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Market Intelligence & News
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) stock is down 5% to $280.80, part of a retreat that has the look of crowded positions being trimmed after a big run. Also, Corning (NYSE:GLW) stock is […]
Caterpillar vs. Corning: Which Industrials Stock Is a Better Buy in 2026?
One generates $7.5B in free cash flow with a lower valuation multiple; the other is riding an AI boom but commands a premium price.
Lumentum Shares Are Up After an AI Optical Tech Partnership With Corning and Qualcomm. What This Means for LITE Stock.
Lumentum shares rose after it announced an AI optical connectivity demonstration with Corning and Qualcomm at ECOC 2026, pairing its VCSEL lasers with high-density chip-to-chip links.
Corning (GLW) To Show High Density Optical Chip Links At ECOC 2026
Corning (NYSE:GLW), Qualcomm and Lumentum plan to showcase a high-density die to die optical connectivity solution at ECOC 2026. The joint demo targets AI scale up architectures that require higher bandwidth, lower latency and tighter power budgets for chip interconnects. The ECOC 2026 presentation will highlight massively parallel optical D2D links paired with high density fiber to support advanced AI data centers. This upcoming ECOC 2026 D2D optical demo with Qualcomm and Lumentum sits...
Undercovered Dozen: Rithm Capital, Sterling Infrastructure, Corning And More
Discover Seeking Alphaâs Undercovered Dozen: 12 under-the-radar stocks offering fresh investment ideas.
Qualcomm Stock Jumped 9% on Monday. Can It Bring More Meaningful Upside in 2026?
Key TakeawaysAI Repricing: Qualcomm stock jumped 9% to $194 on Monday, September 21, after the company unveiled a die-to-die optical interconnect demo with Lumentum and Corning built for AI data centers. Street Flatlines: The 38 analysts TIKR tracks carry 9 buys, 2 outperforms, 23 holds, 2 underperforms and 1 sell, and their $194 mean target now sits exactly at the stock’s new price.
Why Corning (GLW) Stock Is Trading Up Today
Shares of glass and electronic component manufacturer Corning (NYSE:GLW) jumped 6% in the afternoon session after the company announced a partnership with Qualcomm Technologies and Lumentum to demonstrate high-density optical interconnects for artificial intelligence architectures at ECOC 2026.
Corning Climbs 6% as AI Optical Interconnect Demo Highlights Its Fiber; Lumentum, Coherent and Applied Optoelectronics Rise 4%
A joint AI optical interconnect demo named Lumentum as its author, yet Corning stock is outrunning everyone else in the session, and that inversion tells a story about how the market is repricing the fiber layer of AI infrastructure.
Is Lumentum (LITE) Quietly Rewiring Its AI Data Center Role With New OCI Optics?
Lumentum Holdings recently showcased its eight-wavelength DWDM External Laser SFP module and broader AI-focused optical solutions at ECOC 2026, underscoring its role in co-packaged and near-packaged optics aligned with the OCI MSA standard. By pairing this new DWDM ELSFP with a joint die-to-die optical interconnect demo with Qualcomm and Corning, Lumentum is positioning its photonics platform at the heart of emerging AI data center architectures. We’ll now examine how Lumentum’s...
Here’s A Stock That Jim Cramer Like Before But Now He Just Doesn’t Want To Buy It
Glass technology products manufacturer Corning Incorporated (NYSE:GLW) has had an interesting relationship with Jim Cramer’s radar. Late last year, the CNBC TV host was one of the firm’s strongest supporters as he praised it for its partnership with Apple to bring manufacturing back to the US under President Trump’s initiatives. However, more recently, he has […]
Congressional Trades in $GLW
Insider Trades (Form 4)
Gullo Michelle L
STEVERSON LEWIS A
Martin Kevin J
CUMMINGS ROBERT F JR
Ferguson Roger W. Jr.
BURNS STEPHANIE
Gullo Michelle L
WEEKS WENDELL P
Key People
Gullo Michelle L
Senior Vice President & CHRO
Ferguson Roger W
Director
CUMMINGS ROBERT F
Director
Martin Kevin J
Director
Amin Jaymin
SVP and Chief Tech. Officer
Nelson Avery H
Executive Vice President & COO
Fang Li
SVP, Corning Intl & NBD, Solar
Becker Stefan
SVP, Finance & Corp Controller
TILLMAN MICHAUNE D
SVP and General Counsel
Seetharam Soumya
Senior Vice President & CDIO
Zhang John Z
Exec. Vice President & CCDO
STEVERSON LEWIS A
Vice Chairman, EVP and CLAO
Political Giving
$105,000 given to 34 candidates across 61 disclosed contributions (FEC Schedule A).
Katherine M. Clark
Doris O. Matsui
John Curtis
Frank Pallone
David Rouzer
Carol Devine Miller
Joseph D. Morelle
Ruben Gallego
Lisa McClain
Thom Tillis
Chellie Pingree
Ted Cruz
John Cornyn
Adrian Smith
Kevin Hern
Nicole Malliotakis
Robert E. Latta
Deb Fischer
Debbie Dingell
David Cheston Rouzer
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