Harmonic Partners' DeFi Initiatives Set to Enhance Solana Validator Earnings
Harmonic Inc.'s open block-building infrastructure is set to improve DeFi Development Corp.'s Solana validator operations by enhancing performance, revenue potential, and decentralization. The integration allows for automatic selection of valuable blocks, increases transparency, and diversifies block production. This partnership aims to support DeFi Development's goal of accumulating Solana (SOL) and follows Harmonic's strong financial performance in Q3, where it exceeded revenue and profitability expectations in its Broadband and Video sectors.
Richardson Electronics, Hub Group, XPO, Corning, and Champion Homes Stocks Trade Up, What You Need To Know
Several stocks, including Richardson Electronics, Hub Group, XPO, Corning, and Champion Homes, saw significant jumps in value after the U.S. Supreme Court struck down tariffs imposed by the Trump administration. This ruling is expected to lower costs for manufacturers by reducing the expense of imported parts and materials, benefiting U.S.-based companies and potentially easing inflation. Corning, in particular, has seen substantial gains, up 54.1% year-to-date, hitting a new 52-week high after this news and a prior rebound in tech stocks.
Corning Inc (GLW) Trading 7.17% Higher on Feb 20
Corning Inc (GLW) shares surged 7.17% in mid-day trading on February 20, reaching an intraday high of $139.43. While trading near its 52-week high, analysts forecast an average target price of $115.45, implying a potential 17.12% downside. GuruFocus estimates a fair value of $60.38, suggesting a larger downside of 56.66%.
Corning Inc. Strikes $6B Deal with Meta, Shares Surge
Corning Inc. has announced a significant $6 billion multiyear agreement with Meta Platforms to supply optical materials for data centers, leading to a substantial 7.61% surge in its stock price. This deal, coupled with strong Q4 2025 financials and an upgraded "Springboard Plan" targeting $11 billion in incremental sales by 2028, has prompted analysts to raise price targets and maintain "Buy" ratings. The company exhibits robust financial health with strong margins, effective debt management, and a bullish technical outlook, reinforcing positive investor sentiment for its future growth.
Richardson Electronics, Hub Group, XPO, Corning, and Champion Homes Stocks Trade Up, What You Need To Know
Several stocks, including Richardson Electronics, Hub Group, XPO, Corning, and Champion Homes, saw significant jumps after the U.S. Supreme Court struck down Trump-era tariffs, a move expected to reduce costs for manufacturers. Corning, in particular, experienced a 6.5% surge and reached a new 52-week high, demonstrating strong year-to-date performance. Economists believe this ruling will ease budget pressures on companies and could contribute to accelerated interest rate cuts by the central bank.
Richardson Electronics, Hub Group, XPO, Corning, and Champion Homes Stocks Trade Up, What You Need To Know
The U.S. Supreme Court's decision to strike down Trump-era tariffs caused a jump in several manufacturing and logistics stocks, including Richardson Electronics, Hub Group, XPO, Corning, and Champion Homes. This ruling is expected to lower costs for manufacturers and could lead to reduced inflation concerns and accelerated interest rate cuts. Specifically, Corning saw a 6.5% increase, reaching a new 52-week high, with the company’s shares having gained significantly over the past five years.
These Stocks Are Today’s Movers: Grail, Corning, Opendoor, Akamai, AppLovin, Chemours, and More
The article highlights several market-moving stocks including Grail, Corning, Comfort Systems USA, Opendoor, Akamai, and Chemours. These stocks traded higher on Friday following a Supreme Court ruling against tariffs previously imposed by President Donald Trump under the International Emergency Economic Powers Act.
CG Oncology stock hits all-time high at 57.92 USD
CG Oncology Inc.'s stock reached an all-time high of $57.92 USD, reflecting a 107.15% appreciation over the past year and a 121% return in six months, valuing the company at $4.55 billion USD. This surge is driven by investor confidence, an increased stock offering of $550 million, and an accelerated timeline for its Phase 3 PIVOT-006 clinical trial, with topline data now expected in the first half of 2026. Despite this, InvestingPro analysis suggests the stock may be overvalued relative to its Fair Value.
Everus Construction Group stock hits all-time high at 108.33 USD
Everus Construction Group (ECG) stock reached an all-time high of $108.96, marking a 125% increase over the past year and a 28% revenue growth. This surge reflects strong investor confidence despite an InvestingPro analysis suggesting the stock is overvalued. The company also announced a change in its auditing firm from Deloitte & Touche LLP and received a Neutral rating with a $97.00 price target from Cantor Fitzgerald.
Corning jumps as AI data-center fiber optimism and bullish options flow return
Corning Incorporated (GLW) surged 6.1% due to strong investor confidence in its expanding role in AI data center connectivity, highlighted by a multiyear fiber-and-cabling agreement worth up to $6 billion and positive earnings guidance. The rise was amplified by elevated bullish options activity and momentum trading, as the company emphasized its Optical Communications segment as a key growth driver. Insider trading data shows numerous sales by executives, while institutional investors show mixed activity with some large additions and removals of GLW shares.
Corning Soars on $6B Meta Deal, Analysts Hike Price Targets
Corning Incorporated's stock surged by 6.93% after securing a multi-year, up to $6 billion deal with Meta Platforms for U.S. data centers, driving enthusiasm among investors and analysts. Following strong Q4 earnings, analysts from Susquehanna, Citi, and Argus have raised GLW's price targets, affirming a bullish outlook on Corning's strategic expansion into high-demand fiber and connectivity solutions. This agreement is expected to solidify Corning's AI infrastructure strategy and enhance revenue predictability, positioning the company for significant long-term growth.
Wheaton Precious Metals acquires silver stream from Antamina through new partnership with BHP
Wheaton Precious Metals has acquired a silver stream from the Antamina Mine in Peru through a new partnership with BHP. This agreement increases Wheaton's share of Antamina's silver production to a combined 67.5%, significantly expanding its precious metals portfolio. Company executives highlight the strategic importance of this acquisition, reinforcing Wheaton's position as a major silver producer and underscoring the growing relevance of the streaming model in unlocking value from mining assets.
Insider Selling: Aveanna Healthcare (NASDAQ:AVAH) Insider Sells 12,759 Shares of Stock
Aveanna Healthcare (NASDAQ:AVAH) insider Patrick Cunningham sold 12,759 shares of the company's stock for $97,606.35 on February 17th, decreasing his stake by 3.30%. This sale is part of a larger trend of insider selling, with multiple executives selling approximately 740,000 shares between February 17-19, totaling $5.4-$5.5 million. The substantial insider selling is noted as a factor that could weigh on near-term investor sentiment for the company.
Streamex Announces Official Launch Date of GLDY, a Yield Bearing Gold-Backed Tokenized Security
Streamex Corp. has announced the official launch date for GLDY, a gold-backed, tokenized security, set for February 25, 2026. This new product aims to provide investors with 1:1 exposure to physical gold while generating up to a 4% annualized yield, paid out monthly in additional gold. The yield is created through gold leasing with Monetary Metals, and Streamex has already disclosed indications of interest exceeding US$100 million for GLDY.
A Look Into Corning Inc's Price Over Earnings
Corning Inc. (NYSE: GLW) stock is currently priced at $131.75, showing a slight decrease today but significant gains over the past month and year. The article examines Corning's Price-to-Earnings (P/E) ratio of 72.14, noting it's higher than the Electronic Equipment, Instruments & Components industry average of 51.8. This suggests the stock might be overvalued, although a high P/E could also indicate expected future growth.
AXT Q4 Earnings Call Highlights
AXT's Q4 2025 earnings call highlighted that export permits constrained shipments, but the company sees strengthening demand for indium phosphide (InP) substrates, particularly for AI-related data centers. While Q4 revenue declined and a non-GAAP net loss was reported, AXT plans significant InP capacity expansion and expects sequential revenue growth in Q1, contingent on receiving more export permits. Management emphasized gross margin improvement, expense control, and inventory reduction as key priorities.
Cognex CFO Sees Early Factory Automation Recovery, Targets 25% EBITDA Run Rate by End of 2026
Cognex CFO Dennis Fehr indicates early signs of recovery in factory automation, including strong Q4 2025 demand and a better-than-expected semiconductor start to 2026, though he remains "cautious optimistic." The company aims for a 25% adjusted EBITDA run rate by the end of 2026, driven by mid-single-digit revenue growth and cost reductions. Cognex is also leveraging AI with its OneVision "Physical AI" approach to enhance market penetration and maintain a competitive edge.
Corning vs. Universal Display: Which Display Stock Wins Today?
The article compares Corning (GLW) and Universal Display (OLED), two key technology firms in the advanced display sector. It delves into their respective strengths, competitive dynamics, financial estimates, and price performance to determine which stock presents a better investment opportunity. Corning is highlighted for its advanced glass technologies like Gorilla Glass, while Universal Display is praised for its dominance in OLED technology.
Critical Minerals Market to Reach US$ 586.63 Billion by 2032;
The global critical minerals market is projected to reach US$ 586.63 billion by 2032, growing at a CAGR of 7.53% between 2025 and 2032, driven primarily by the escalating demand from clean energy technologies like electric vehicles and renewable energy systems. Asia Pacific currently leads the market with a 35% share, while the market faces challenges from geopolitical risks and concentrated supply chains. Key players include Albemarle Corporation, China Northern Rare Earth, and MP Materials, and strategic initiatives are underway globally to diversify supply and enhance resilience.
3D Protein Structure Analysis Market Report 2026 Featuring Profiles of Merck, Bruker Corp., Thermo Fisher Scientific, JEOL, Spectris and Other Leading Players
The global 3D protein structure analysis market is projected to grow from $3.4 billion in 2025 to $5.3 billion by 2030, driven by its critical role in drug development, personalized medicine, and biotech research. Key technologies include X-ray crystallography, NMR, and cryo-EM, with North America currently dominating and Asia-Pacific showing rapid growth due to increased R&D and AI integration. Challenges like high equipment costs and a shortage of skilled personnel persist, but technological advancements and strategic investments are propelling market expansion.
Liquid Handling System Market Is Going to Boom | Thermo Fisher Scientific • Eppendorf AG • Sartorius AG • Gilson Inc
A new report by Coherent Market Insights projects significant growth for the Liquid Handling System Market between 2026 and 2033, driven by various factors including increased demand and technological advancements. The comprehensive analysis covers market size, trends, competitive landscape, regional insights, and future growth opportunities. Key players identified include Thermo Fisher Scientific, Eppendorf AG, Sartorius AG, and Gilson Inc.
Corning Inc. stock underperforms Wednesday when compared to competitors despite daily gains
Corning Inc. (GLW) stock rose 1.14% on Wednesday, closing at $132.01, despite a general positive trading session for the S&P 500 and Dow Jones Industrial Average. However, the company's stock still underperformed compared to its competitors. This close was 3.52% below its 52-week high of $136.83.
Streamex Corp. Announces Official Launch Date of GLDY, a Yield Bearing Gold-Backed Tokenized Security
Streamex Corp. announced the official launch date for GLDY, its gold-backed, tokenized security, set for February 25, 2026. This security offers 1:1 exposure to physical gold while targeting up to a 4% annualized yield, paid in additional gold monthly, through gold leasing with Monetary Metals. GLDY will ensure transparency and data verification through RWA.xyz and Chainlink Proof of Reserves, with indications of interest exceeding USD 100 million.
Corning plans up to 1,000 new NC jobs as part of $6B Meta data center growth deal
Corning Inc. is set to create up to 1,000 new jobs in North Carolina, expanding its manufacturing facilities to support Meta Platforms' multi-billion dollar data center growth. This initiative is part of an existing partnership, where Corning provides fiber optic cable infrastructure crucial for Meta's expanding data operations. The expansion highlights the critical role of North Carolina in the technology sector and Corning's continued importance as a supplier in the digital infrastructure space.
T1 Energy Backs U.S. Manufacturing Revival Policy
T1 Energy Inc. has endorsed the `One Big Beautiful Bill Act`, a policy designed to revitalize American manufacturing. This support is expected to boost T1 Energy's investments and development within the domestic solar supply chain, improving its market competitiveness and financial stability through eligibility for Section 45X tax credits. The company is actively building U.S. manufacturing capacity, with a solar cell factory under construction in Rockdale, Texas, and an operational solar module factory in Wilmer, aimed at strengthening the American solar supply chain.
Wheaton (NYSE: WPM) adds $4.3B Antamina silver stream in BHP deal
Wheaton Precious Metals (NYSE: WPM) announced a $4.3 billion deal to acquire BHP's 33.75% share of future silver production from the Antamina mine in Peru, increasing Wheaton's total silver stream from the mine to 67.5%. This transaction is expected to be funded by cash on hand, a new $1.5 billion term loan, and a draw from its existing revolving credit facility, avoiding equity dilution. The company anticipates significant operating cash flow through 2028 to support debt repayment and future growth, framing the deal as a transformative, non-dilutive expansion of its silver portfolio.
Treasury Guidance Supports T1’s Tax Credit Eligibility
T1 Energy Inc. announced that the initial guidance from the U.S. Department of Treasury regarding "foreign entity of concern" (FEOC) provisions aligns with the company's expectations. This guidance supports T1's eligibility for Section 45X tax credits and validates its strategy to comply with FEOC material assistance requirements. T1, an American-owned company, is committed to investing in domestic manufacturing and rebuilding the solar supply chain in the U.S.
Corning plans up to 1,000 new NC jobs as part of $6B Meta data center growth deal
Corning Inc. is investing $139 million to expand its manufacturing facility in Hickory, North Carolina, creating up to 400 new jobs. This expansion is part of a larger $6 billion deal with Meta Platforms to support the growth of Meta's data centers with Corning's fiber optic cable and connectivity solutions. This move solidifies Corning's position as a critical supplier for the burgeoning AI and hyperscale data center markets.
Northrop Grumman Stock Analysis 2026 | Q4 Results & Market Performance - News and Statistics
Northrop Grumman (NOC) shares have surged 54.4% in the past year, significantly outperforming the S&P 500. The company reported strong Q4 results with net sales up 9.6% and adjusted EPS increasing by 13.1%, both exceeding analyst expectations. Analysts maintain a "Moderate Buy" rating for NOC, forecasting a 6.5% EPS growth for fiscal year 2026.
Metals Acquisition Limited Closes Purchase of the CSA Copper Mine
Metals Acquisition Limited (MAC) has completed the acquisition of Glencore's 100% interest in Cobar Management Pty Ltd., owner of the CSA copper mine in Australia. The deal, valued at $1.1 billion at its announcement in March 2022, involved a payment of $775 million in cash and $100 million in MAC ordinary shares to Glencore. MAC's shares and warrants are now trading on the NYSE under the ticker symbols MTAL and MTAL.W.
Corning (GLW) Is Still Buyable, Says Jim Cramer
Jim Cramer believes Corning (GLW) remains a buy, citing its potential to replace copper with glass in data centers and its multi-year deal with Meta. The company's shares have seen significant growth, and UBS recently raised its price target to $125 with a "Buy" rating. Cramer's positive outlook is reinforced by Corning's strong financial performance and its connections to thriving data center equipment providers.
Corning (GLW) Is Still Buyable, Says Jim Cramer
Jim Cramer believes Corning Incorporated (GLW) remains a buy, citing the company's potential to replace copper with glass in data centers and its strong performance, including a significant multi-year deal with Meta. UBS also raised its price target for GLW and maintained a Buy rating, highlighting potential additional deals for Corning's optical business. The company has seen substantial share price growth recently.
Corning Meta Fiber Deal Puts AI Data Center Growth In Focus
Corning Inc. has secured a multiyear, up to US$6 billion fiber optic supply contract with Meta to support its AI data center expansion. This deal highlights the growing importance of high-bandwidth connectivity for AI workloads and positions Corning as a key player in AI infrastructure build-outs. The company's international capacity expansion, including a new facility in India, signals its strategy to meet sustained demand in the AI sector.
Corning (GLW) Valuation Check After US$6b Meta AI Data Center Supply Deal
Corning (GLW) has secured a significant supply agreement with Meta, valued at up to US$6 billion, for fiber optic cables to be used in AI data centers. While the company has shown strong share price momentum and growth in its Optical Communications business, its current valuation of $132.90 per share is considered overvalued compared to its fair value estimate of $114.46. The article suggests that future growth in AI data centers, improved margins, and premium earnings multiples would be needed to justify the current stock price, while also noting risks like slowdowns in AI or solar demand and tariff tensions.
Did AI-Fueled Q2 Beat And Strong Guidance Just Shift Coherent's (COHR) Investment Narrative?
Coherent Corp. (COHR) reported strong Q2 2026 results driven by AI-related demand, with sales increasing to US$1,685.63 million and net income reaching US$146.72 million. The company also issued robust Q3 revenue guidance. This performance highlights Coherent's strategic position in advanced optical networking technologies, though it also brings to focus risks such as capital intensity and potential pricing pressures.
Krilogy Financial LLC Purchases New Position in Corning Incorporated $GLW
Krilogy Financial LLC has acquired a new position in Corning Incorporated (NYSE:GLW), purchasing 8,896 shares valued at approximately $775,000. This comes as other institutional investors, including Vanguard Group Inc., State Street Corp, and Norges Bank, have either increased their stakes or initiated new large positions in the company, bringing total institutional ownership to 69.8%. Corning recently reported strong Q3 earnings, beating analyst estimates with $0.72 EPS and $4.41 billion in revenue, largely attributed to a significant jump in Optical Communications revenue and a reported multi-billion dollar Meta AI fiber contract.
Corning Incorporated $GLW Shares Bought by Cibc World Market Inc.
Cibc World Market Inc. increased its stake in Corning Incorporated (NYSE:GLW) by 15.1% in Q3, now owning 101,925 shares valued at $8.36 million. The article highlights positive catalysts such as strong Optical Communications revenue and a significant Meta AI fiber contract, which have contributed to analyst upgrades and fund inflows. However, it also notes risks including a high P/E ratio and recent insider selling, which have led to short-term profit-taking concerns despite a "Moderate Buy" consensus rating.
The Truth About LG Display Co Ltd (ADR): Is This Screen Giant Finally Worth Your Money?
This article evaluates whether LG Display Co Ltd (ADR) (LPL) stock is a worthwhile investment. It highlights LG Display's leadership in large OLED panels and its ventures into transparent and automotive displays, while also acknowledging the volatile nature of panel pricing and intense competition with Samsung. The author concludes that LPL is a high-risk, high-reward "turnaround swing" stock suitable for investors willing to tolerate volatility, rather than a safe buy.
Corning to Provide Navistar with Emissions-Control Products for 2010
Corning Inc. and Navistar have partnered for Corning to supply advanced diesel emissions-control products to Navistar, ensuring compliance with the EPA diesel emissions regulations effective January 1, 2010. This multi-year agreement involves integrating Corning's DuraTrap AT and AC filters, and Celcor substrates into Navistar's MaxxForce diesel engines. This collaboration aims to provide customers with an emissions-compliant solution, with Navistar having previously recognized Corning as a Diamond Supplier for its performance.
Iridium Targets IoT And PNT Growth With Satelles Deal And NTN Direct
Iridium Communications is expanding its reach in the satellite IoT and PNT markets by acquiring Satelles, a provider of satellite-based positioning, navigation, and timing services, and introducing Iridium NTN Direct for global IoT and direct-to-device connectivity. These strategic moves aim to position Iridium for broader use cases beyond traditional voice and data, targeting significant new revenue streams by the end of the decade despite anticipated moderate service revenue growth in 2026. Investors should monitor the adoption rate of these new offerings and competition from rivals like Starlink and Globalstar.
Lloyds Banking Group’s Stock Falters Amid Market Pressures
Lloyds Banking Group Plc (NYSE: LYG) stock declined by 3.87% amidst growing economic uncertainties, joining a bear market. Despite facing revenue challenges and market disruptions, the bank maintains strong pre-tax profit margins and a solid financial backbone, with assets totaling approximately $609.61B. The article highlights the importance of caution for traders in a volatile market while underscoring Lloyds' operational resilience and stable financial leverage.
Corning Options Trading: A Deep Dive into Market Sentiment
Whales have shown a noticeably bearish sentiment towards Corning (NYSE: GLW) based on recent options trading, with more trades opening with bearish expectations (37%) compared to bullish (31%). Significant investors are targeting a price range of $67.5 to $180.0 for Corning over the next three months. Currently, Corning's stock is trading at $130.22, down by -0.46%, and analysts have an average price target of $116.6.
State Street Expands Fee Businesses With New ETF And Mariner Deal
State Street (NYSE:STT) has launched a new actively managed Prime Money Market ETF and signed a wealth management technology agreement with Mariner to use its Charles River platform. These actions aim to expand State Street's fee-based businesses, focusing on asset management and front-office software, addressing investor demand for liquidity and integrated portfolio management tools. The success of these initiatives, particularly the ETF's adoption and the smooth rollout of Charles River with Mariner, will be key indicators of State Street's ability to drive growth through its fee streams and deepen client relationships amidst market competition.
From Crisis to Comeback: How Dow Inc Became 2026’s Unlikely Winner
Dow Inc. (NYSE:DOW) stock has surprisingly surged 40% year-to-date in 2026 despite a significant net loss in 2025. This turnaround is attributed to an aggressive restructuring program targeting $2 billion in additional earnings through job cuts and AI investment. While the market shows confidence in the execution, potential risks include technical overbought indicators, recent insider selling, and cautious analyst ratings, suggesting investors are betting on future success rather than delivered results.
AI Deals Drives Corning (GLW) Shares Up 50% In 2026: Can the Rally Continue?
Corning (GLW) shares have surged over 50% year-to-date in 2026, driven by a $6 billion multiyear fiber optic supply deal with Meta Platforms for AI data centers and strong Q4 earnings. The company also surpassed its 20% operating margin target a year early and upgraded its "Springboard" plan to target $11 billion in incremental annualized sales by 2028. While valuation multiples are stretched, Wall Street anticipates significant earnings growth, suggesting the rally could be sustainable if AI infrastructure buildout continues.
Lodge Hill Capital LLC Sells 25,000 Shares of Mohawk Industries, Inc. $MHK
Lodge Hill Capital LLC recently reduced its stake in Mohawk Industries, Inc. (NYSE:MHK) by selling 25,000 shares, bringing its total holdings to 372,480 shares, valued at $48.02 million. This sale represents a 6.3% decrease in their position, though Mohawk Industries remains their third-largest holding. Other institutional investors like Invesco Ltd. and State Street Corp, however, increased their positions in the company during the same period.
Wells Fargo & Company $WFC Shares Purchased by Public Sector Pension Investment Board
The Public Sector Pension Investment Board increased its holdings in Wells Fargo & Company (NYSE:WFC) by 1.3% in Q3, now owning 1,600,740 shares valued at $134,174,000. Other institutional investors also adjusted their positions, with 75.90% of the stock owned by institutional investors. Wells Fargo recently reported Q4 earnings of $1.76 EPS, beating estimates, and announced a quarterly dividend of $0.45 per share.
Insider Sell: John Zhang Sells Shares of Corning Inc (GLW)
John Zhang, Executive Vice President & Chief Commercial Development Officer at a Corning Inc subsidiary, sold 1,531 shares of GLW on February 12, 2026, and now owns no shares of the company. Over the past year, Zhang has sold a total of 20,353 shares with no purchases, contributing to a pattern of 38 insider sells and no buys for Corning Inc in the same period. The stock is currently trading at $133.75, which is significantly overvalued compared to its GF Value of $51.50, and its P/E ratio of 71.47 is higher than both the industry median and the company's historical median.
John Zhang Sells 1,531 Shares of Corning (NYSE:GLW) Stock
John Zhang, VP of Corning, sold 1,531 shares of GLW stock for over $204,000. This insider sale comes as Corning recently reported strong quarterly earnings, secured a significant Meta AI fiber/cable contract, and saw its stock rise to near a 12-month high. Despite positive momentum and analyst upgrades, other insiders have also sold shares, and the stock trades at a high P/E ratio, which may dampen sentiment.
CORNING INC /NY SEC 10-K Report
Corning Inc. has released its 2025 Form 10-K report, highlighting a year of significant financial growth with net sales rising by 19% to $15,629 million and core net income increasing by 29%. The company saw strong performance in optical communications driven by generative AI demand and introduced new products and expanded manufacturing capabilities globally. Looking ahead, Corning's Springboard plan aims for $4 billion in incremental core sales by 2026, targeting sustained growth despite market and operational risks.
