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Caterpillar's margins compressed while Corning's surged, yet the machinery maker trades at a cheaper multiple, a tension that shapes the investment case.

Corning stock has delivered a very strong three year run, yet the valuation checks send a split message, with the Discounted Cash Flow (DCF) intrinsic value pointing to upside while market multiples lean the other way. Corning has returned about 393.2% over the past three years, which puts extra focus on whether the current price still leaves room for attractive long term returns. The multiyear fiber agreement with Meta that can reach up to US$6b may support cash flow expectations. However,...

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

CIEN's AI-driven optical demand, record backlog and supply agreements underpin strong growth through fiscal 2027.

The participating companies are Air Products, Axcelis Technologies, Corning and Pacifico Energy

Stock Market Today: The Dow Jones index falls Friday ahead of the August jobs report. Lululemon stock plunges 21% on earnings.

Not all profitable companies are built to last - some rely on outdated models or unsustainable advantages. Just because a business is in the green today doesn’t mean it will thrive tomorrow.

SEOUL, Sept 4 (Reuters) - Four U.S. companies have committed a combined $2 billion of investment in South Korea across semiconductors, advanced materials and energy, Seoul's Industry Ministry said on

Amazon’s June 8 agreement with a company founded in 1851 says something important about the newest AI systems: their performance depends on more than processors. Amazon.com, Inc. (NASDAQ:AMZN) signed a multiyear, multibillion-dollar deal with Corning Incorporated (NYSE:GLW) for optical fiber, cable, and connectivity products. Corning expects the work to support about 1,000 jobs in North […]

Corning's rising earnings estimates and AI-driven optical demand fuel growth, but smartphone weakness, customer concentration and tariffs pose risks.

Ciena's fiscal Q3 2026 earnings jumped 215% as AI-driven cloud demand powered a record quarter, optical momentum and a higher 2026 revenue outlook.

Artisan Partners, an investment management company, released its second-quarter 2026 investor commentary for the “Artisan Global Opportunities Strategy”. The letter can be downloaded here. Global equities rebounded sharply during the quarter, with the MSCI ACWI Index returning 15.3% as resilient economic growth, strong corporate earnings, and continued enthusiasm around artificial intelligence supported markets despite persistent […]

Nvidia stock was edging down early Tuesday as investors assess its role in the latest AI cloud-computing deal with Anthropic.

Nvidia stock was edging down early Tuesday as investors assess its role in the latest AI cloud-computing deal with Anthropic.

AI stocks including Sandisk, Corning, and Intel struggle as investors ditch risk assets amid a run-up in bond yields.

Earnings results often indicate what direction a company will take in the months ahead. With Q2 behind us, let’s have a look at Corning (NYSE:GLW) and its peers.

Over the past six months, Corning’s shares (currently trading at $148.61) have posted a disappointing 5.9% loss, well below the S&P 500’s 12.3% gain. This might have investors contemplating their next move.

Fiber market growth puts Corning in focus Recent industry research points to strong projected growth in the global fiber optical cable market, driven by 5G rollouts, data centers, and broadband expansion, with Corning (GLW) highlighted among the leading suppliers. For investors, this places Corning’s fiber business under closer scrutiny, particularly its advanced fiber technologies and emphasis on more sustainable manufacturing as potential demand drivers within telecommunications and data...

Corning and Applied Materials both fuel the AI infrastructure boom, but from opposite ends of the chip supply chain. Here's the stronger buy.

Workday's operating margin jumped as subscription growth and AI adoption strengthened profitability, but sustaining the gains remains key.

Corning (NYSE: GLW) is featured in a new global fiber optical cable market outlook as a leading supplier to 5G, data center, and broadband projects. The report highlights demand for fiber supported by network upgrades and expansion in telecom and cloud infrastructure. Corning is cited for its work in advanced fiber technologies, intelligent networks, and sustainability focused solutions. The recognition underscores Corning's role in a sector drawing technology spending and long term...

The same optics stocks that led the AI hardware rally through August are now getting hit hardest, but the selling pattern reveals something specific about who is actually driving the pressure and why one name carries an overhang the others do not.

Even if they go mostly unnoticed, industrial businesses are the backbone of our country. Unfortunately, this role also comes with a demand profile tethered to the ebbs and flows of the broader economy, and investors seem to be forecasting a downturn - over the past six months, the industry has pulled back by 1.5%. This performance is a noticeable divergence from the S&P 500’s 11.6% return.

Investing.com -- Wall Street has misread the market reaction to the latest solar tariff announcement, according to Matt Roling, a climate finance expert and professor at Northwestern's Kellogg School of Management.

Corning was a solid performer in early 2026 and a recent pullback provides an attractive entry point for option traders.

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

Although GLW stock has seen heavy selling pressure since the end of June, the flushing of the weak hands could make for a contrarian argument.

Nvidia stock rises and tech stocks advance in the wake of the company’s better-than-expected earnings.

The artificial-intelligence trade roared back to life on Thursday after Nvidia's medium-term guidance signaled that demand for chips should remain robust next year. Shares of Marvell Technology jumped 4% in premarket trading.

Expensive stocks typically earn their valuations through superior growth rates that other companies simply can’t match. The flip side though is that these lofty expectations make them particularly susceptible to drawdowns when market sentiment shifts.