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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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Corning (GLW) Stock Falls After Amazon And Nvidia Fiber Deals And Q2 Beat
Simply Wall St.58d agobearish
Corning (GLW) Stock Falls After Amazon And Nvidia Fiber Deals And Q2 Beat

Corning (NYSE:GLW) reported strong Q2 2026 results, with solid contributions from its Optical Communications and Solar segments. The company announced new supply agreements with Amazon and NVIDIA that support expansion of U.S. optical fiber capacity. Despite the positive operational update, shares declined after the company issued Q3 guidance that did not meet analyst expectations. Corning enters this news cycle with a share price of $143.36 and a very large 3‑year gain of about 7x. The...

Why Is GLW Stock Falling Today?
Stocktwits58d agobearish
Why Is GLW Stock Falling Today?

Corning’s third-quarter guidance fell short of Wall Street expectations, with the company’s softer near-term outlook weighing on the stock ahead of the opening bell on Tuesday.

Corning Stock Heads for Biggest Drop in Decades as Guidance Disappoints
The Wall Street Journal58d agobearish
Corning Stock Heads for Biggest Drop in Decades as Guidance Disappoints

Corning has been betting that the massive infrastructure demands of AI will drive its next wave of growth, relying on its specialized optical fiber to link hyperscale data centers. That wager has resonated with Wall Street, more than doubling its shares over the past year.

Corning (NYSE:GLW) Misses Q2 CY2026 Revenue Estimates, Stock Drops 16.1%
StockStory58d agobearish
Corning (NYSE:GLW) Misses Q2 CY2026 Revenue Estimates, Stock Drops 16.1%

Glass and electronic component manufacturer Corning (NYSE:GLW) missed Wall Street’s revenue expectations in Q2 CY2026, but sales rose 11.4% year on year to $4.51 billion. Next quarter’s revenue guidance of $4.95 billion underwhelmed, coming in 1.7% below analysts’ estimates. Its non-GAAP profit of $0.78 per share was 3.5% above analysts’ consensus estimates.

Corning Incorporated (GLW) Rose on Growing AI Fiber and Optical Demand
Insider Monkey59d agoneutral
Corning Incorporated (GLW) Rose on Growing AI Fiber and Optical Demand

Carillon Tower Advisers, an investment management company, released its second-quarter 2026 investor letter for the “Carillon Eagle Growth & Income Fund”. A copy of the letter is available to download here. The second quarter of 2026 was driven by a sharp rally in AI-related stocks, although gains were concentrated in highly cyclical semiconductor, memory, and […]

Can Corning’s (GLW) Cell Culture Momentum Quietly Reshape Its Core Investment Narrative?
Simply Wall St.61d agoneutral
Can Corning’s (GLW) Cell Culture Momentum Quietly Reshape Its Core Investment Narrative?

Recent reports highlighted that Wall Street analysts raised their quarterly earnings estimate for Corning, expecting US$0.76 per share, with projected strength in Life Sciences and Optical Communications while Automotive faces softer demand. Corning also featured among leading suppliers in the expanding global cell culture market, particularly in Asia-Pacific, underlining the growing importance of its Life Sciences segment. Now we will examine how stronger Life Sciences expectations,...

NVIDIA is Acquiring ‘Dark Fiber’ Across the United States. Here’s Why That’s a Big Deal.
24/7 Wall St.64d agoneutral
NVIDIA is Acquiring ‘Dark Fiber’ Across the United States. Here’s Why That’s a Big Deal.

For a retirement portfolio that needs a single, defensible AI infrastructure play, NVIDIA (Nasdaq: NVDA) remains a frontrunner. The stock trades at $212.06, and reports that the company is silently acquiring long-haul dark fiber across the U.S. only sharpen the bull case. Dark fiber is unlit optical cable already in the ground but not yet ... NVIDIA is Acquiring ‘Dark Fiber’ Across the United States. Here’s Why That’s a Big Deal.