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

Continuous Bioprocessing Technologies Market - Global Forecast 2026-2031 | Market to Reach USD 8.5 Billion as Automation and Biologics Demand Fuel 12.1% CAGR

The global continuous bioprocessing technologies market is projected to grow from USD 4.8 billion in 2026 to USD 8.5 billion by 2031, driven by rising biologics demand, regulatory support, and the biopharmaceutical industry's shift from batch to continuous production. Key growth drivers include cost efficiency, improved quality, and faster time to market, though high capital investment and technical complexity remain challenges.

10/01/2026, 11:00 AM • 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 leader with $67.6B in FY2025 revenue and $7.5B in free cash flow, and Corning, a materials science company with $15.6B in revenue growing 19.1% driven by AI infrastructure demand. While Caterpillar offers better valuation metrics (Forward P/E of 29.7x vs 45.7x), Corning benefits from AI tailwinds. Both stocks trade above historical averages, making them premium-priced choices for industrial investors.

09/24/2026, 9:15 AM • 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 with Goldman Sachs on September 11, 2026. The announcement triggered a significant stock price decline of $22.80 per share (13.7%) to $143.60 on September 14, 2026. Investors are being invited to join the class action investigation.

09/22/2026, 10:40 PM • GlobeNewswire

Why Corning Plunged Today

Corning stock fell 14% after announcing a $2 billion equity sale program to fund optical fiber production capacity for AI infrastructure. The decline was exacerbated by broader AI sector weakness following Anthropic CEO's proposal to slow frontier AI model training. However, the analyst suggests the selloff may present a buying opportunity since optical fiber demand should remain strong for AI inference applications.

09/14/2026, 3:21 PM • The Motley Fool

Stock Market Today, Sept. 8: Stocks Slide Amid Surging Oil Prices, Persistent Geopolotical Tenisons

Major stock indices declined on September 8, 2026, as rising crude oil prices approaching $100/barrel and geopolitical tensions weighed on markets. The Dow fell 1.18%, S&P 500 dropped 0.58%, and Nasdaq declined 0.31%. Notable movers included Intel gaining 9% on pricing plans, Corning rising 7% on a Verizon fiber deal, while Amgen and Novartis fell sharply following a drug trial setback. Qualcomm signed a major AI chip deal with Amazon worth up to $60 billion.

09/08/2026, 5:16 PM • The Motley Fool

If a Bear Market Is Coming, This Growth Stock Might Be a Great Buy on the Dip

With the S&P 500 trading at historically high valuations and potential market headwinds ahead, Corning emerges as an attractive opportunity for investors seeking a discount. The company is capitalizing on AI data center demand through its fiber-optic connectivity solutions, with major deals from Meta and Amazon. While currently trading at a P/E of 51.9, the author suggests waiting for a market correction to push the stock toward $100 before buying, where it would trade at a more reasonable 34.7 P/E ratio.

09/01/2026, 12:16 PM • The Motley Fool

Meet the Super Semiconductor Stock Crushing Nvidia in 2026

Credo Technology (CRDO) has outperformed Nvidia by 80% vs 20% in 2026 by providing critical high-speed connectivity infrastructure for AI data centers. The article highlights how companies supplying the 'plumbing' of AI infrastructure—like Credo's connectivity solutions and Corning's fiber-optic cables—are becoming as important as GPU chips themselves for scaling AI clusters.

08/18/2026, 12:30 PM • The Motley Fool

The Next Big AI Market Bottleneck Is Here: 8 Stocks to Play the Boom in Optics

As AI innovation accelerates, data centers are shifting from copper wiring to optical connections for faster, more energy-efficient connectivity. This shift is creating a bottleneck in AI infrastructure, presenting investment opportunities in eight optical technology companies across chip design, laser manufacturing, transceiver infrastructure, and data routing systems.

08/13/2026, 4:20 AM • The Motley Fool

Advance Auto Parts vs. Corning: Which Consumer Stock Is a Better Buy in 2026?

The article compares Advance Auto Parts and Corning as investment opportunities for 2026. Advance Auto Parts is undergoing a turnaround with improving comparable sales and margins but faces high debt (2.4x debt-to-equity) and negative free cash flow (-$298M). Corning demonstrates stronger fundamentals with 19% revenue growth, $1.4B free cash flow, lower debt (0.9x debt-to-equity), and benefits from AI infrastructure demand. The author recommends Corning as the superior investment due to its proven execution and momentum versus Advance Auto Parts' uncertain turnaround prospects.

08/11/2026, 6:15 PM • The Motley Fool

Meet the Super Semiconductor Stock Crushing Nvidia With a 12-Month Return of 129%

Corning, a 175-year-old glass manufacturer, has emerged as a key player in the AI boom by supplying fiber-optic cables for data centers. With a 12-month return of 129%, the stock significantly outperformed Nvidia's 8% return. The company secured multi-billion dollar deals with Meta and Amazon, plans to expand manufacturing capacity tenfold, and projects doubling revenue from $20B to $40B by 2030. While trading at a higher P/E ratio than Nvidia currently, analysts believe the stock could deliver strong long-term returns if the company executes on its growth plans.

07/30/2026, 1:30 PM • The Motley Fool

Stock Market Midday, July 30: Microsoft Soars 15%, Boosting Tech Stocks

Markets recovered from yesterday's losses with the Nasdaq up 2.42% as technology stocks rallied. Microsoft surged 15.5% following strong earnings results, boosting investor confidence in AI spending. However, GDP growth slowed to 1.5% in Q2, below expectations, signaling underlying economic uncertainty despite the market rebound.

07/30/2026, 12:32 PM • The Motley Fool

The AI Boom Has a Second Act—And It’s Playing Out in Optics

While AI infrastructure investment focuses on chips, the real opportunity lies in optical networking components. Companies manufacturing fiber, connectors, and routing systems are landing multi-billion-dollar contracts with hyperscalers and facing supply bottlenecks. Three key players—Amphenol, Corning, and Ciena—are positioned to benefit from the $1 trillion AI infrastructure buildout, with analyst estimates expected to be revised higher as demand accelerates through 2030.

06/30/2026, 11:32 AM • Investing

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