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Corning stock (NYSE: GLW) has surged 40% over the last month, fueled by optimism surrounding its role in building out the backbone of AI data centers. While this momentum might tempt investors to double down, a closer look at the AI infrastructure landscape suggests that Corning may not be the frontrunner many assume.
In the list of unlikely AI stocks, glassmaker Corning Inc. NYSE: GLW must be near the top. The company has close to two centuries of history making glass products and may be best known to the average consumer for its cook and bakeware.
The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage.
Corning Incorporated GLW is benefiting from healthy traction in the Optical Communications segment. The company generated $6.3 billion in revenues from this segment in 2025, registering impressive growth of 35% year over year.
Corning Incorporated (NYSE:GLW) has delivered one of 2026's most impressive rallies, climbing 50.2% year-to-date and 46% over the past month.
During the twelve months ended February 2026, Corning (GLW)'s stock price increased by 115%, driven by strong earnings beats, a significant AI data partnership, and strategic enhancements—even amid a notable decline in the P/E multiple. Let's delve into the influential factors behind this impressive rise.
SUMMARY: The rapid expansion of artificial intelligence is driving an enormous build-out of data centers, with total investment expected to reach unprecedented levels.
The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage.
GLW's Q4 beat, AI data center momentum and big Meta deal lift Optical Communications, but display and auto weakness temper the outlook.
GLW inks up to $6 billion deal with Meta to supply AI data centers, expand U.S. production, and boost high-skilled jobs.
The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage.