News

VIAV's 196.4% rally reflects AI data-center demand, Spirent opportunities, stronger margins and broader testing exposure across 6G and wireless markets.

Qualcomm is expanding beyond smartphones with new 2nm chips, the PickNik Robotics acquisition, and data center interconnect deals, while analysts hold a $204 price target amid Hold ratings.

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.

Corning, Cisco Systems, and Texas Instruments are repositioning around AI infrastructure needs, showing earnings growth, steady margins, dividends, and Moderate Buy analyst ratings with notable upside targets.

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...

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.

FEATURE Stock futures were sliding on Tuesday as investors opted to lock in some profit following the previous session’s record-breaking tech rally. Artificial-intelligence stocks slipped, having surged on Monday.

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.

Ciena stock rises after Evercore ISI upgrades shares of the optical networking company to Outperform.

(Updates with economic data, recent oil price movement, world markets' overview and corporate stock

Qualcomm Latest AI Play Sends Optical Networking Stocks Higher

Lumentum Holdings recently showcased its eight-wavelength DWDM External Laser SFP module and broader AI-focused optical solutions at ECOC 2026, underscoring its role in co-packaged and near-packaged optics aligned with the OCI MSA standard. By pairing this new DWDM ELSFP with a joint die-to-die optical interconnect demo with Qualcomm and Corning, Lumentum is positioning its photonics platform at the heart of emerging AI data center architectures. We’ll now examine how Lumentum’s...

Lumentum (LITE) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions may not translate into further price increase in the near term.

Photonics is emerging as a key AI infrastructure technology, with surging investments and growth projections fueling interest in ETFs.

Corning stock’s AI story just got bigger with a multibillion-dollar fiber deal.

FEATURE Stock futures were rising on Friday, as investors carried on piling into tech following the Federal Reserve’s first interest-rate increase in more than three years. The artificial-intelligence trade still has legs, judging by premarket moves.

↘️ Nestle (CH:NESN): The Swiss food-product maker said it is assessing options for its Russian unit after Moscow transferred control to external administrators, in the latest move by the Kremlin to seize the local assets of international companies.

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...

Corning’s latest multibillion-dollar fiber agreement with Verizon adds another major customer commitment as AI infrastructure drives demand for optical connectivity.

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

It’s been a difficult week for the performance of shares of optical networking companies as existential artificial-intelligence fears hit the stock market. Ciena stock rose 8.7% to $370.80 on Thursday and was one of the best-performing components in the for the trading session. Fellow optical networking stocks Corning and Coherent each advanced solidly while Lumentum added 0.2%.

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 […]

The ChatGPT developer warns that the AI industry won’t be able to scale at maximum speed much longer.

Ciena (CIEN) trades near $334, a little over half its 52-week high, and the easy read on an AI networking supplier down that far is that it has gone on sale. It is still up more than 150% over the past year, and the company has just guided fiscal 2027 to record profitability. The risk here is not demand. It is what the new prices are attached to.

Corning shares slid 14% on Monday following a $2 billion equity offering announcement.

Lumentum is the best-performing S&P 500 stock Wednesday, and Coherent isn’t far behind. Corning is seeing smaller gains.

Chip and memory stocks are rising, having taken a battering earlier this week due to calls for an AI slowdown.

Check out the companies making headlines yesterday:

FEATURE Stock futures were falling on Tuesday as a rally in oil prices drove the yield to its highest level in more than 19 years. Chip and memory stocks were edging higher, having taken a battering on Monday after several top executives called for a slowdown in AI development.