manufacturing expansion

Corning partners with Nvidia on $3.2B optical component deal for AI data centers. Stock surged 315% in 12 months, trading at 60x forward earnings amid strong fundamentals.

Nvidia invests $500M in Corning warrants, securing optical fiber and photonics supply for AI data centers. Corning plans major U.S. expansion, boosting stock past consensus targets.

Super Micro Computer shares surge 17% after beating EPS at 84 cents versus 62 cents consensus, despite missing revenue guidance. Strong AI infrastructure demand drives bullish Q4 outlook.

ZenaTech achieved 558% YoY revenue growth to $12.9M CAD in FY2025, driven by its new Drone-as-a-Service segment generating $10.1M in first full year.

DexCom beats Q1 earnings with $1.2B revenue, boasts 20 Buy ratings. New products and margin expansion drive 40% upside potential.

ZenaTech reported record $12.9M full-year revenues, up 558% YoY, driven by $10.1M from new Drone-as-a-Service segment. Q4 revenues jumped 670%.

Corning shares surge in premarket trading after securing multiyear $6 billion agreement with Meta to supply optical fiber and connectivity solutions for AI infrastructure expansion.

Boeing secures defense production boost and $200M Alabama expansion while appeals court upholds dismissal of 737 MAX criminal case. Stock rises 1.97%.

Vertiv expands manufacturing capacity across three facilities and acquires ThermoKey to meet soaring AI data center demand for cooling and power infrastructure.

GE Vernova projects 12-24 GW gas power orders in Q1 2026, doubling backlog to $60B by 2028 amid surge in data center and grid modernization demand.

$MP down 47% from peaks yet secures landmark DOD partnership with $110/kg price floor, targeting doubled revenue by 2026.

Applied Optoelectronics showcases next-gen optical infrastructure at OFC 2026, secures first 1.6T transceiver order from major hyperscale customer.

Joby Aviation completed 50,000-mile demonstration flights, advancing toward 2027 commercial operations with FAA partnership and planned 500 aircraft annual manufacturing capacity.

Westport Fuel Systems reports 2025 results March 26, 2026, as hydrogen manufacturing capacity ramps following $6.5M divestiture proceeds.

Cytek Biosciences marks one-year Singapore facility milestone, enhancing Asia-Pacific manufacturing and regional service capabilities to capture growing immunology and oncology research demand.

CSL announces $1.5 billion expansion of Illinois plasma facility with 300+ new jobs, operational by 2031, incorporating advanced Horizon 2 technology.

$AVAV surges 8.8% amid Iran tensions and defense sector rally. Company pursues Space Force BADGER contract, announces $30M Albuquerque expansion.

Novo Nordisk elects four employee board representatives and invests €400+ million expanding Irish GLP-1 manufacturing capacity, signaling confidence in sustained demand.

Novo Nordisk invests €432M in Irish manufacturing expansion to boost oral GLP-1 drug production capacity, targeting completion by 2028.

US-Taiwan tensions escalate amid tariff shifts. Amazon invests $12B domestically while Apple relocates Mac production to Texas. AI developments dominate sector headlines.