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Corning (GLW) Crashed 20% Despite 32% Optical Growth. Should Coherent (COHR) Investors Worry?
Insider Monkey57d agobearish
Corning (GLW) Crashed 20% Despite 32% Optical Growth. Should Coherent (COHR) Investors Worry?

Corning Incorporated (NYSE:GLW) delivered rapid optical growth on July 28, then suffered a share-price decline of more than 20% after its guidance fell short of elevated expectations. Coherent Corp. (NYSE:COHR) also traded sharply lower. Coherent belongs in this story for a specific reason: the two companies monetize different components of the same AI data-center links. […]

Why Corning (GLW) Stock Is Down Today
StockStory57d agoneutral
Why Corning (GLW) Stock Is Down Today

Shares of glass and electronic component manufacturer Corning (NYSE:GLW) fell 13% in the afternoon session after the company reported second-quarter revenue and third-quarter sales forecast both missed Wall Street's expectations.

US Stock Market Today: S&P 500 Futures Slip As Fed Rate Uncertainty Builds
Simply Wall St.57d agoneutral
US Stock Market Today: S&P 500 Futures Slip As Fed Rate Uncertainty Builds

The Morning Bull - US Market Morning Update Wednesday, Jul, 29 2026 US stock futures are mixed in early Tuesday trade, with broad S&P 500 contracts slightly in the red while Dow futures edge up. The key driver is the US 10 year Treasury yield hovering around 4.64% as investors brace for this week’s Federal Reserve decision. Markets see roughly a one in three chance of a rate hike now and about a 56% chance by September. At the same time, US durable goods orders for June rose 0.3% and a core...

Corning’s AI data-center trade hits a guidance wall
TheStreet58d agoneutral
Corning’s AI data-center trade hits a guidance wall

Corning is best known for Gorilla Glass, the durable material used in smartphone screens. The company also makes the optical fiber, cables, and connectors that move data among thousands of processors inside artificial intelligence data centers. That business helped more than double Corning’s share ...

Corning Q2 Earnings Call Highlights
MarketBeat58d agoneutral
Corning Q2 Earnings Call Highlights

Corning (NYSE:GLW) reported second-quarter 2026 results that exceeded its guidance, led by continued growth in Optical Communications and demand for products supporting generative AI data centers. The company also reiterated its long-term Springboard growth plan, which calls for an annualized sales

How Corning (GLW) is Shaping Data Center Technology from Copper to Fiber
Insider Monkey58d agoneutral
How Corning (GLW) is Shaping Data Center Technology from Copper to Fiber

O’Keeffe Stevens Advisory, an investment advisory firm, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. During Q2 2026, the market experienced notable dispersion between perceived AI losers and winners. The firm has made investments early in AI infrastructure companies, which yielded gains during market repricing. The second quarter […]