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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...

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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.

Corning stock rises after signing a $3B+ multi-year fiber deal with AT&T to expand broadband and support growing AI data demand.

Here is how Corning (GLW) and F5 Networks (FFIV) have performed compared to their sector so far this year.

Citi just painted a picture of an $11 billion optical switching market, yet Coherent, Applied Optoelectronics, and Corning are all falling sharply with no bad news in sight. Something else is driving this selloff, and it says a lot about where these stocks really stand.

Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.

Owens Corning (OC) closed the most recent trading day at $123.91, moving +2.64% from the previous trading session.

Owens Corning (OC) closed the most recent trading day at $122.88, moving 2.98% from the previous trading session.

Corning is evolving from a traditional glass and fiber company into an increasingly important supplier to AI infrastructure. Read more on GLW stock here.

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.

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...

Discover Seeking Alpha’s Undercovered Dozen: 12 under-the-radar stocks offering fresh investment ideas.

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.

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

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.

Detailed price information for Corning Inc (GLW-N) from The Globe and Mail including charting and trades.

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.

Corning (NYSE:GLW) has outperformed the market over the past 5 years by 21.23% on an annualized basis producing an average annual return of 32.91%. Currently, Corning has a market capitalization of $134.83 billion.

Lumentum, Qualcomm & Corning unveil an ECOC 2026 optical die-to-die interconnect demo for AI scale-up and CPO/NPO.

MALAGA, Spain, September 21, 2026--Lumentum Holdings Inc. ("Lumentum") today announced plans for a joint demonstration together with Qualcomm Technologies, Inc. and Corning Incorporated (NYSE: GLW) of a high-density die-to-die (D2D) optical interconnect showcase for AI scale-up architectures at ECOC 2026. The board-level demonstration will combine a D2D interface IP subsystem from Qualcomm Technologies with Lumentum’s VCSEL-based optical interconnect platform and Corning multimode fiber connecti

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

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.

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...

Detailed price information for Owens Corning Inc (OC-N) from The Globe and Mail including charting and trades.

Owens Corning has delivered solid YTD returns and maintains a reasonable valuation with a 2.45% dividend yield. Read more on OC stock here.

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

OC's 17% six-month rally rests on resilient Roofing, improving Insulation demand, cost cuts and strong cash flow, but execution remains key.

Reaves W H & Co Inc’s second-quarter 2026 investor letter reports a 10.55% increase for its “Reaves Long Term Value Wrap Strategy,” outperforming the MSCI USA Infrastructure Index’s 6.31% decline. The letter can be downloaded here. Cash distributions grew 6.7% in the quarter compared to Q2 2025. Despite geopolitical uncertainty, investor sentiment remained strong. AI […]

Auxier Asset Management, an investment advisory firm, released its second-quarter 2026 investor letter. The letter can be downloaded here. Following a strong rebound from the first-quarter decline, the S&P 500 gained 15.2% as accelerating capital spending toward artificial intelligence infrastructure drove significant gains across technology hardware companies. Semiconductor and data-center-related businesses benefited from supply constraints […]