These 4 Stocks Are Tied to the Smartphone in Your Pocket

The article analyzes four companies profiting from smartphones: Apple, Qualcomm, Corning, and Arm Holdings. Apple's iPhone revenue grew 17% year-over-year, but growth is slowing and margins are pressured by rising memory costs. Qualcomm's handset chip revenue fell 26% and is expected to decline further as Apple develops its own modems. Corning's phone glass business is smaller than its optical communications segment, which is growing rapidly. Arm's smartphone royalties declined as memory prices impacted the market. Of the four, only Apple reported growing phone sales, making it the author's preferred choice despite its premium valuation.

11/07/2026, 4:53 AM • The Motley Fool

Nokia vs. AT&T: Comparing Cyclical Sales Patterns vs. Steady Revenue

AT&T generates roughly five times more revenue than Nokia with consistent quarter-over-quarter performance, while Nokia exhibits cyclical patterns with sharp Q4 spikes reflecting IT budget spending cycles. Both companies show year-over-year growth, but Nokia's AI and cloud business is accelerating with 123% growth, potentially transforming its revenue trajectory. AT&T's steady free cash flow supports its dividend payments, demonstrating reliable operational performance.

11/03/2026, 10:53 PM • The Motley Fool

Corning: 3 Key Takeaways for Long-Term Investors

Corning reported strong Q3 2026 results with 19% year-over-year sales growth to $5.1 billion, driven by AI-fueled demand for optical networking. The company's enterprise optical sales quadrupled to a $6 billion run rate, while customer upfront deposits of $639 million over nine months are de-risking its multibillion-dollar capacity expansions. Management expects optical scale-up architecture to accelerate in 2028 and targets doubling sales from $20 billion to $40 billion by 2030.

11/03/2026, 6:34 PM • The Motley Fool

Meet the Brilliant AI Stock Obliterating Nvidia in 2026 With a Return of 44%

While Nvidia stock has returned only 16% in 2026, Corning Inc has surged 44% by capitalizing on the AI infrastructure boom through its fiber-optic data center cables. Corning's optical communications segment is growing at 44% with AI-related sales up over 100% year-over-year, driven by major hyperscaler orders from Meta and Amazon. Despite a higher current P/E ratio of 40.6, analysts project Corning could reach $40 billion in annual revenue by 2030, potentially making today's valuation attractive for long-term investors.

10/31/2026, 7:09 AM • The Motley Fool

Prediction: Here's Where Corning Stock Will Trade in 2030

Corning's stock has dropped 50% from its 52-week high but the business is strengthening, with Q3 adjusted EPS growing 36% year-over-year and core sales up 19%. The company plans to double sales to $40 billion by 2030. Analyst Daniel Sparks predicts the stock will trade around $187 by 2030, implying ~9% annual returns, assuming $7.50 EPS and a 25x P/E multiple. While growth is solid, the valuation multiple compression as the company matures limits upside potential.

10/30/2026, 9:23 PM • The Motley Fool

Why Shares of Corning Are Tumbling Lower Today

Corning reported Q3 2026 results that beat analyst expectations with $5.08B in core sales and $0.91 EPS, but shares fell as investors focused on disappointing solar business performance. The solar division saw flat revenue at $436M and a $7M net loss, reversing prior year profitability. Despite strong overall results and positive Q4 guidance, the stock trades at 30.8x forward earnings, prompting caution from investors.

10/27/2026, 2:57 PM • The Motley Fool

Corning Stock Has Lost Half Its Value Since June. Is It a Buy Before Its Next Report?

Corning's stock has plummeted 51% from its June peak of $255.69 to around $125, despite strong fundamentals with core earnings per share growing 30% year-over-year. The decline reflects a valuation correction after the stock reached 95x earnings following major partnerships with Nvidia and Amazon. At current valuations of 44x trailing and 29x forward earnings, the stock appears reasonably priced for a company growing earnings at 30%, with optical communications driving three-quarters of growth. The analyst suggests the sell-off warrants consideration ahead of Q3 earnings on October 27.

10/25/2026, 5:43 PM • The Motley Fool

Breakfast News: Week in Review

Meta, SpaceX, and Tesla posted strong revenue but are spending heavily on AI infrastructure with uncertain cash flow outcomes. Walmart opened AI shopping to approved agents while Amazon blocked them. Salesforce acquired Braze for a 58% premium but analysts expect modest returns. Netflix and Intuitive Surgical face pricing power challenges. Old-economy companies like Cisco, Corning, and EQT benefit from AI buildout demand.

10/23/2026, 7:30 AM • The Motley Fool

Breakfast News: Tesla’s Slow Wheels, Fast Dreams

Tesla's stock dipped despite beating earnings, as the market focuses on its pivot to AI and robotics rather than EV sales. Meta surged on AI assistant success with 26% revenue growth, while IBM stabilized mainframe demand. The broader AI sector faces headwinds with chip stocks down 15% in three weeks. Corning targets $355 per share on strong data center demand, and three companies report earnings today.

10/22/2026, 7:30 AM • The Motley Fool

Global Data Center Wire and Cable Market Strategic Report, 2026-2031 | AI Buildouts Drive 7.1% CAGR and a USD 27.42 Billion Fiber and Copper Opportunity

The global data center wire and cable market is projected to grow from USD 18.17 billion in 2025 to USD 27.42 billion by 2031, driven by accelerating AI data center construction and demand for high-density fiber optic, copper interconnect, and power cable infrastructure across hyperscale, enterprise, and colocation facilities.

10/21/2026, 4:58 AM • GlobeNewswire

Corning vs. Honeywell International: Which Stock Is a Better Buy in 2026?

Corning and Honeywell International represent two different industrial investment approaches. Corning, a specialty materials leader, is undergoing rapid transformation with 30%+ optical communications growth driven by AI data centers and ambitious plans to reach $40 billion revenue by 2030. Honeywell, a diversified conglomerate, offers steady execution post-aerospace spinoff with strong free cash flow. The article recommends Corning for long-term investors seeking exposure to a company mid-transformation before its full potential is reflected in stock price.

10/15/2026, 4:10 PM • The Motley Fool

INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Corning Incorporated - GLW

Pomerantz LLP is investigating potential securities fraud claims against Corning Incorporated following the company's announcement of a $2 billion at-the-market equity offering on September 11, 2026. Corning's stock price declined $22.80 per share (13.7%) to $143.60 on September 14, 2026, following the announcement.

10/13/2026, 5:54 PM • GlobeNewswire

Caterpillar vs. Corning: Which Industrials Stock Is a Better Buy in 2026?

The article compares two industrial stocks: Caterpillar, a construction and mining equipment titan with record backlog and growing dividends, versus Corning, a materials science leader benefiting from AI data center demand. While Caterpillar offers proven industrial exposure with reliable income, Corning's optical communications business is growing over 30% year-over-year with ambitious revenue targets of $20B by end-2026, $30B by 2028, and $40B by 2030. The author recommends Corning for patient investors seeking exposure to AI infrastructure growth.

10/09/2026, 5:03 PM • The Motley Fool

Meet the Super Semiconductor Stock Crushing Nvidia in 2026

Corning stock has surged 82% in 2026, outpacing Nvidia's 28% gain, driven by strong demand for its fiber-optic data center cables used in AI infrastructure. The 175-year-old glassmaker is capitalizing on the shift from copper to fiber-optic cables in data centers, with major deals from Meta ($6B) and Amazon. Corning's optical communications segment grew 34% in the first half of 2026, with AI-related sales nearly doubling in Q2. Management projects revenue growth to $20B by end of 2026, $30B by 2028, and $40B by 2030, though the stock trades at a P/E of 55.5, making it expensive compared to Nvidia's 30.2.

10/08/2026, 11:06 AM • The Motley Fool

This AI Stock Is Trading Near Record Highs. Is It Too Late to Buy?

Amphenol, a maker of connectors and cables for AI infrastructure, is trading near all-time highs with strong fundamentals. Despite a 311.6% three-year gain, the company's Q2 results show 55% sales growth, 67% EPS growth, and a healthy book-to-bill ratio of 1.23, suggesting continued momentum. While the stock has underperformed peers this year, recent quarterly trends favor Amphenol, and analysts suggest the next leg of growth may still be ahead.

10/01/2026, 3:26 PM • The Motley Fool