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The Latest Breaking News from Corning

Trump orders new 15% tariff on key material for solar panels and microchips

Move to raise levy on goods made with polysilicon aims to protect domestic US supply chains from China, the major producer

The Guardian - UK

Trump rolls out trade measures to counter China on solar and chips, slaps 15% tariff on polysilicon

Trump rolls out trade measures to counter China on solar and chips, slaps 15% tariff on polysilicon

The White House has established price floors and a fifteen percent tariff on polysilicon products. This action aims to bolster domestic chip and solar supply chains for national security. The new trade protections will officially take effect on December fourth this year. Minimum import prices are set for polysilicon, ingots,…

The Economic Times

Corning Shares Pop on Proposed Solar Tariffs. What This Means for GLW Stock.

Corning Shares Pop on Proposed Solar Tariffs. What This Means for GLW Stock.

The move is expected to benefit Corning's joint venture with Japan's Shin-Etsu Handotai.

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US weighs polysilicon price floor, tariffs to counter China in solar and chips

The Trump administration plans price floors and tariffs on polysilicon imports. This move aims to protect domestic factories and compete with China's ambitions. The decision impacts solar panel and semiconductor manufacturing supply chains significantly. Importers investing in US production may offset associated trade protection costs. China criticizes the trade investigation,…

The Economic Times

After a More Than 20% Sell-Off on Earnings, Corning Stock Is Still a ‘Buy’ for the AI Infrastructure Trade

Corning shares fell as much as 20% after second-quarter results, even though Optical Communications sales, the segment most tied to AI data centers, grew 32% to more than $2 billion.

Corning Stock Crashes on Earnings, But the Sell-Off Looks Overdone

Corning beat Q2 2026 earnings estimates, but shares fell 12% on light Q3 guidance tied to tough year-over-year comparisons, not weakening AI-fiber demand or business fundamentals.

Corning Delivers Strong FCF Results, But Investors Play GLW Stock's Drop With an Unusual Short-Put Play

Heavy, unusual put option volume today in Corning Inc. (GLW) shows some investors believe GLW is cheap after generating strong free cash flow. The out-of-the-money 6-month GLW short-put play is bullish.

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Dow Soars 537 Points on Strong Blue-Chip Earnings: Stock Market Today

Dow Soars 537 Points on Strong Blue-Chip Earnings: Stock Market Today

Blue chips outperformed Tuesday on solid results from Coca-Cola and Boeing, while slumping chip stocks held the Nasdaq back.

Glass-maker Corning shares plunge 20% on lower sales forecast

Glass-maker Corning shares plunge 20% on lower sales forecast

Corning's stock dropped significantly after reporting slower fiber optics growth. The company forecast lower third-quarter sales, disappointing market experts. This decline erased billions in the company's market value. Investors noted a slowdown in the vital optical communications segment. The stock's rapid surge over the past year led to a pullback.

The Economic Times

Corning's AI-Fueled Expectations Crush the Stock

Corning's AI-Fueled Expectations Crush the Stock

Corning Inc. (NYSE:GLW), a supplier of specialty glass for Apple Inc.’s iPhone and Apple Watch, stock fell sharply Tuesday despite reporting better-than-expected second-quarter 2026 results, as investors focused on revenue guidance that largely matched Wall Street expectations after a year of AI-driven gains.

Coca-Cola's Earnings Could Put $10.7 Billion In Market Value On The Line

Coca-Cola's Earnings Could Put $10.7 Billion In Market Value On The Line

Earnings are back in focus on Tuesday, with a Benzinga-selected slate that spans beverages, aerospace, financial data and hardware. With guidance and margins often driving the biggest post-print repricings, the options market offers a clean read on how much volatility traders are bracing for, according to Benzinga Pro.

Beyond the Foundry: 5 Infrastructure Stocks Tackling the AI Bottlenecks

Beyond the Foundry: 5 Infrastructure Stocks Tackling the AI Bottlenecks

Arista Networks, Vertiv, Astera Labs, Corning, and Constellation Energy address AI infrastructure bottlenecks like networking, cooling, and power, and each carries a consensus Buy or Moderate Buy rating.

Down Nearly 30% from Its Recent All-Time High, Corning Stock Looks Like a Buy on the Dip

Down Nearly 30% from Its Recent All-Time High, Corning Stock Looks Like a Buy on the Dip

Corning (GLW) demonstrates strong technical momentum with a 72% “Buy” technical opinion from Barchart. GLW has gained more than 250% over the past year. Analyst sentiment is broadly positive despite some concerns that shares may be overvalued. I view the recent dip as a potential buying opportunity given GLW’s solid...

Our focus is data centres because they are big fibre guzzlers: Corning's Sudhir Pillai

Our focus is data centres because they are big fibre guzzlers: Corning's Sudhir Pillai

Corning broke ground for a new optical connectivity manufacturing facility in Pune in February this year. The plant is being built alongside the company’s existing optical fibre facility, which has been operational since 2012. The company said the new facility would focus on producing specialised optical connectivity products primarily for…

The Economic Times

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Chamath Palihapitiya Jokes There are 'No Jobs Left' As Nvidia, Corning and Ford Tell a Very Different AI Story: 'Dario Told Me...'

Venture capitalist Chamath Palihapitiya recently joked that there are “no jobs left” in the age of artificial intelligence (AI). This comes as recent developments at major U.S. corporations prove otherwise: Nvidia Corp. (NASDAQ:NVDA) and Corning Inc. (NYSE:GLW) are adding thousands of manufacturing roles to build AI infrastructure, while Ford Motor…

The AI Boom Has a Second Act—And It's Playing Out in Optics

Lucas Downey of TradeSmith outlines three optical networking stocks—Amphenol, Corning, and Ciena—capitalizing on the multi-year AI data center build-out as analysts play catch-up.

The Conversation

Some kinds of insider trading are perfectly legal – and they offer useful signals about a company’s health

It’s a mantra among business executives that slashing their workforce will streamline operations and increase productivity – a strategic boost to the bottom line. And recent downsizing announcements have been no different, especially at tech companies citing massive disruptions caused by artificial intelligence.

Tom’s Hardware

China’s hollow-core fiber trial pushes 51.3 Tb/s over 128 miles without signal regeneration — milestone targets AI-era networking bottlenecks

YOFC, China Telecom, and Dekoli claim a 51.3 Tb/s hollow-core fiber field-trial record over 206.5 km, using 1.2 Tb/s-per-wavelength WDM transmission without repeaters or remote-pumped amplifiers.

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Corning Stock Skyrockets on AI-Related Demand, Spurring Unusual Call Option Buying

Corning stock is up over 10% today, and Barchart reports huge, unusual GLW call options volume in a nearby expiry period for an out-of-the-money strike price. Investors can't get enough of GLW stock.

The Economic Times

In 1913, a Corning physicist brought home sawed-off battery jars used for railway lanterns: His wife baked a sponge cake in one, and Pyrex was born

Imagine a bustling kitchen in 1913, where Jesse Littleton and his wife transformed an ordinary afternoon into an extraordinary moment of innovation. Inspired by the promise of heat-resistant glass, they conducted a playful experiment that would change culinary history. Their successful test opened the door to Pyrex, a brand that…

Corning’s Amazon Deal Validates the AI Optics Boom. What That Means for GLW Stock.

Corning’s latest Amazon agreement strengthens the case that fiber optics demand is becoming a major AI infrastructure growth driver.

Amazon signs multibillion-dollar Corning deal to build the next generation of fiber optic cables for data centers

The multi-year agreement covers the supply of optical fiber, cable, and connectivity hardware to meet Amazon's growing data center footprint.

Corning Is Paving AI's Future With Glass

The recent Amazon infrastructure pact proves that hyperscalers are abandoning legacy copper cables in favor of advanced optical fiber for high-speed computing.

This AI Fiber Play Is Backed by Amazon, Meta, and Nvidia and Has Long-Term Potential

This AI fiber stock has surged almost 250% in a year and shows no signs of significantly slowing down after landing a landmark deal with Amazon

Corning Stock Soars on Multi-Billion-Dollar Deal With Amazon

Corning stock rallied yesterday on a multi-billion-dollar deal with Amazon. But there’s reason to believe that GLW shares aren’t out of juice just yet.

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