Zayo Group expanded its strategic supply agreement with Corning to secure fiber for its plan to add 15,000 new route miles by 2030, driven by AI infrastructure demand. The agreement covers a significa…
Zayo has reached a long-term fiber supply agreement with Corning to secure 'a significant portion' of the fiber it projects it will need through the rest of the decade, as announced Thursday. The comp…
Zayo Group has committed to a long-term fiber supply agreement with Corning, the world's largest optical fiber manufacturer, to secure optical fiber and cable for its expanding network of AI-focused c…
The Sprott Critical Materials ETF (NYSEARCA:SETM) has gained 53.7% over the past year and 14.14% in the last month, driven by the AI infrastructure buildout, yet remains under-owned by typical growth …
Optics stocks fell sharply on July 28, with Lumentum dropping roughly 10%, Corning sliding around 12%, and AXT falling approximately 12%, after Corning's forward guidance and Anthropic-related news ra…
The AI data-center boom is driving investment in industrial equipment makers such as Caterpillar, Cummins, Eaton, Ford, Vertiv, Schneider Electric and Corning, with Caterpillar investing $725 million …
Optical networking stocks Lumentum, Ciena, and Corning are outperforming the broader AI trade as investors shift focus to the hardware enabling AI data centers to move data efficiently. Lumentum's sto…
Corning CEO Wendell Weeks outlined a $10 billion opportunity for co-packaged optics (CPO) to bring optics inside the server or rack, driven by AI demand for optical fiber per GPU. Corning reported Q2 …
Amazon has invested more than $20 billion in North Carolina since 2010 and announced a $10 billion data center campus in Richmond County, creating at least 500 jobs, while applying for an air quality …
Corning reported Q2 2026 core revenue of $4.74 billion, up 17% year-over-year and beating the $4.63 billion consensus, with core EPS of $0.78 topping estimates of $0.76, driven by a 32% surge in Optic…
A blog post argues that the AI industry is heading for a crash due to unsustainable capital expenses, circular revenues, huge debt, public pushback, increasing corporate skepticism, diseconomies of sc…
Nvidia has agreed to give Amkor Technology a $1.5 billion prepayment to expand advanced semiconductor packaging and testing in the United States, tightening a supply relationship that already sits beh…
Corning, a leading glass manufacturer, is pivoting heavily into AI networking, leveraging its expertise in optical fiber and specialty glass to support the growing demand for AI data center infrastruc…
NVIDIA and its partners announced a $500 billion commitment to build AI infrastructure across the United States, with semiconductor production underway at TSMC's Arizona facility and new AI systems fa…
NVIDIA and its partners are investing in American manufacturing, supply chains, and energy grids to produce AI infrastructure, including advanced chips and systems, aiming to reinvigorate U.S. industr…
Corning stock offers a potential 59% return as the glass maker benefits from AI demand. The company's position in AI infrastructure drives investor interest.…
Bending Spoons filed for an IPO, positioning itself as an anti-AI play in a market where tech stocks fell on Friday due to a strong labor report raising interest rate concerns. Meanwhile, OpenAI is ex…
Nvidia has committed at least $6.5 billion to photonics companies since March 2026, including investments in Coherent, Lumentum, Marvell, and Ayar Labs, as AI data-center builds expose the physical li…
Nvidia has invested at least $6.5 billion in photonics companies since March 2026, including $2 billion each in Coherent, Lumentum, and Marvell, up to $3.2 billion in Corning, and participation in Aya…
Corning (GLW) received a Buy rating with 10-15% upside from a Seeking Alpha analyst, driven by AI-related optical demand tied to a reported long-term partnership with Nvidia, a tariff-protected U.S. s…