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$GLW

8 articles found
6 positive
1 negative
1 neutral
The Motley FoolThe Motley Fool··Adria Cimino

Big Tech's $690B AI Bet Opens Door for Semiconductor and Infrastructure Plays

Tech firms investing $690B annually in AI infrastructure, with $4T expected by 2030s. TSMC and Corning emerge as key infrastructure beneficiaries.
NVDAMETAAMZNTSMGLWAI chipsAI infrastructure spending
GlobeNewswire Inc.GlobeNewswire Inc.··Marketsandmarkets

Hyperspectral Imaging Market Set to Double by 2030 on Defense, Agriculture Demand

Hyperspectral imaging market projected to nearly double to $1.83 billion by 2030, driven by defense, agriculture, and healthcare demand with 14.7% annual growth.
GLWHRBAYmarket growthAI and machine learning
BenzingaBenzinga··Nabaparna Bhattacharya

Tech Selloff Deepens: Lumentum, Corning Lead Large-Cap Rout in Volatile Week

Large-cap stocks plunged week of March 2-6 as Lumentum, Corning, and MongoDB led declines amid earnings misses, geopolitical tensions, and AI spending concerns.
HLHLpBCCLRKTAG+5earningsguidance
GlobeNewswire Inc.GlobeNewswire Inc.··Custom Market Insights

Microplate Systems Market to Double to $2.88B by 2035 on Biotech Boom

Global microplate systems market projected to grow from $1.42B (2025) to $2.88B (2035) at 10.7% CAGR, driven by pharma R&D spending and automation demand.
TMODHRGLWABIO+2automationmarket growth
The Motley FoolThe Motley Fool··Adria Cimino

Global IT Spending Set to Break $6 Trillion Milestone Amid AI Infrastructure Surge

Global IT spending projected to exceed $6 trillion by 2026, driven by massive AI infrastructure investments from enterprises and cloud providers across semiconductors and data centers.
NVDAAMDMUAMZNTSM+1data centerscloud computing
Investing.comInvesting.com··Jeffrey Neal Johnson

Corning Reaches Near-Record Levels on AI Infrastructure Optical Fiber Demand

Corning stock surges 54% on strong AI data center optical fiber demand. The company benefits from major cloud providers' infrastructure investments and a $6 billion Meta deal.
NVDAAMDMETAGLWAI infrastructuregenerative AI
The Motley FoolThe Motley Fool··Courtney Carlsen

QuantumScape Advances Solid-State Battery Development Despite Valuation Uncertainty

QuantumScape hits solid-state battery milestones with 2029 production target, but faces years before revenue generation and substantial execution risks remain.
GLWQSVWAGYelectric vehiclescapital runway
Investing.comInvesting.com··Ryan Hasson

Optical Networking Stocks Rally on Sustained Data Center Demand

Optical networking stocks surge as cloud providers boost AI data center investments. Ciena and Lumentum gain on strong demand for high-speed equipment.
GLWCIENLITECOHRhyperscalersdata centers