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Can Corning’s (GLW) Cell Culture Momentum Quietly Reshape Its Core Investment Narrative?
Simply Wall St.21d agoneutral
Can Corning’s (GLW) Cell Culture Momentum Quietly Reshape Its Core Investment Narrative?

Recent reports highlighted that Wall Street analysts raised their quarterly earnings estimate for Corning, expecting US$0.76 per share, with projected strength in Life Sciences and Optical Communications while Automotive faces softer demand. Corning also featured among leading suppliers in the expanding global cell culture market, particularly in Asia-Pacific, underlining the growing importance of its Life Sciences segment. Now we will examine how stronger Life Sciences expectations,...

NVIDIA is Acquiring ‘Dark Fiber’ Across the United States. Here’s Why That’s a Big Deal.
24/7 Wall St.23d agoneutral
NVIDIA is Acquiring ‘Dark Fiber’ Across the United States. Here’s Why That’s a Big Deal.

For a retirement portfolio that needs a single, defensible AI infrastructure play, NVIDIA (Nasdaq: NVDA) remains a frontrunner. The stock trades at $212.06, and reports that the company is silently acquiring long-haul dark fiber across the U.S. only sharpen the bull case. Dark fiber is unlit optical cable already in the ground but not yet ... NVIDIA is Acquiring ‘Dark Fiber’ Across the United States. Here’s Why That’s a Big Deal.

Could Corning (GLW) Be 17% Overvalued Following Mixed Views Ahead Of Earnings?
Simply Wall St.24d agoneutral
Could Corning (GLW) Be 17% Overvalued Following Mixed Views Ahead Of Earnings?

Corning (GLW) is drawing attention ahead of its July 28 earnings release as investors weigh expectations for year-over-year earnings and revenue growth against mixed analyst commentary and recent valuation concerns. See our latest analysis for Corning. At a share price of $162.41, Corning has had a 1-day share price return of 6.08% but is down 13.45% over 7 days and 16.68% over 30 days. Its 1-year total shareholder return of 203.93% and 3-year total shareholder return of about 4x signal...

Lumentum Is the S&P 500’s Top Performer Today. Here’s Why.
Barrons.com26d agobullish
Lumentum Is the S&P 500’s Top Performer Today. Here’s Why.

Lumentum Holdings was among the hottest names in the artificial-intelligence trade at the start of the year. After a couple rocky months, it is time to buy, according to Barclays. The firm upgraded Lumentum shares to Overweight from Equal Weight and reiterated a price target of $1,000 in a research note Monday.

Corning (GLW) Stock Could Be 7% Above Fair Value On AI Selloff
Simply Wall St.31d agobearish
Corning (GLW) Stock Could Be 7% Above Fair Value On AI Selloff

Corning stock has delivered an extremely strong three year return, yet the current checks paint a picture of a company that no longer looks obviously cheap, with the Discounted Cash Flow (DCF) intrinsic value estimate roughly in line with the share price while market multiples lean expensive. Corning has returned about 4.98x over the past three years, which puts extra focus on whether recent gains are already pricing in much of the good news. Expectations tied to Corning's role in AI and...

Indexes Wobble Near Flatline. Wall Street Is in Wait-and-See Mode.
Barrons.com31d agoneutral
Indexes Wobble Near Flatline. Wall Street Is in Wait-and-See Mode.

The stock market is looking for direction, dropping into the red in midday trading following a green open. The S&P 500, Nasdaq, and Dow are wobbling at the flatline. Equities are looking for direction in the early stages of the earnings season in what Nationwide Investment Management Group's chief market strategist Mark Hackett called "wait-and-see mode."