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Amazon said on Monday it has signed a multi-billion-dollar deal with specialty glass ‌maker Corning aimed at boosting U.S. production ‌of optical fiber and connectivity products that are used in data ​centers. Amazon, however, did not disclose any further financial details on the partnership. Shares of Corning rose about 7% in early trading, as the partnership came as a fresh ‌boost to the ⁠company's fast-growing fiber optics unit, at a time when weak consumer electronics demand has ⁠weighed on the segment that makes Gorilla glass.

Corning and Amazon signed a multi-year agreement to provide fiber-optic infrastructure for Amazon's U.S. data center network.

Corning stock rallied on news of a major agreement with Amazon as part of the tech giant's data center expansion.

The multiyear agreement will supply optical fiber, cable, and connectivity solutions for Amazon's expanding U.S. data centers

Investing.com -- Corning (NYSE:GLW) shares jumped 10% Monday after Amazon (NASDAQ:AMZN) announced a multiyear, multibillion-dollar agreement with the company to supply optical fiber, cable, and connectivity solutions for Amazon’s expanding data center infrastructure across the United States.

Stock Market Today: The Dow Jones index rose Monday on Trump's latest Iran comments. Marvell stock surged on news that it'll join the S&P 500..

The brutal AI selloff that rocked the market on Friday may end up being short-lived, judging by how chip makers were trading early Monday.

The fear of higher rates slowing the debt-fueled AI buildout is battering shares in firms across the data-center supply chain. Companies ranging from construction firms to fiber-optic cable manufacturers to cooling specialists are down: Contractor Sterling Infrastructure and fiber provider Corning slid more than 10%.

The networking giant is posting incredible growth, but investors are worried its massive backlog is a sign of a bubble, not a boom.

This under-the-radar semiconductor company is playing a critical role in the artificial intelligence revolution.

NVIDIA is in control of AI, driving its evolution at all levels of the stack as it enters the PC market. RTX Spark is another game changer for tech.

Corning (NYSE:GLW) has signed multi-year agreements to supply optical connectivity solutions for AI infrastructure to large customers including Meta. The company has also entered a technology and manufacturing partnership with Nvidia focused on AI data center connectivity. These arrangements are tied to a plan to expand Corning's U.S. manufacturing capacity for optical communications used in AI data centers. Corning is best known for specialty glass and optical communications products that...

GLW has soared 126.6% in six months as AI-driven demand, hyperscale deals and solar growth boost results, but key risks could test momentum.

Ciena posts record Q2 revenues and a 290% earnings surge as AI-driven network demand, cloud growth and optical networking adoption accelerated.

Ciena stock fell after the optical gear maker's fiscal Q2 earnings and revenue modestly beat consensus estimates amid big share gains in 2026.

The networking company reports better-than-expected earnings and revenue in its fiscal second quarter.

Marvell Technology’s stock gained 45% over two days after Nvidia’s CEO endorsed it as the “next trillion-dollar” company.

Check out the companies making headlines yesterday:

ADTRAN Holdings (ADTN) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

A single comment about optical networking sent Coherent soaring, but the real story was already written in the company's accelerating growth.

If you were asked to name the stock that returned +305% in the last twelve months, you might guess a hot chip designer or a buzzy software name. You would probably not guess Corning (GLW), the maker of glass and ceramics. Yet here we are. While the S&P 500 managed a respectable +30% gain, GLW significantly outperformed both the broader market and its industry peers.

Coherent Corp. (COHR) surged 17.6% on June 2, 2026, closing at a record $426.89 due to AI infrastructure announcements at Computex.

This is a momentum-based market, and such markets have a special risk. As the S&P 500 approaches 8000, consider this options strategy.

Investors are betting that optical components and photonic networks will become essential for moving massive amounts of data between AI chips, servers, and racks.

Shares of glass and electronic component manufacturer Corning (NYSE:GLW) jumped 13% in the afternoon session after it was swept up in the same optical infrastructure rally that drove Coherent up 19% and Marvell up 25%.

Huang's remarks crystallized a hierarchy that Wall Street is now pricing in aggressively. "We should use copper as much as we can, for as long as we can, but copper has its limits," he said. "The right strategy is to scale up with copper as long as you can — after that you scale up further with optics, you scale out with optics and you scale across with optics. So you use optics wherever you must, you use copper wherever you can."

Coherent, Lumentum, and Corning stocks surge Tuesday after Nvidia CEO Jensen Huang talks up optical networking demand.

Amphenol has rallied the Nasdaq Composite over the past year, and analysts remain highly optimistic about the stock’s outlook.

Chipmaker Nvidia (NVDA) has committed at least $6.5 billion over the past three months to photonics companies, as it looks for ways to remove one of the biggest bottlenecks in AI infrastructure, according to CNBC. For context, photonics uses light to move data instead of electricity, which can make data transfer faster and more energy efficient. That matters because today’s AI systems depend on massive amounts of data moving between GPUs, memory, networking chips, servers, and data centers. Clai

We just covered the From Fired Researcher to $13.7 Billion King: How Leopold Aschenbrenner Broke the Hedge Fund World and Corning Incorporated (NYSE:GLW) ranks 23rd on this list. Corning Incorporated (NYSE:GLW) is a new addition to the 13F portfolio of Situational Awareness LP. The fund declared a new stake in the company in filings for […]