Yahoo Finance • 11 hours ago

Lumentum (LITE) Is Down 8.8% After Long‑Term AI Optics Commitments Raise New Demand Questions

Earlier this week, Lumentum Holdings, Astera Labs, and Corning showcased a joint PCIe‑over‑optics demonstration for AI rack‑scale architectures at the OCP Global Summit, while Lumentum's CEO highlighted that demand for its optical componen... Full story

Yahoo Finance • 15 hours ago

AT&T (T) Stock Still Seems Cheap After Its 81% Run

AT&T has fallen back in recent weeks after a strong multi year run, even as the business pushes hard into fiber and higher speed connectivity. This brings the focus squarely onto what investors are paying for its earnings today. With the s... Full story

Yahoo Finance • 5 days ago

Hayward, FTAI Aviation, MasTec, Resideo, and Corning Shares Plummet, What You Need To Know

Hayward, FTAI Aviation, MasTec, Resideo, and Corning Shares Plummet, What You Need To Know What Happened? A number of stocks fell in the afternoon session after explosions reported in the Saudi capital and escalating clashes near critica... Full story

Yahoo Finance • 5 days ago

Amazon targets Apple with high-end Alexa tablets featuring Google Play apps

Investing.com -- Amazon.com Inc (NASDAQ:AMZN) introduced a redesigned hardware portfolio on Thursday, unveiling three new tablets that integrate Google's (NASDAQ:GOOGL) Play Store app suite and feature built-in artificial intelligence thro... Full story

Yahoo Finance • 6 days ago

3 Market-Beating Stocks with Solid Fundamentals

3 Market-Beating Stocks with Solid Fundamentals Companies that consistently increase their sales, margins, or returns on capital are usually rewarded with the best returns, and those that can do all three for years on end are almost alway... Full story

Yahoo Finance • 7 days ago

Tutor Perini, Corning, and GE Vernova Shares Are Soaring, What You Need To Know

Tutor Perini, Corning, and GE Vernova Shares Are Soaring, What You Need To Know What Happened? A number of stocks jumped in the morning session after surging capital spending for artificial intelligence infrastructure and defense bolster... Full story

Yahoo Finance • 7 days ago

Jim Cramer Sees a Possible Buying Opportunity in Caterpillar (CAT) After Its Pullback

During the October 1 episode of Mad Money, Jim Cramer discussed Caterpillar Inc. (NYSE:CAT) while reviewing the Dow Jones Industrial Average's third-quarter losers. He pointed to the company's growing role in supplying power for data cente... Full story

Yahoo Finance • 8 days ago

Jim Cramer Backs Corning’s (GLW) Fiber Story After Its Major Stock Decline

Jim Cramer remained positive on Corning Incorporated (NYSE:GLW) during Mad Money on October 1, despite acknowledging that it was among the previous quarter's S&P 500 weakest stocks. He said: On the first day of a brand new quarter, Octobe... Full story

Yahoo Finance • 9 days ago

Corning (GLW) Shares Just Moved, So What Is Drawing Attention Today?

Corning (GLW) just signed a multi year supply agreement with AT&T worth more than US$3b, tying its fiber and cable output directly to the buildout of U.S. connectivity infrastructure through 2030. The AT&T agreement comes after a strong r... Full story

Yahoo Finance • 11 days ago

Communication services sector rises in Q3; Meta Platforms leads gains

The communication services (XLC [https://seekingalpha.com/symbol/XLC]) gained nearly 4% in the third quarter, helped by resilience in mega-cap stocks and AI monetization, even though the broader market saw some volatility. COMMUNICATION S... Full story

Yahoo Finance • 14 days ago

Target upgraded, Moderna downgraded: Wall Street's top analyst calls

Target upgraded, Moderna downgraded: Wall Street's top analyst calls The most talked about and market moving research calls around Wall Street are now in one place. Here are today's research calls that investors need to know, as compiled... Full story

Yahoo Finance • 14 days ago

Why Corning (GLW) Stock Is Trading Up Today

Why Corning (GLW) Stock Is Trading Up Today What Happened? Shares of glass and electronic component manufacturer Corning (NYSE:GLW) jumped 3.1% in the pre-market session after the company announced a multi-year agreement valued at over $... Full story

Yahoo Finance • 15 days ago

Corning stock rises on $3B AT&T fiber deal

Investing.com -- Corning Incorporated (NYSE:GLW) shares rose 3% Tuesday morning following the announcement of a multi-year agreement with AT&T (NYSE:T) valued at more than $3 billion to supply fiber and cable for network expansion. Still... Full story

Yahoo Finance • 15 days ago

AT&T and Corning Team Up to Engineer the Connected World with Fiber

DALLAS and CORNING, N.Y., Sept. 29, 2026 /PRNewswire/ -- The more than $3 billion agreement solidifies AT&T's commitment to bring the best and fastest connection to more Americans as internet use and AI continue to drive demand Key Takea... Full story

Yahoo Finance • 20 days ago

Barron's 400 ETF (BFOR) Adds Energy and Materials, Reduces Utilities and Consumer Discretionary in Fall Rebalance

DENVER, September 24, 2026--(BUSINESS WIRE)--The Barron's 400 ETF (NYSE Arca: BFOR, the "Fund"), a smart beta exchange-traded fund, has completed its semi-annual rebalance following the reconstitution and equal weighting of its underlying... Full story

Yahoo Finance • 21 days ago

Lumentum Jumped Nearly 10% While Corning Barely Moved. Is the AI Optics Trade Splitting Apart?

When AI stocks rebounded last week, optical networking companies did not rebound equally. Lumentum Holdings Inc. (NASDAQ:LITE) jumped nearly 10% in Wednesday trading and led the S&P 500, while Coherent rose 6.9%. Corning Incorporated (NYS... Full story

Yahoo Finance • 22 days ago

Here's How Much You'd Have If You Invested $1000 in Corning a Decade Ago

For most investors, how much a stock's price changes over time is important. This factor can impact your investment portfolio as well as help you compare investment results across sectors and industries. The fear of missing out, or FOMO,... Full story

Yahoo Finance • 22 days ago

Qualcomm Jumps 7% as AI Interconnect Demo Points Past Handsets; Skyworks and Qorvo Sit Out the Rally

Quick Read Qualcomm surged 7% to $191 after an AI die-to-die optical interconnect demo with Lumentum and Corning, outpacing SOXX's 4% gain. SWKS and QRVO each gained just 0.4% versus Qualcomm's 7%, confirming the rally is AI-specific rath... Full story

Yahoo Finance • 22 days ago

Corning Climbs 6% as AI Optical Interconnect Demo Highlights Its Fiber; Lumentum, Coherent and Applied Optoelectronics Rise 4%

Quick Read Corning (GLW) jumped 6%, beating demo author Lumentum (LITE) at 4%, as buyers repriced Corning's broader AI optical fiber exposure beyond the single conference event. Applied Optoelectronics (AAOI) rose 4% despite no demo role,... Full story

Yahoo Finance • 23 days ago

Why This AI Bottleneck Means Ciena Stock Has 58% Upside

Ciena stock rises after Evercore ISI upgrades shares of the optical networking company to Outperform. Continue Reading... Full story