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

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