Market Overview - Wall Street experienced renewed momentum with the S&P 500 reaching fresh highs, while major U.S. indices closed mixed. The Dow Jones Industrial Average decreased by 0.8% to 49,003.41, the S&P 500 increased by 0.41% to 6,978.60, and the Nasdaq rose by 0.9% to 23,817.09 [1] Seagate Technology Holdings Plc - Seagate's stock increased by 3.76% to close at $371.76, with an intraday high of $383.88 and a low of $361. The stock's 52-week range is between $63.21 and $383.88. In after-hours trading, the stock rose by 9.66% to $407.64 [1] - Seagate reported second-quarter earnings of $3.11 per share, surpassing estimates of $2.81, with revenue of $2.83 billion, exceeding the consensus of $2.73 billion and up from $2.33 billion a year earlier. The results were driven by strong data center demand and momentum from HAMR-based Mozaic products. For the third quarter, Seagate guided for adjusted EPS of $3.20–$3.60 and revenue of $2.8–$3.0 billion, both ahead of Wall Street expectations [2] Texas Instruments Inc. - Texas Instruments saw a marginal increase of 0.02%, closing at $196.63, with an intraday high of $198.41 and a low of $194.34. The stock's 52-week range is $139.95 to $221.69. In after-hours trading, the stock surged by 8.08% to $212.51 [3] - Texas Instruments reported fourth-quarter revenue of $4.42 billion, slightly missing estimates of $4.44 billion, while earnings were $1.27 per share, below the consensus of $1.30. The results included a six-cent per share reduction not part of its original guidance, despite a 10% year-over-year revenue increase. The company generated $7.2 billion in operating cash flow and $2.9 billion in free cash flow over the past 12 months, ending the quarter with $3.23 billion in cash. For the first quarter, the company guided revenue of $4.32–$4.68 billion and earnings of $1.22–$1.48 per share, broadly in line to slightly above expectations [4] Richtech Robotics Inc. - Richtech Robotics surged by 44.62%, closing at $5.51, with an intraday high of $5.60 and a low of $4.05. The stock's 52-week range is $1.37 to $7.43 [5] - The company announced a new partnership with Microsoft to enhance its AI capabilities, which significantly contributed to the stock's gains. The partnership focuses on integrating Azure AI vision, voice, and reasoning tools into its ADAM robot, enabling more contextual and autonomous behavior. The upgraded ADAM platform can now consider various factors such as time of day and weather, while proactively addressing potential operational issues [6] Corning Incorporated - Corning's stock jumped by 15.55% to $109.74, with an intraday high of $113.99 and a low of $100.97. The stock rose by 3.88% in extended trading to $114 [7] - A $6 billion deal with Meta Platforms to supply data center infrastructure significantly boosted Corning's shares. The agreement involves supplying Meta with optical fiber, cable, and connectivity solutions tailored for high-density AI data centers, aimed at supporting Meta's AI applications and infrastructure needs. Corning plans to expand manufacturing capacity in North Carolina, including a major expansion at its Hickory optical cable facility, where Meta will be the anchor customer [8] Lam Research - Lam Research's stock rose by 7.00%, closing at $238.46, with an intraday high of $239.5 and a low of $228.76. The stock rose by 1.07% to $241 in after-hours trading [9] - Investors are anticipating the company's upcoming earnings report, with expectations of positive guidance and performance exceeding expectations. Analysts expect Lam Research to report EPS of $1.17, with a focus on both potential earnings beats and forward guidance [10]

Core Insights - The artificial intelligence (AI) boom is driving significant demand for optical fiber and connectivity products, leading to a major partnership between Corning and Meta Platforms [1][2] - Corning's stock surged by over 15% following the announcement of a $6 billion deal with Meta, reflecting strong market confidence in the company's growth potential [1][3] Company Developments - Under the agreement, Corning will supply advanced optical fiber and connectivity products to Meta, facilitating the rapid construction of AI data centers [2][4] - Corning plans to expand its manufacturing operations in North Carolina, with Meta as the anchor client for a new capacity buildout at its optical cable facility in Hickory, which will become the largest of its kind [4][5] Financial Performance - Corning's optical communications revenue increased by 58% year over year in the third quarter, driven by heightened interest in its AI-focused solutions [5]

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Core Insights - Corning Incorporated is a leading innovator in materials science, particularly known for its contributions to the telecommunications industry through fiber-optic technology [1] - The company has a significant multiyear fiber-optic supply deal with Meta Platforms, valued at up to $6 billion, which is expected to enhance its growth prospects [2][4] Stock Performance - Corning's stock surged by 16.7% to a record high of $110.80 following the announcement of the Meta deal, marking its best daily percentage gain since April 2004 [3] - Over the past year, Corning's stock has risen by 122.7%, with the current price at $110.77 reflecting a substantial increase of 16.66% [5] - The stock has fluctuated between a low of $100.97 and a high of $113.99, with a market capitalization of approximately $94.97 billion [5] Strategic Developments - The partnership with Meta involves supplying next-generation optical fiber, cable, and connectivity hardware, prompting Corning to increase manufacturing capacity at its North Carolina facilities [4]

Meta has struck a multiyear deal worth up to $6 billion to buy fiber-optic cable from Corning, a move aimed at advancing the expansion of its U.S. data-center network for artificial-intelligence systems https://t.co/CP3g1YoX3i ...

Core Insights - Corning has entered into a $6 billion deal with Meta Platforms to supply fiber optic technology and cables for AI data centers, which is expected to enhance Corning's manufacturing capabilities in North Carolina and lead to increased hiring [1][6] - Following the announcement, Corning's stock rose by 17% to around $111, nearing its record high from the dot-com bubble, while Meta's shares experienced a slight decline of less than 1% [2] Industry Impact - The agreement with Meta is part of a broader trend of AI-driven deals for Corning, which has significantly benefited from the AI boom, with its stock soaring over 80% last year and an additional 50% rise anticipated in 2024 [3] - Corning's partnerships with major tech companies like Nvidia and Apple position it well for future growth opportunities, including the potential to produce complex glass for foldable iPhones [4] Analyst Sentiment - Among six analysts tracking Corning, five have issued "buy" ratings, indicating strong confidence in the company's growth prospects, although the stock has already surpassed the average target price of around $100 [4]

Core Insights - Corning has entered into a $6 billion deal with Meta Platforms to supply fiber optic technology and cables for AI data centers, which is expected to enhance Corning's manufacturing capabilities in North Carolina and lead to increased hiring [1][5] - Following the announcement, Corning's stock rose by 17% to around $111, nearing its record high from the dot-com bubble, while Meta's shares experienced a slight decline of less than 1% [2] Company Performance - The agreement with Meta is part of Corning's strategy to capitalize on the AI-driven market, as the company has seen significant growth, with its stock soaring over 80% last year and an additional 50% rise in 2024, largely due to AI-related business [3] - Corning is a key supplier for major tech companies like Nvidia and Apple, and analysts believe that its partnership with Apple could lead to further growth opportunities, including the potential production of specialized glass for foldable iPhones [4] Market Expectations - Analysts have a positive outlook on Corning, with five out of six tracking analysts issuing "buy" ratings, although the stock has already exceeded their average target of around $100 due to recent gains [4] - Investors are anticipating further insights into Corning's business performance with the upcoming fourth-quarter earnings report, which is scheduled for release before the market opens [5]

Company Performance - Boeing Company reported fourth-quarter revenue of $23.948 billion, a 57% increase from $15.242 billion, driven by a sharp rise in commercial deliveries, with 160 airplanes delivered in the quarter [2][3] - The revenue exceeded analyst estimates of $22.470 billion, but the company reported an adjusted loss of $1.91 per share, missing Wall Street expectations for a loss of $0.39 per share [3] Stock Movements - Boeing's stock fell 3% following the earnings report [2] - Redwire Corp shares surged 135% to $0.63 after securing a contract worth up to $151 billion for the Missile Defense Agency [9] - HCA Healthcare Inc shares rose 9% to $514.82 after reporting better-than-expected fourth-quarter adjusted EPS and raising FY25 guidance [9] - Corning Inc shares increased by 15% to $109.16 after announcing a $6 billion agreement with Meta [9] - CommVault Systems, Inc. shares dropped 35% to $84.72 following third-quarter results [9] - Twin Hospitality Group Inc shares fell 43% to $0.30 after filing for Chapter 11 [9] - FAT Brands Inc shares decreased by 43% to $0.23 after commencing Chapter 11 [9] Sector Performance - Information technology shares gained 1.3% on Tuesday, while health care stocks fell by 1% [1]

Corning Inc (NYSE:GLW) shares are up 16.7% to trade at $110.80 at last check, after Meta penned a multiyear fiber-optic supply deal worth up to $6 billion to support U.S. AI data-center expansion. Corning will provide next-generation optical fiber, cable, and connectivity hardware, with plans to ramp manufacturing capacity at its North Carolina facilities.Trading at fresh record highs, today's pop has GLW on track for its best daily percentage gain since April 2004. Longer term, the 100-day moving average h ...

格隆汇1月27日｜康宁公司涨幅扩大至20%，创2004年以来盘中新高。此前有消息称，Meta准备向康宁 公司支付高达60亿美元用于购买光纤电缆。据媒体报道，康宁正扩建生产设施以满足Meta、英伟达、 OpenAI、谷歌、亚马逊和微软等企业日益增长的需求。 ...