing its VCSEL lasers with high-density chip-to-chip links.

Owens Corning (OC) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.

Corning, Cisco Systems, and Texas Instruments are repositioning around AI infrastructure needs, showing earnings growth, steady margins, dividends, and Moderate Buy analyst ratings with notable upside targets.

When AI stocks rebounded last week, optical networking companies did not rebound equally. Lumentum Holdings Inc. (NASDAQ:LITE) jumped nearly 10% in Wednesday trading and led the S&P 500, while Coherent rose 6.9%. Corning Incorporated (NYSE:GLW) managed only a 0.4% gain and remained down sharply for the week. All three sit inside the same broad AI-connectivity […]

Corning (NYSE:GLW), Qualcomm and Lumentum plan to showcase a high-density die to die optical connectivity solution at ECOC 2026. The joint demo targets AI scale up architectures that require higher bandwidth, lower latency and tighter power budgets for chip interconnects. The ECOC 2026 presentation will highlight massively parallel optical D2D links paired with high density fiber to support advanced AI data centers. This upcoming ECOC 2026 D2D optical demo with Qualcomm and Lumentum sits...

Sandisk rises. Rosenblatt initiates coverage of the stock with a Buy rating and a price target of $2,400.

Meta Platforms unveiled Petal, a petabit-scale subsea cable linking the U.S. and France, boosting demand for optical infrastructure suppliers like Corning amid AI-driven data center buildouts.

CIEN is expanding subsea capacity across key global routes, deploying WL6e technology on ACE and ECHO to boost international connectivity.

Investing in certain stocks can pay off in the long run, especially if you hold on for a decade or more.

Key TakeawaysAI Repricing: Qualcomm stock jumped 9% to $194 on Monday, September 21, after the company unveiled a die-to-die optical interconnect demo with Lumentum and Corning built for AI data centers. Street Flatlines: The 38 analysts TIKR tracks carry 9 buys, 2 outperforms, 23 holds, 2 underperforms and 1 sell, and their $194 mean target now sits exactly at the stock’s new price.

Shares of glass and electronic component manufacturer Corning (NYSE:GLW) jumped 6% in the afternoon session after the company announced a partnership with Qualcomm Technologies and Lumentum to demonstrate high-density optical interconnects for artificial intelligence architectures at ECOC 2026.

A trade show demonstration quietly repositioned Qualcomm inside one of the market's most coveted growth stories, and the divergence from its closest chip peers reveals exactly what investors think the moment is worth.

A joint AI optical interconnect demo named Lumentum as its author, yet Corning stock is outrunning everyone else in the session, and that inversion tells a story about how the market is repricing the fiber layer of AI infrastructure.

Ciena stock rises after Evercore ISI upgrades shares of the optical networking company to Outperform.

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Qualcomm Latest AI Play Sends Optical Networking Stocks Higher

Lumentum Holdings recently showcased its eight-wavelength DWDM External Laser SFP module and broader AI-focused optical solutions at ECOC 2026, underscoring its role in co-packaged and near-packaged optics aligned with the OCI MSA standard. By pairing this new DWDM ELSFP with a joint die-to-die optical interconnect demo with Qualcomm and Corning, Lumentum is positioning its photonics platform at the heart of emerging AI data center architectures. We’ll now examine how Lumentum’s...

Lumentum (LITE) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions may not translate into further price increase in the near term.

Key Stats for Corning Incorporated 52-Week Range: $77. 05 to $271.

Glass technology products manufacturer Corning Incorporated (NYSE:GLW) has had an interesting relationship with Jim Cramer’s radar. Late last year, the CNBC TV host was one of the firm’s strongest supporters as he praised it for its partnership with Apple to bring manufacturing back to the US under President Trump’s initiatives. However, more recently, he has […]

The S&P 500 and the Nasdaq Composite rebounded to end Friday’s session slightly higher after spending most of the day in the red. The Dow Jones Industrial Average ended lower as higher oil prices and bond yields weighed on equities. Glassmaker Corning and optical networking stocks Coherent and Lumentum rose, while chip manufacturer Intel fell 0.2%.

Photonics is emerging as a key AI infrastructure technology, with surging investments and growth projections fueling interest in ETFs.

Corning stock’s AI story just got bigger with a multibillion-dollar fiber deal.

During the September 14 episode of Mad Money, a caller asked whether it is a good time to trim profits on Corning Incorporated (NYSE:GLW) or hold the current position. Jim Cramer commented: I don’t want you to do that. Remember, in the club, I said sell it? Then I was despondent because it went up […]

Optics stocks are surging again while the broader market slides, and no earnings release or analyst upgrade explains the buying. Something else is pulling capital into this group, and the answer matters for anyone holding names that are already up triple digits this year.

↘️ Nestle (CH:NESN): The Swiss food-product maker said it is assessing options for its Russian unit after Moscow transferred control to external administrators, in the latest move by the Kremlin to seize the local assets of international companies.

Corning (NYSE: GLW) and industry partners completed the SDM4 Multicore Fiber Multi-Source Agreement, releasing a shared technical specification for AI data centers. The SDM4 spec targets high-density, multi-vendor optical fiber links that can support growing AI data center and campus network traffic. The group intends the SDM4 document to serve as a reference point for future international standardization of multicore fiber connectivity. The SDM4 Multicore Fiber Multi-Source Agreement...

Corning’s latest multibillion-dollar fiber agreement with Verizon adds another major customer commitment as AI infrastructure drives demand for optical connectivity.

GLW expands AI and telecom partnerships with Meta, Amazon, NVIDIA and Verizon, boosting connectivity opportunities as AI data-center demand grows.

It’s been a difficult week for the performance of shares of optical networking companies as existential artificial-intelligence fears hit the stock market. Ciena stock rose 8.7% to $370.80 on Thursday and was one of the best-performing components in the for the trading session. Fellow optical networking stocks Corning and Coherent each advanced solidly while Lumentum added 0.2%.