Corning (GLW) Stock Plunges 7% After Record Quarter – AI Boom vs. Fiber Headwinds
The Bottom Line: Corning’s latest earnings showcase the power of AI and onshoring trends for a “materials” stock. Optical fiber and solar segments are booming, while older markets like LCD panels and conventional auto glass cool off. Management’s guidance is upbeat, and analysts generally applaud the growth story. However, investors should be aware of near-term volatility: the stock’s sharp rally may have baked in a lot of expectations (and Chinese tariffs remain a risk) marketscreener.com. In Google News style, our takeaway is that Corning’s fundamentals look strong, but the market is testing whether this AI glass play can sustain its
