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Nvidia’s latest investments could give the chipmaker an even bigger stake in the infrastructure boom powering artificial intelligence.

Optics stocks are surging into the weekend with no confirmed catalyst behind the move, while Broadcom sells off sharply even as the broader market hits record highs. The divergence points to a trade worth understanding before Monday.

Here is a way to collect an immediate income stream from the networking boom, which you keep no matter what, while lining up a chance to buy a key supplier at a deep discount if it ever gets there.

Shares of glass and electronic component manufacturer Corning (NYSE:GLW) fell 2.7% in the afternoon session after reports that key customer Apple scrapped its planned all-glass 20th-anniversary iPhone model, raising concerns about future demand for the company's specialty glass.

Stock futures are rising after a solid batch of tech earnings gave the broader market a boost ahead of the July inflation report.

(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

Corning Incorporated recently reported second-quarter 2026 results showing higher sales of US$4,505 million and improved earnings per share compared with a year earlier, while also completing a multi-year share repurchase program totaling 48,600,078 shares for about US$2.03 billion. The company paired these results with guidance calling for further year-over-year growth in third-quarter core sales and earnings, reinforcing investors’ focus on its role in supplying materials for data centers...

A number of stocks jumped in the afternoon session after the July jobs report showed an unexpected loss of 23,000 jobs, signaling a cooling labor market.

A weekend debate on social media about optics replacing memory as the hottest AI trade sent optical stocks surging at Monday's open, then something unexpected happened within the first ten minutes of trading.

Investors have been piling into a long-dated, in-the-money (ITM) call option on Corning Inc. (GLW). That's a very bullish signal from investors. This could lead to strong free cash flow (FCF) forecasts.

Nvidia reportedly agreed to invest up to $3 billion in Lancium, adding to a growing list of investments as some analysts argue the chip maker should spend more on buybacks.

CIEN's AI-driven optical networking demand is fueling record revenue and a $7.7 billion backlog, but supply constraints and costs pose key risks.

The artificial intelligence trade is chugging along as investors wait for a CPI inflation print that could decide where rates go next.

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

Following a standout year of market-beating returns, Corning continues to earn a moderately bullish endorsement from Wall Street analysts.

U.S. officials are preparing potential tariffs and a price floor on polysilicon that could affect Corning's position in solar and semiconductor related materials. Reports from China indicate possible import bans on certain data center components that may touch Corning's optical and data infrastructure business. These trade and policy shifts raise new questions for Corning's supply chains, costs, and customer demand beyond its recent earnings and partnership updates. Corning, traded on the...

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

Stock futures were rising on Tuesday, putting the on the brink of a record high as tech extended its recent rebound. Palantir was the S&P 500’s best performer ahead of the opening bell, surging 16% after the data analytics software developer reported strong second-quarter earnings. CEO Alex Karp described the quarter as “otherworldly,” as U.S. commercial revenue rose 149% from a year ago.

GLW has fallen 13.9% in three months, but AI infrastructure, solar and automotive growth could support demand as investors weigh key risks.

Corning’s shares ended in the red in 16 out of 22 trading sessions in July, with the stock plummeting in double-digits on three of those days.

Software stocks help power the market higher after President Donald Trump says he will restart talks with Iran.

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’s share price has more than tripled over the past three years, yet the current intrinsic value estimate from a Discounted Cash Flow (DCF) model still points to a meaningful gap to the market price. This raises the question of how much of this run is backed by fundamentals and how much is sentiment after the latest sell off. Corning has returned about 3.3x over three years, which puts recent short term share price weakness in the context of a very strong longer term run. Growing...

The S&P 500 is on pace to log its worst July performance since 2014. These are the best and the worst performing stocks in the index for the month.

Corning's AI data-center deals are accelerating optical demand, while a $10 billion photonics goal and U.S. expansion raise the execution stakes.

Corning's growth outlook rests on AI-driven optical demand and a solar ramp that must turn surging sales into consistent profits.

This 175-year-old company is playing a central role in the artificial intelligence boom.

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