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 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 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…
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…
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…
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…
A single AI data center campus demands a staggering length of optical fiber that Corning's CEO says could wrap around the Earth hundreds of times, and a handful of under-the-radar suppliers are…
A record-breaking quarter from Fabrinet sent its stock tumbling 20% and dragged the entire AI optical complex down with it, raising a question now rippling through Marvell, Coherent, and Amphenol shareholders: is…
A risk-off wave is hammering optics stocks at midday Tuesday, and the triggers go well beyond anything that changed in the optics sector itself. Two separate headlines about AI spending have investors…
Corning's CEO went on national television and told investors that tariffs are essentially a non-issue for the company, citing two specific figures about its U.S. manufacturing footprint. The explanation traces back to…
Trey Thoelcke Appaloosa Management just walked away from 12 stocks, and the pattern hiding beneath the list suggests David Tepper is betting everything on a very short list of survivors.
Optics stocks are surging into the weekend with no confirmed catalyst behind the move, while Broadcom sells off sharply even as the broader market hits record highs. The divergence points to a…
Lumentum just torched Wall Street expectations and sent shockwaves through the entire AI optics complex, pulling peers like Coherent, Corning, and Ciena sharply higher as analysts scramble to figure out whether the…
A weekend debate on social media about optics replacing memory as the hottest AI trade sent optical stocks surging at Monday's open, then something unexpected happened within the first ten minutes of…
Corning just handed investors one of the steepest single-stock declines in its peer group, yet at least one major Wall Street bank is responding by raising its price target to levels that…
