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Corning: The AI Fiber Demand Makes The Premium Worth Paying

Seeking Alpha · Wed, 23 Sep 2026 11:01:47 -0400

I am rating Corning a Strong Buy with a price target of $177. Optical Communications is the biggest growth driver, with Enterprise Network revenue already growing 65% y/y. GLW isn't cheap, but I believe it can grow into its valuation.

Old Dogs, New Tech: 3 Legacy Stocks Powering the AI Boom

MarketBeat · Wed, 23 Sep 2026 08:40:15 -0400

Investors seeking steady capital appreciation often overlook older technology sector names, assuming their prime growth years are over. Looking beneath the surface shows how foundational hardware suppliers adapt, and how established balance sheets can capture substantial value during infrastructure transitions.

Undercovered Dozen: Rithm Capital, Sterling Infrastructure, Corning And More

Seeking Alpha · Tue, 22 Sep 2026 11:06:06 -0400

The Undercovered Dozen series spotlights 12 lesser-covered stocks featured on Seeking Alpha. This curated selection aims to provide fresh investment ideas and foster community discussion around under-the-radar equities. Readers are encouraged to engage, share perspectives, and highlight additional overlooked investment opportunities.

Lumentum, Qualcomm, and Corning to Demonstrate High-Density 1060 nm VCSEL Optical D2D Connectivity for AI Scale-Up at ECOC 2026

Business Wire · Mon, 21 Sep 2026 05:07:00 -0400

MALAGA, Spain--(BUSINESS WIRE)--Lumentum Holdings Inc. (“Lumentum”) today announced plans for a joint demonstration together with Qualcomm Technologies, Inc. and Corning Incorporated (NYSE: GLW) of a high-density die-to-die (D2D) optical interconnect showcase for AI scale-up architectures at ECOC 2026. The board-level demonstration will combine a D2D interface IP subsystem from Qualcomm Technologies with Lumentum's VCSEL-based optical interconnect platform and Corning multimode fiber connectivi.

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