Corning (GLW) has transformed from a legacy glass company into a high-quality infrastructure materials business, driven by AI/data center optical demand. Optical Communications now represents 38% of GLW's revenue, with enterprise sales growing 106% year-over-year. The Springboard Plan underpins accelerated sales, margin expansion, and cash flow, with upgraded targets of $6.5B incremental sales and 20% operating margin by the end-2026.

Nvidia (NASDAQ:NVDA | NVDA Price Prediction) has been on quite the investment spree in the past year, and while much of the AI bets and partnerships have begun to bear fruit after the latest run in AI-related names, questions linger as to how all these “circular” bets change the risk/reward profile of the world's largest company.

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NextEra and Dominion Energy's massive merger may depend on ​whether the combined company can keep power bills in check even as it rushes to supply the energy-hungry data ‌centers that have pushed consumer electricity prices higher.

GLW is intensifying its push into fiber optics as AI data centers and high-speed Internet demand lift Optical Communications sales 36% to $1.85B.

Corning Incorporated (GLW) Presents at J.P. Morgan 54th Annual Global Technology, Media and Communications Conference Transcript

Corning Incorporated  (NYSE:GLW) shares are trending lower on Tuesday. They lost almost 7% yesterday following an announcement that there was significant selling by an insider.

Corning's stock price has more than doubled this year, and Nvidia could boost it even higher.

More than 25 years after the dot-com crash wiped out trillions of dollars in market value, some of the same companies that once symbolised the excesses of the internet boom are once again at the centre of Wall Street's hottest rally. Cisco Systems, Intel and Corning — three companies whose meteoric rise and collapse came to define the technology bubble of 2000 — are now staging dramatic comebacks powered by investor enthusiasm around artificial intelligence.

Dan Deming walks us through today's Big 3 trades. He highlights Ford's (F) potential breakout setup, Corning's (GLW) strong AI-driven growth story, and Broadcom's (AVGO) continued upside after multiple analyst upgrades.