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

Impact · against what's priced in

Corning (GLW) gains significant momentum from multibillion-dollar infrastructure deals with Amazon, Meta, and Nvidia, accelerating its top-line growth. While the hyperscalers (AMZN, META, NVDA) are expanding their AI capacity, these investments are consistent with their known capital expenditure strategies and are not material catalysts for their current valuations.

GLW+0.70

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