Fortrade Expands Its Instrument Range With New Shares Across AI, Networking, Space, and Advanced Materials

Fortrade has expanded its trading platform by adding shares in four companies spanning AI, optical networking, space systems, and advanced materials sectors. The new additions include Ciena Corporation, Rocket Lab Corporation, Corning Incorporated, and Cerebras Systems, available as CFDs. The expansion reflects growing client demand for access to companies driving technological innovation beyond mega-cap names.

06/22/2026, 1:00 PM • GlobeNewswire

Corning vs. QuantumScape: Which Technology Stock Is a Better Buy in 2026?

Corning, a profitable materials-science leader with $15.6B in FY2025 revenue and 10.2% net margins, is compared against QuantumScape, a pre-revenue development-stage company pursuing solid-state battery technology. The article presents a classic risk-reward choice: Corning offers stability and proven profitability, while QuantumScape offers speculative upside potential but faces significant technical and production hurdles. The author recommends Corning for most investors due to its 175-year track record of adapting to technological change.

06/15/2026, 7:09 PM • The Motley Fool

Amazon Is the Latest AI Giant to Sign a Blockbuster Deal With This Under-the-Radar Semiconductor Company (Behind Nvidia and Meta)

Corning has signed a multiyear deal worth approximately $6 billion with Amazon to supply optical connectivity solutions for data centers, joining similar commitments from Meta and Nvidia. The company's Multicore Fiber technology reduces cable requirements by 75% while improving performance. However, analysts caution that Corning's stock trades at a premium valuation (P/E of 61.7) relative to growth expectations, and investors should be prepared for a 5+ year holding period given execution risks and potential AI demand fluctuations.

06/10/2026, 6:30 PM • The Motley Fool

Where Will Amazon Stock Be in 3 Years?

Amazon's stock has nearly doubled over three years, but future performance hinges on AWS cloud growth and AI investment payoff. While AWS revenue accelerated 28% YoY and AI-related revenue runs above $15B annually, Amazon's planned $200B capex spending in 2026 strains free cash flow. With a P/E ratio in the mid-30s, the premium valuation leaves little room for error, suggesting conservative 10-12% annual returns over the next three years.

06/10/2026, 12:23 PM • The Motley Fool

Forget the Big Chipmakers for a Minute: This Overlooked AI Stock Is Up 114% and Just Landed Deals With Nvidia and Amazon

Corning, a 175-year-old glassmaker, has emerged as a quiet beneficiary of AI infrastructure spending, with its stock up 114% in 2026. The company secured major multibillion-dollar deals with Amazon, Meta, and Nvidia for optical fiber connectivity in data centers. Corning's optical communications sales grew 36% year-over-year in Q1, and the company targets $40 billion in annualized sales by 2030. However, the stock trades at a rich P/E ratio of 90, and investors should be cautious about concentration risk tied to hyperscaler AI spending.

06/08/2026, 11:12 PM • The Motley Fool

Corning Expands U.S. Manufacturing With Amazon Fiber Agreement

Corning announced a multiyear, multibillion-dollar fiber-optics supply agreement with Amazon for U.S. data center infrastructure. The deal includes 1,000 new advanced manufacturing jobs at Corning's North Carolina facilities and supports Amazon's fiber optic technician training program. Corning shares rose 5.46% to $187.28 on the news, driven by strong momentum and growth prospects in the data center sector.

06/08/2026, 1:14 PM • Benzinga

Micron Rallies, Nasdaq 100 Rebounds As Trump Calls For Immediate Iran-Israel Ceasefire

U.S. stocks staged a sharp premarket rebound Monday as chip stocks bounced back from Friday's selloff following Trump's push for an Iran-Israel ceasefire. Iran announced an end to military operations against Israel, easing geopolitical tensions. Micron Technology led the semiconductor recovery, jumping over 8% in premarket trading, while Nasdaq 100 futures rose more than 2%, clawing back part of Friday's 4.8% decline.

06/08/2026, 9:34 AM • Benzinga

Nvidia Sends a Message With RTX Spark—This Is What It Says

Nvidia unveiled the RTX Spark, a superchip combining Blackwell RTX graphics, Arm CPU cores, and an NPU for personal computers, marking the company's entry into the PC market. The chip delivers petaflop AI computing power and unified memory for local AI applications. Analysts view this as part of Nvidia's broader strategy to dominate AI across all layers—data centers, edge, PCs, and IoT—with strong revenue growth expected and price targets reaching $500 within 12 months.

06/05/2026, 8:11 AM • Investing

AI-Chip Rally Powers S&P 500, Nasdaq 100, Dow To Fresh Records: Stock Market Today

U.S. stock indices reached fresh record highs on Tuesday, driven by a surge in semiconductor and AI-infrastructure stocks. Marvell Technology soared 20% after Nvidia's CEO praised it as 'the next trillion-dollar company' and committed a $2 billion investment. Hewlett Packard Enterprise surged 30% on strong earnings and AI orders. Optical networking and chip stocks rallied broadly, while software stocks pulled back significantly.

06/02/2026, 12:53 PM • Benzinga

If the Market Rally Stalls, This ETF Can Insulate Portfolios

The S&P 500 has rallied over 18% since Q2 on AI enthusiasm, but concentration risk is rising as the top 10 companies account for 40% of the index. The Invesco S&P 500 Equal Weight ETF (RSP) offers a hedge against this concentration by maintaining equal weightings across all 500 companies through quarterly rebalancing. With lower volatility (beta of 0.92) and a higher dividend yield (1.50%), RSP provides downside protection while historically outperforming market-cap-weighted indices by 1-1.05% annually since 1990.

05/28/2026, 12:22 PM • Investing

Nvidia's Latest AI Partner Was a Bargain Hiding in Plain Sight. Is It Still a Buy?

Corning, a 175-year-old manufacturer of fiber-optic cables, has seen its stock surge 259% in the past year due to AI demand. The company's optical communications business is experiencing accelerating growth, with Q1 2026 net income jumping 93% year-over-year. However, manufacturing capacity constraints threaten future growth, and Nvidia is helping build three new facilities. Given the lofty current valuation, investors may want to wait for a better entry point or more clarity on production constraints.

05/22/2026, 5:15 AM • The Motley Fool

Clearfield: Strip Out the Cash and the Math Gets Interesting

Clearfield Inc (CLFD) trades at an attractive valuation of 1.7x trailing sales when stripping out $157M in cash, with 16% revenue growth and 33%+ gross margins. The company benefits from BEAD federal broadband funding catalysts and a $85M buyback program. Q1 FY2026 results beat expectations with revenue of $34.3M (+16% YoY) and margin expansion to 33.2%. Key risks include BEAD timeline delays and customer concentration, but the risk-reward appears attractive for a 12-18 month horizon.

05/21/2026, 5:32 AM • Investing

AI Supercharged This Flatlining U.S. Manufacturing Stock. Now It's Just Scored a Massive New Nvidia Partnership.

Corning, a 175-year-old manufacturer specializing in fiber-optic cables, has seen its stock surge 137% year-to-date as AI demand for high-speed data transmission skyrockets. The company announced a multiyear partnership with Nvidia to dramatically expand U.S.-based manufacturing capacity, including three new facilities in North Carolina and Texas. This will increase fiber production capacity by 50% and optical connectivity manufacturing by 1,000%, positioning both companies as key AI infrastructure suppliers.

05/17/2026, 1:30 PM • The Motley Fool

Analyst Predicts Nvidia Stock Should Be 42% Higher

Bank of America analyst Vivek Arya raised Nvidia's price target from $300 to $320, implying 42% upside potential. The bullish outlook is supported by strong financial fundamentals, including 65% YoY revenue growth and 71% gross margins, as well as over $1 trillion in expected demand for Blackwell and Rubin AI systems through 2027. Nvidia is expected to maintain over 70% market share in AI infrastructure despite competition.

05/16/2026, 8:30 PM • The Motley Fool

The Bond Market Just Fired A Warning Shot At The AI Rally — Fed Rate Hike Ahead

Bond market signals suggest a Fed rate hike is now more likely than not by December 2026, reversing earlier expectations for rate cuts. Rising inflation data, including strong retail sales and surging import prices, have prompted a shift to a hawkish stance. AI infrastructure stocks and commodities sold off sharply on Friday as investors repriced risk, with the Nasdaq 100 falling 1.9% in premarket trading.

05/15/2026, 8:54 AM • Benzinga