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When investors consider the physical infrastructure powering artificial intelligence (AI) expansion, semiconductor silicon and power utilities capture most of the attention. Advanced computing cluster

Advisors Capital Management LLC bought a new stake in shares of Corning Incorporated (NYSE: GLW) in the second quarter, according to the company in its most recent Form 13F filing with the SEC. The fi

Corning Incorporated is a critical AI infrastructure partner, benefiting from robust data center and high-speed data transfer demand. GLW trades at a 52% premium to the sector median, reflecting marke

Wall Street faces a week with fresh inflation data, hedge fund holdings, and several major technology events expected to shape investor sentiment.

Wall Street navigated a turbulent week as investors digested the Federal Reserve's latest interest rate decision, a barrage of Big Tech earnings , and renewed geopolitical tensions.

Shares of Corning fell after the company reported second-quarter earnings, dragging down other optical component names in the AI space. The stock was on pace for its worst day since July 30, 2002.

Corning is rated a buy after a 30% drawdown, with technicals and fundamentals supporting a rebound opportunity. GLW's Q1 saw 18% core sales growth and 30% core EPS growth, led by Optical Communication