Bloom Energy opened 7.79% higher, the widest move in a 383-stock board where nothing else on either side cleared 6%. Energy names sit on the losing end, with iQIYI the weakest at -4.81% and still under a dollar.
Latest Activity
Mad Money w/ Jim Cramer 9/21/26
- Retrospective on Tim Cook's Apple tenure, which ended September 1, 2026, built from a decade of Cramer interviews
- Cramer's original thesis: Apple as the future health company and the future credit card company
- Cook cited 11,000 ResearchKit signups in 24 hours for a Stanford cardiovascular study
- Cramer framed Apple Pay as pushing retailers and card networks toward adoption
With Cook out of the CEO chair as of September 1, the case for Apple built on services, health data and payments now belongs to someone else to defend. Cramer's replay is a reminder that the growth story he backed for a decade rested on those businesses.
Mad Money w/ Jim Cramer 8/14/26
- Tim Cook, from Harrodsburg, Kentucky: Apple is putting $600 billion to work over four years across 79 US factories
- Cook credits the Corning glass partnership dating to the first iPhone in 2007 for reviving the town
- Cramer pushes back that the $2.5 billion Corning commitment is a drop in the bucket
- Cook argues the reshoring creates a domino effect pulling foreign suppliers onshore
Apple's capital now decides which US manufacturers get scale: Cook has put $600 billion behind the reshoring pledge, with Corning the first proof point. Cramer's challenge is whether that is anywhere near enough for holders of the supplier names.
GLW Coverage
Applied Optoelectronics Surges 6% as $600M Share Sale Program Closes; Lumentum Sits Out the Rally, Corning Edges Higher
Clearing known share supply can lift a stock quickly. Applied Optoelectronics (NASDAQ:AAOI) is showing how after completing its $600 million at-the-market equity program. Applied Optoelectronics stock is at $128.95, up 6% in…
Coherent Jumps 10% on PhotonLink Push and Bernstein’s Outperform Start; Lumentum Rises 9%, Corning Advances 3%
Coherent Corp. (NYSE:COHR | COHR Price Prediction) stock jumped 10% to $315.71 as traders focused on the company’s PhotonLink platform and fresh Wall Street support for AI infrastructure suppliers. Lumentum Holdings (NASDAQ:LITE)…
Lumentum Climbs 7% as Optics Selloff Reverses a Day After Citi’s $11B Switching Call; Coherent and Corning Rise 5%
Optics stocks are clawing back a sharp selloff, and Lumentum Holdings (NASDAQ:LITE | LITE Price Prediction) is leading the recovery. Lumentum stock is at $981.74, up 7% in morning trading, as buyers…
Optics Stocks Slide Despite Citi’s $11B Switching Forecast: Coherent and Applied Optoelectronics Drop 5%, Corning Falls 3%
Optics and photonics stocks are sliding together in afternoon trading, even as the freshest research on the group reads as a strong endorsement from Citi. Coherent (NYSE:COHR | COHR Price Prediction) stock…
Qualcomm Jumps 7% as AI Interconnect Demo Points Past Handsets; Skyworks and Qorvo Sit Out the Rally
An AI interconnect demonstration by Qualcomm (NASDAQ:QCOM | QCOM Price Prediction) and two optical infrastructure partners has broadened the chipmaker’s story past its long-standing handset business, and the market is repricing that…
Corning Climbs 6% as AI Optical Interconnect Demo Highlights Its Fiber; Lumentum, Coherent and Applied Optoelectronics Rise 4%
Optical connectivity stocks are climbing Monday after a joint artificial intelligence (AI) interconnect demonstration put the sector’s fiber and photonics suppliers in the spotlight. Lumentum Holdings (NASDAQ:LITE | LITE Price Prediction) unveiled…
Lumentum Climbs 3% as Optics Buying Extends; Coherent Rises 5%, Corning Jumps 3%
Optics stocks are surging again while the broader market slides, and no earnings release or analyst upgrade explains the buying. Something else is pulling capital into this group, and the answer matters…
Ciena Rises 4% as Optics Selloff Unwinds; Coherent Edges Higher, Corning Holds Steady
Ciena (NYSE:CIEN | CIEN Price Prediction) stock is leading an optics/photonics sector rebound in Tuesday morning trading, with CIEN shares up 4% to $332 as the prior session’s selloff in optics and…
Corning Tumbles 12% on $2B At-the-Market Equity Offering; Coherent Sinks 11%, Lumentum Drops 9%, Fabrinet Slides 6%
Shares of Corning Incorporated (NYSE:GLW | GLW Price Prediction) are down 12% to $145.61 in Monday afternoon trading after the company disclosed a $2 billion at-the-market equity distribution program. The selloff makes…
Verizon and Corning Just Signed an 80 Million Mile Fiber Deal to Wire the AI Boom
Corning just locked in a supply deal with Verizon that stacks on top of agreements already signed with Meta, Amazon, and NVIDIA, and the market is treating the two sides of this…
Corning Landed Amazon, Nvidia, and Now Verizon, So Why Did Its Stock Crash 46% in July?
Corning locked in monster deals with Amazon, Nvidia, and Verizon while its AI fiber business exploded, yet the stock still suffered one of the worst monthly crashes in its modern history. Something…
Verizon Just Locked In 80 Million Miles of Fiber Through 2032
Verizon just signed a supply agreement with Corning that runs through 2032, and the scale of the commitment reveals exactly how aggressively the carrier plans to rewire its growth around fiber and…
Here Are Tuesday’s Top Wall Street Analyst Research Calls: Amgen, Baidu, Best Buy, Circle Internet, Corning, Intel, Lockheed Martin SpaceX, TeraWulf and More
Wall Street returns from summer vacation to a market suddenly bracing for a rate hike, with fresh analyst calls on Intel, Lockheed Martin, Amgen, and SpaceX adding more pressure points to an…
Optics Stocks Slide as AI Hardware Trade Cools: Applied Optoelectronics and Lumentum Fall 6%, Coherent Drops 5%
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…
Applied Optoelectronics Sinks 12% on $600M Equity Offering, Lumentum and Coherent Drop 5%
A surprise capital raise sent shockwaves through the AI optics trade Monday morning, pulling down not just one stock but an entire high-flying corner of the semiconductor market that had been one…