AI Optics, Broadcom Partnership, Gorilla Glass Drive Corning’s Bold Growth

insidermonkey
2025.07.31 16:37
portai
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Corning Incorporated (NYSE:GLW) aims for $4 billion growth through AI-driven optics, a partnership with Broadcom, and next-gen Gorilla Glass. The company focuses on durable materials and optical connectivity, targeting a 20% operating margin by 2026. With Q2 2025 earnings expected on July 29, strong analyst expectations highlight its potential in telecom and consumer electronics. Despite risks, Corning is seen as a significant player in tech supply chains, with institutional trust reflected in its hedge fund presence. The report also hints at other AI stocks with higher return potential.