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Corning's Surprise AI Boom: Is It Already Too Late to Buy?
By Nathan Reiff. First Published: 2/18/2026.
Key Points
- Shares of Corning, a glassmaker nearly two centuries old, have spiked by 152% in the last year as the company's products have found new demand in the AI space.
- With a major Meta partnership and notable earnings wins, Corning appears on track to enter a new phase as an AI partner.
- Still, rising short interest, insider sales, and concerns about valuation may give investors pause.
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In the list of unlikely AI stocks, glassmaker Corning Inc. (NYSE: GLW) is near the top. The company — with nearly two centuries of glassmaking history — may be best known to consumers for its cookware and bakeware. In recent years, however, Corning has become an important supplier to the tech sector: its specialty glass helps enable smartphones and other devices.
What was once a burdensome fiber-optics business has emerged as a go-to partner for companies building AI infrastructure, thanks to the performance advantages of photon-based data transfer over traditional electrical methods. That momentum — including a major partnership with Meta Platforms Inc. (NASDAQ: META) reportedly worth $6 billion to help outfit the social-media giant's data centers — has helped drive GLW shares up about 152% over the past year.
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Investors may be wondering whether it's too late to buy Corning. The company's recent earnings, sustained institutional interest, and enthusiasm around its AI role are bullish signals. At the same time, a spate of insider sales has raised questions and may have created a buying opportunity for others.
Is It Worth Waiting on Corning?
Corning's price-to-earnings (P/E) ratio sits at 72.6 — near the highest level of the past year, and lower than some months leading into spring 2025 when the metric ran even higher. Its price/earnings-to-growth (PEG) ratio and price-to-book ratio are 2.3 and 9.3, respectively, suggesting the recent rally has pushed GLW into relatively rich valuation territory.
Those valuation figures might encourage some investors to wait for a pullback before buying or adding to a position. But there are clear signs that Corning's business could keep growing.
In its Q4 earnings report, Corning beat expectations on both earnings per share (EPS) — $0.72 — and revenue, which rose 14% year-over-year to $4.4 billion. Earnings grew 26% year-over-year and the company achieved an operating margin of 20.2%, hitting a key efficiency target a year ahead of schedule.
That faster-than-expected progress, combined with the Meta agreement, led management to raise its Springboard plan targets. Corning now expects $11 billion in incremental annualized sales contribution by the end of 2028, up from a prior $8 billion projection.
Insider Sale Shake-Up, But Path Forward Remains Unclear
Over the past 12 months, 14 Corning insiders have sold shares, and none have reported purchases. Insider selling picked up through the end of 2025, with the final quarter of the year seeing roughly $14 million in insider exits. The first quarter of the new year is on pace to be even heavier: insiders have already sold about $11 million in GLW with several weeks left in the quarter.
Meanwhile, retail investors have increased short interest in GLW by more than 8% over the past month, which may signal growing hesitation about supporting the stock at current valuations. Institutional interest, however, remains strong — nearly 70% of shares are institutionally owned, and recent inflows from institutions have significantly outpaced outflows.
In short, the market shows a split: some investors are becoming cautious as GLW rises, while institutions appear confident in Corning's role in AI and continued growth. Individual investors should remember that institutions often have different risk profiles and time horizons.
Wall Street analysts reflect a similarly mixed view — about two-thirds rate GLW a Buy, yet the consensus price target is more than 13% below the stock's current level, implying potential downside. That leaves investors to decide whether to buy into a fast-rising AI play despite its valuation, or to wait for a more attractive entry point.
Intel Stock Is Priced for Ruin, But the AI Offensive Is Here
By Jeffrey Neal Johnson. First Published: 2/9/2026.
Key Points
- The company has launched a unified roadmap targeting the lucrative artificial intelligence inference market with new discrete graphics processors and cooling technology.
- Strategic partnerships with industry leaders and significant government support validate the manufacturing capabilities and ensure a stable capital foundation for growth.
- Management is prioritizing high-margin data center products to navigate temporary supply bottlenecks and rebuild inventory levels for stronger performance later this year.
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Intel Corporation (NASDAQ: INTC) is in a high-stakes tug-of-war on Wall Street. Two competing narratives are unfolding, creating significant volatility and confusion for retail investors. On one side, the company has launched an aggressive strategic offensive, re-entering the discrete GPU market and announcing a major partnership with SoftBank (OTCMKTS: SOBKY). On the other, operations are flashing warning signs, with confirmed reports of severe supply shortages affecting the important Chinese market.
This tension between a revitalized long-term vision and immediate logistical hurdles has left Intel's stock price roughly stabilized in the upper $40s. While delivery-delay headlines are daunting, they are likely temporary headwinds. For investors who can look beyond the next two quarters, Intel's shift from a defensive posture to an offensive artificial intelligence (AI) strategy creates a pronounced disconnect between the current share price and potential future value.
The AI Offensive: Brains and Memory
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Since late January, Intel has signaled it is no longer content to act only as a contract manufacturer. Under CEO Lip-Bu Tan, the company is consolidating a unified roadmap that covers both compute power and memory storage.
The most significant update came in early February when Intel announced its return to the discrete GPU market. This is not a repeat of prior gaming-focused attempts; the company is targeting the AI inference market. While firms like NVIDIA (NASDAQ: NVDA) dominate AI model training, inference — actually running models to generate outputs — is expected to become the largest segment of the AI industry.
To address that opportunity, Intel introduced Project Crescent Island. Built on the Xe3P architecture and optimized for inference, Crescent Island's key differentiator is its form factor: it is designed to be air-cooled rather than relying on complex, expensive liquid cooling. That makes deployment easier and cheaper for standard data centers, lowering the barrier to enterprise adoption.
Supporting this technical pivot is the hiring of Eric Demers as Chief GPU Architect. Demers, formerly of Qualcomm (NASDAQ: QCOM) and AMD (NASDAQ: AMD), brings proven experience designing complex GPU architectures and signals Intel is attracting top-tier engineering talent again.
At the same time, Intel is addressing one of AI's biggest bottlenecks: memory. The company finalized a partnership with SoftBank to co-develop Z-Angle memory (ZAM). Current AI chips are constrained by scarce and costly High Bandwidth Memory (HBM). This partnership aims to establish a new industry standard by 2029 that stacks memory more efficiently, positioning Intel Foundry as both a manufacturing hub and an innovation center driving the industry forward.
The China Problem: A Capacity Crisis
Despite the strategic clarity, operational realities are challenging. Reports on Feb. 6 confirmed Intel notified customers in China of delivery delays of up to six months for its Xeon server processors. The news immediately pressured the stock and raised concerns about first-half 2026 revenue.
It's important to understand the root cause: this is not a demand problem; it is a capacity problem. During the fourth-quarter earnings call, CFO David Zinsner said the company's buffer inventory is depleted — essentially, Intel sold nearly all the chips it had in inventory during 2025.
Intel has entered 2026 in a hand-to-mouth position. Semiconductor manufacturing is not an immediately adjustable process; increasing wafer starts today results in finished chips months later. The current six-month delay in China is a direct result of these production lead times. While this creates a temporary revenue air pocket and softer guidance for the first quarter, it also confirms a bullish underlying trend: x86 architecture remains critical to global infrastructure. Demand is real and robust; the supply chain simply needs time to catch up.
Priced for Disaster, Built for Success
The clash between strategic growth and supply constraints has pushed Intel's valuation to historically low levels. The stock is trading at roughly 2x price-to-book, while high-growth semiconductor peers often trade at 7x–10x. That valuation gap suggests the market is pricing Intel for structural failure — a view the company's fundamentals do not fully support.
Investors should remember the significant downside protection that creates a hard floor for the stock price:
- Government Backing: The U.S. government holds approximately a 10% equity stake in the company, effectively designating Intel as a strategic national asset and reducing the risk of catastrophic failure.
- Strategic Investment: Late in 2025, NVIDIA invested $5 billion in Intel, serving as an industry endorsement of Intel's manufacturing capabilities and adding a baseline of strategic capital.
- Cash Fortress: Intel's balance sheet is healthy — the company exited 2025 with $37.4 billion in cash and short-term investments.
That liquidity provides ample runway to weather current supply shortages without resorting to costly capital raises. In short, the company is turning away orders because demand outstripped inventory — not because it is obsolete.
Patience Pays: Looking Past the Noise
The recent volatility reflects two timelines colliding. The supply shortages in China are a short-term weather event: painful, but temporary. The GPU pivot and the SoftBank partnership represent a structural shift for the company, positioning Intel to capture a meaningful share of the next wave of AI spending.
For traders seeking a quick win in the coming weeks, the supply-chain headlines present real risk. But for investors with a multi-quarter horizon, the current share price looks like a discounted entry point. Intel is consolidating a cohesive roadmap spanning manufacturing, memory, and compute. As manufacturing yields improve and inventories rebuild later this year, the market will likely re-rate the stock based on its strategic trajectory rather than its present logistical constraints.
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