This Pick-and-Shovel AI Stock Is Up 70% in 2025 and Analysts Say It Has More Gas Left in the Tank

Corning (GLW) stock has been in the thick of the trading action in 2025 with a sustained rally, and shares are up more than 70% in the year to date so far. As the market continues to focus on attractive AI-related stories, Corning will benefit from AI-driven fiber growth. Further, other emerging business makes Corning among the hottest picks-and-shovels bets on artificial intelligence. As an example, the company expects its solar business to deliver $2.5 billion in revenue by 2028. 

The optimistic outlook is backed by industry partnerships that are likely to support growth. Most recently, Corning has signed a deal with QuantumScape (QS) to develop ceramic separator manufacturing capabilities for the latter’s solid-state lithium metal batteries. Other recent partnerships include one with GlobalFoundries (GFS) for detachable fiber connector solutions and with T1 Energy (TE) for solar panels.