Amazon Invests Billions in Corning Optical Fiber for U.S. AI Data Centers
Amazon signed a multibillion deal with Corning for fiber cables to power AI data centers, boosting jobs and stocks.
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NVIDIA & Corning Team Up: 3 New U.S. Factories, 3,000 Jobs, and 10× More U.S. Optical Manufacturing Capacity
Corning plans $20B sales by 2026, then aims for up to $40B by 2030, boosted by AI data centers and a new photonics business with NVIDIA.
Corning Sinks After Q1 Beat as Softer Q2 Guidance Disappoints Investors
Corning beat Q1 estimates but gave weak Q2 outlook, so shares fell despite strong year-to-date gains.
Optical Stocks Slammed as Samsung Jumps into Silicon Photonics
Optical stocks plunged as Samsung officially announced its entry into the silicon photonics market with 224Gbps tech and ambitious AI plans.
Citi’s Bullish Bet: Lumentum to $800, Corning to $170 Before OFC Conference
Citi hikes price targets on Lumentum to $800 and Corning to $170, citing strong roles in AI networking ahead of the key Optical Fiber Communication conference in March 2026.
Meta Teams Up with Corning for $6B Fiber-Optic Deal to Boost AI Data Centers
Meta signs a multiyear $6 billion agreement with Corning to supply fiber-optic cables, expand U.S. AI data centers, and create skilled jobs in North Carolina.