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Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.

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Is It Too Late To Consider Corning (GLW) After Its 269% One Year Surge?
Simply Wall St.116d agobullish
Is It Too Late To Consider Corning (GLW) After Its 269% One Year Surge?

If you are wondering whether Corning at around US$181 per share still offers value or is looking stretched, the numbers behind the stock can help frame that question clearly. The share price is down 6.6% over the past week, up 14.5% over the past month, up 99.8% year to date, and has a 1 year return of 269.3%, with a very large 3 year return and a strong 5 year gain as well. These moves sit against a backdrop where Corning continues to attract attention as a key US technology stock, and...

Jim Cramer Discusses the Tremendous Growth of Corning
Insider Monkey117d agoneutral
Jim Cramer Discusses the Tremendous Growth of Corning

Corning Incorporated (NYSE:GLW) was among the stocks Jim Cramer discussed in this changing market. Cramer highlighted his process behind buying the stock for the Charitable Trust, as he stated: When I look at the winners, though, I invariably find the same pattern. These stocks have rallied, often gigantically, before I bought them, and I did […]

This Tech Stock Joins Intel, Cisco Smashing Dot-Com Records
Barrons.com118d agoneutral
This Tech Stock Joins Intel, Cisco Smashing Dot-Com Records

After Intel Cisco and Corning earlier this year, data storage company NetApp is the latest tech stalwart set to finally surpass its 2000 record high. “Throughout our history, NetApp has ridden wave after wave of change in the IT ocean,” the company’s history page reads. True to its word, NetApp is now riding the AI wave.

A Look At Corning (GLW) Valuation After 80% Solar Segment Revenue Growth And Raised Outlook
Simply Wall St.119d agoneutral
A Look At Corning (GLW) Valuation After 80% Solar Segment Revenue Growth And Raised Outlook

Corning (GLW) is back on investors' radars after reporting 80% year over year revenue growth in its Solar segment for Q1 2026, along with plans to raise its Solar Market-Access Platform outlook. See our latest analysis for Corning. Corning's recent solar update comes after a strong run in the stock, with the share price at US$182.97 and a year to date share price return of about 102%. The 1 year total shareholder return of roughly 272% and very large 3 year total shareholder return suggest...

How Nvidia’s US$3.2 Billion AI Optics Pact At Corning (GLW) Has Changed Its Investment Story
Simply Wall St.125d agoneutral
How Nvidia’s US$3.2 Billion AI Optics Pact At Corning (GLW) Has Changed Its Investment Story

Nvidia recently agreed to invest up to US$3.20 billion in Corning through a warrant deal to expand Corning’s U.S. optical connectivity manufacturing capacity for AI data centers, deepening their collaboration on scaling high‑performance optical solutions. This partnership effectively positions Corning as a core supplier at the physical layer of AI infrastructure, tying its long-term prospects more closely to the buildout of next‑generation data centers. We’ll now examine how Nvidia’s...

This Alphabet‑Heavy Fund Has a Front‑Row Seat to the AI Boom — and the Market Can See Why It’s Suddenly a Top Performer
24/7 Wall St.125d agoneutral
This Alphabet‑Heavy Fund Has a Front‑Row Seat to the AI Boom — and the Market Can See Why It’s Suddenly a Top Performer

Whale Rock Capital Management, run by the very impressive Alex Sacerdote, is having its moment in the sun after yet another incredible quarter. Indeed, the fund might be lesser-known compared to some of the other giants out there, but it’s rising through the ranks — and fast, thanks in part to a very unique mix ... This Alphabet‑Heavy Fund Has a Front‑Row Seat to the AI Boom — and the Market Can See Why It’s Suddenly a Top Performer

Robust Results Boosted Corning’s (GLW) Performance in Q1
Insider Monkey125d agoneutral
Robust Results Boosted Corning’s (GLW) Performance in Q1

Carillon Tower Advisers, an investment management company, released its first-quarter 2026 investor letter for the “Carillon Eagle Growth & Income Fund”. A copy of the letter is available to download here. The first quarter of 2026 was volatile due to market shifts, including increased geopolitical risk and inflation fears from rising energy prices. The S&P declined […]

Jim Cramer on Corning: “The Beatdown’s Not Enough to Entice Me to Buy”
Insider Monkey126d agobullish
Jim Cramer on Corning: “The Beatdown’s Not Enough to Entice Me to Buy”

Corning Incorporated (NYSE:GLW) was among the stocks Jim Cramer discussed while explaining how investors can navigate the current market rotation. Cramer showed hesitancy when it came to buying more of the stock, as he said: Next, there’s Corning, another Charitable Trust company with another parabolic move, and it’s gotta come in more than just down […]

Nvidia Warrant Deal Puts Corning At Center Of AI Data Centers
Simply Wall St.127d agoneutral
Nvidia Warrant Deal Puts Corning At Center Of AI Data Centers

Nvidia agreed to invest up to US$3.2b in Corning (NYSE:GLW) through a warrant deal tied to expanding optical connectivity for AI data centers. The partnership is focused on scaling optical solutions that support high performance AI infrastructure. The arrangement deepens an existing collaboration between the two companies around data center technology. Corning, best known for glass, ceramics, and optical communications products, now sits closer to the center of AI data center build outs...

Nvidia Might Have Just Revealed the AI Sleeper Stock That Investors Missed
24/7 Wall St.127d agobearish
Nvidia Might Have Just Revealed the AI Sleeper Stock That Investors Missed

Nvidia (NASDAQ:NVDA) has been on quite the investment spree in the past year, and while much of the AI bets and partnerships have begun to bear fruit after the latest run in AI-related names, questions linger as to how all these “circular” bets change the risk/reward profile of the world’s largest company. Undoubtedly, if there’s ... Nvidia Might Have Just Revealed the AI Sleeper Stock That Investors Missed

Corning Leans Into AI Infrastructure Growth As Valuation And Risks Stand Out
Simply Wall St.129d agoneutral
Corning Leans Into AI Infrastructure Growth As Valuation And Risks Stand Out

Corning (NYSE:GLW) is expanding its role in AI data infrastructure through multi-year optical connectivity agreements with hyperscale customers including Meta. The company has entered a broad partnership with Nvidia that includes operational collaboration and an investment in Corning through warrants. Corning plans to increase U.S. optical connectivity manufacturing capacity tenfold and build three new facilities to support AI data center demand. The company is also planning a significant...

2 S&P 500 Stocks with Solid Fundamentals and 1 We Find Risky
StockStory129d agoneutral
2 S&P 500 Stocks with Solid Fundamentals and 1 We Find Risky

The S&P 500 (^GSPC) is home to the biggest and most well-known companies in the market, making it a go-to index for investors seeking stability. But not all large-cap stocks are created equal - some are struggling with slowing growth, declining margins, or increased competition.

Mizuho Raises its Price Target on Corning (GLW)
Insider Monkey129d agoneutral
Mizuho Raises its Price Target on Corning (GLW)

Corning Incorporated (NYSE:GLW) is one of the 10 Fastest Growing S&P 500 Stocks to Buy Now. On May 12, 2026, Mizuho raised the firm’s price target on Corning Incorporated (NYSE:GLW) to $220 from $190 while maintaining an Outperform rating on the shares. On May 7, 2026, Oppenheimer also raised the firm’s price target on Corning […]