Corning Inc.

Corning’s AI Fiber Boom: The Hidden Infrastructure Play

While investors took profits after Corning’s solid earnings, the real story is the company’s positioning for the AI infrastructure boom. Fiber optics for data centers could drive 30% CAGR through 2027 as copper gets replaced.

by Samuel KimOctober 28, 2025November 3, 2025

Business Innovation Technology

Corning’s AI Opportunity Shines Through Market Noise

While Corning shares fell 7% post-earnings, Jim Cramer’s charitable trust doubled its position. The market’s overlooking strong enterprise growth in optical communications, where AI data center demand is accelerating.

by Samuel KimOctober 28, 2025November 2, 2025