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Market Overview - Stocks experienced gains on Wednesday, driven by strong performances from Nvidia and Oracle, with Jim Cramer suggesting that Monday's sell-off may have been an overreaction to a negative report on AI's impact on jobs and stock values [1][1][1] - Defensive stocks, which had been performing well, took a back seat, although shares of TJX Companies rose modestly following a strong quarterly report [1][1][1] Company Highlights - Corning received a positive 30-day catalyst from Citi ahead of the Optical Fiber Communications conference, with analysts raising the price target for Corning's stock from $120 to $170 per share [1][1][1] - Meta's recent deal to pay Corning up to $6 billion for fiber-optic cables for its AI data centers has significantly boosted Corning's stock, which reached an all-time high [1][1][1] - Nvidia is set to report earnings, with analysts projecting sales of approximately $66.1 billion and adjusted earnings per share of $1.54, while updates on China sales are highly anticipated [1][1][1] - Salesforce is also reporting earnings, with expectations that the company must exceed forecasts to avoid disruption from AI, as noted by Jeff Marks, director of portfolio analysis for the Club [1][1][1] Additional Stocks Mentioned - Stocks briefly covered included Lowe's, Cava, Oracle, Kroger, and HP Inc., indicating a broad interest in various sectors [1][1][1]

智通财经APP获悉，周三，美股光通信板块走强，截至发稿，Lumentum(LITE.US)涨超7.9%，康宁 (GLW.US)涨超5%，Coherent(COHR.US)涨超5.4%，Fabrinet(FN.US)涨超5.8%，Ciena(CIEN.US)涨超 6%。 ...

花旗将康宁、Lumentum 纳入正面催化剂观察名单。 来源：滚动播报 ...

Citi Research Global Technology, Communications, Real Estate, Energy, and Industrials February 23, 2026 Data Center GAINs (Gen AI Names) Multi-Asset Strong Absorption Supports Solid 2026 and LT Data Center Demand | Equities | | | | | ABS | | --- | --- | --- | --- | --- | --- | | Michael Rollins, CFAAC +1 212 816-3116 | Heath TerryAC +1 212 723-4624 | Caitlyn Walsh caitlyn.walsh@citi.com | | | | | michael.rollins@citi.com | heath.terry@citi.com | | | | | | Siraj Ahmed AC | AC Scott Gruber | Andrew KaplowitzA ...

大模型持续更新，红包大战抢用户 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 中信建投证券研究 文|阎贵成 于芳博 刘永旭 曹添雨 AI发展日新月异，大模型持续迭代升级，算力需求非常强劲。如智谱新模型编程能力大幅提升，引发 算力需求激增，Seedance视频能力表现非常亮眼，引发业界大佬关注。我们认为大模型的商业变现路径 畅通，正在从"低价/免费圈地"阶段走向"为高质量付费"阶段，且带动的算力需求非常旺盛。假期期 间，美股AI算力光通信个股总体表现亮眼，如Lumentum、康宁、Coherent均创历史新高（盘中或收 盘），智谱与MINIMAX-WP也大涨。黄仁勋表示将在3月举办的GTC大会发布"世界前所未见"的芯片。 继续看好AI产业链，包括大模型、AI算力链等。 春节假期期间，全球AI大模型迭代更新频繁。 2月18日凌晨，Anthropic推出史上最强Sonnet模型Claude Sonnet 4.6，在编程、计算机使用、长上下文推 理、Agent规划、知识工作和设计工作上全面进化。从基准测试结果来看，Claude Sonnet 4.6的智能水平 已接近Opus级别，在Agen ...

Market Analysis by covering: Corning Incorporated, Meta Platforms Inc. Read 's Market Analysis on Investing.com ...

North America Equity Research February 2026 Hardware & Networking Optical Teach-in & Bull Case on Coherent, Lumentum, Fabrinet, Ciena, & Corning Hardware & Networking–Equity Research | Samik Chatterjee AC | Joseph Cardoso | Manmohanpreet Singh | Marc Vitenzon | | --- | --- | --- | --- | | 212-622-0798 | 212-622-9036 | 212-622-4527 | 212-622-3342 | | samik.x.chatterjee@jpmorgan.com | joseph.cardoso@jpmorgan.com | manmohanpreet.singh@jpmchase.com | marc.vitenzon@jpmchase.com | | J.P. Morgan Securities LLC | J ...

S&P 500: 7 Stocks Gain The Most After Trump Tariffs Get Slapped Down | Investor's Business DailyBREAKING: [Dow Reclaims Key Level Ahead Of Trump Speech]---Who benefits from the [Supreme Court slapping down] President Donald Trump's protectionist tariffs? Investors quickly looked for the winners.Shares of seven S&P 500 stocks — including Comfort Systems USA ([FIX]), Corning ([GLW]) and Sandisk ([SNDK]) — jumped 4% or more on Feb. 20, the day the Trump tariffs were ruled illegal, says an Investor's Business D ...

Market Overview - Stock index futures are down, with Dow futures falling 0.25%, S&P 500 futures down 0.22%, and Nasdaq 100 futures declining 0.35% amid renewed tariff-related uncertainty following President Trump's announcement [3][4] - U.S. Customs and Border Protection stated that tariffs imposed under the International Emergency Economic Powers Act will no longer be collected starting Tuesday [3] Tariff Announcement - President Trump announced an increase in the global tariff level from 10% to 15% after the Supreme Court struck down most of the tariffs imposed last year [4] Travel Sector Impact - The ongoing shutdown of the U.S. Department of Homeland Security (DHS) is creating uncertainty in airport operations and the travel sector, with expedited screening programs initially affected [5][6] - TSA PreCheck remains operational but may face adjustments due to potential staffing shortages, while Global Entry has been suspended [6][7] Bitcoin ETF Withdrawals - Investors have withdrawn nearly $3.8 billion from U.S.-listed spot Bitcoin ETFs over the past five weeks, marking the longest streak of outflows since February 2025 [9] - BlackRock's iShares Bitcoin Trust has led the declines, shedding approximately $2.13 billion during this period [9][10] Company-Specific Movements - Novo Nordisk's stock tumbled by 15% after its next-generation obesity drug CagriSema underperformed compared to Eli Lilly's competing treatment in a phase 3 trial [11][12] - Top gainers in premarket trading included Eli Lilly (+2.34%), Revvity (+1.95%), and Corning (+1.86%), while decliners included Smurfit Westrock (-6.54%) and Packaging Corporation of America (-5.59%) [4]