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When the #1 Silver Producer Buys In... You Might Want to Pay Attention Global producers almost never take significant equity positions in early-stage juniors - yet one of the world's largest silver companies just acquired a 17% stake in this small cap. Moves like this often signal conviction: conviction in the asset, conviction in the team, and conviction in what future exploration may reveal. Combined with silver's accelerating price action and tightening supply, the timing becomes even more interesting. This early-stage name now controls three 100%-owned projects in Mexico's top mineral belts, including a newly acquired district-scale asset. The question for investors: what did a major see before the market did?
Additional Reading from MarketBeat.com Corning's Surprise AI Boom: Is It Already Too Late to Buy?Written by Nathan Reiff. Posted: 2/18/2026. 
Key Takeaways - 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.
In the list of unlikely AI stocks, glassmaker Corning Inc. (NYSE: GLW) must be near the top. The company has nearly two centuries of experience making glass products and is perhaps best known to consumers for its cookware and bakeware. In recent years, however, Corning has become an essential contributor to the tech space, supplying glass components that help make smartphones and other devices possible. Now the company's once-burdensome fiber-optics business has become a partner of choice for firms focused on AI, thanks to the higher speeds enabled by photon-based data transfer compared with traditional methods. The hype—highlighted by a major partnership with Meta Platforms Inc. (NASDAQ: META) reportedly worth $6 billion to help outfit the latter company's data centers—has pushed GLW shares up 152% over the past year. In 1999, Sutter Hill Ventures made a bold bet on Nvidia before anyone had heard of it. Now, they're going all-in on Nvidia's hush-hush partner that's powering their new Blackwell chip. Discover the little-known company that's attracting massive investments from the visionaries behind Nvidia's 100,000% rise. Unlock the hidden key to AI's future. Investors may be wondering whether it's too late to buy Corning. Recent earnings, sustained institutional interest and enthusiasm about the company's AI role remain strong. Conversely, a wave of insider sales has unnerved some investors—or might present a buying opportunity. Is It Worth Waiting on Corning? Corning's price-to-earnings (P/E) ratio is 72.6, near its highest level over the past year; the metric was even higher several months before spring 2025. The company's price-to-earnings growth (PEG) ratio and price-to-book (P/B) ratio are 2.3 and 9.3, respectively—both suggesting the recent rally has pushed the stock into richly valued territory. That might lead investors to wait for a better entry point. At the same time, several indicators suggest the business could continue to grow for the foreseeable future. In Corning's Q4 earnings report, the company beat expectations with earnings per share (EPS) of $0.72 and revenue of $4.4 billion, up 14% year over year. Earnings grew 26% year over year and the company reached an operating margin of 20.2%, meeting a key efficiency goal a full year ahead of schedule. That momentum, along with the Meta agreement, prompted management to raise its projected incremental annualized sales target under its Springboard plan aimed at boosting profitability and growth. Corning now expects $11 billion in incremental annualized sales by the end of 2028, up from a prior $8 billion target. Insider Sale Shake-Up, But Path Forward Remains Unclear Over the last year, 14 Corning insiders have sold shares, while none have purchased any. Insider sales accelerated through the end of 2025, with the final quarter of the year seeing roughly $14 million in insider stock exits. The first quarter of the new year is on pace to top that: insiders have already sold about $11 million in GLW with several weeks left in the quarter. Meanwhile, retail investors have boosted short interest in GLW by more than 8% in the past month, a sign of growing hesitation around the company's current valuation. Yet institutional interest remains strong—nearly 70% of shares are institutionally owned, and recent inflows from institutions have significantly outpaced outflows. So investors are seeing both signs of caution from some market participants as GLW climbs, and sustained conviction from institutions that Corning will play a key role in AI infrastructure. Institutional investors often have different risk profiles and time horizons than individual investors, which helps explain the divergence. Wall Street analysts also reflect this mixed view—about two-thirds rate GLW a Buy, but the consensus price target is more than 13% below the current share price, suggesting potential downside from here. That leaves individual investors to decide whether to buy a fast-rising name tied to the red-hot AI industry despite a rich valuation, or to wait for a more attractive entry point.
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