Core Viewpoint - GlobalFoundries will host a conference call on November 12, 2025, at 8:30 a.m. ET to discuss its third quarter 2025 financial results [1][2]. Group 1: Conference Call Details - The conference call will be available for interested parties to join by registering [2]. - Financial results and a webcast of the conference call will be accessible on GlobalFoundries' Investor Relations website [2]. Group 2: Company Overview - GlobalFoundries is a leading manufacturer of essential semiconductors, focusing on high-performance and power-efficient products for various high-growth markets including automotive and IoT [3]. - The company has a global manufacturing footprint across the U.S., Europe, and Asia, emphasizing security, longevity, and sustainability in its operations [3].

Core Insights - Companies are collaborating to develop next-generation cores aimed at minimizing insertion loss and maximizing performance for data centers and high-performance computing applications [1] - The partnership between GlobalFoundries and Corning is expected to enhance GlobalFoundries' silicon photonics platform, which is crucial for precision core alignments [2] Company Performance - GlobalFoundries' stock has seen a downward trend over the past year, primarily due to capital being concentrated in major chipmakers like Nvidia [3] - Despite the challenges, GlobalFoundries is gaining investor interest following a significant announcement [4] Market Position - The semiconductor sector offers numerous investment opportunities, with GlobalFoundries being one of the few attractively valued AI and chip-related stocks currently [6][7] - GlobalFoundries is trading at a trailing price-earnings (P/E) multiple of less than 27, indicating potential for growth if top- or bottom-line acceleration occurs [7] Valuation Discrepancies - There is a notable discrepancy in valuation multiples between mega-cap chip companies and those like GlobalFoundries, which may suggest an undervaluation [9] - GlobalFoundries' return on equity and return on assets are less favorable compared to peers, and it currently has a negative profit margin [10] Analyst Sentiment - Wall Street analysts generally maintain a bullish outlook on GlobalFoundries, with a consensus price target of $40.67 per share, indicating an approximate 11% upside from current levels [11][12] - The lowest price target for GFS stock is $35.00, which is close to its current trading price, providing some reassurance for potential investors [13]

Group 1 - Corning Incorporated is recognized as a strong investment opportunity for the next three years, particularly following its collaboration with GlobalFoundries to develop detachable fiber connector solutions for AI datacenters [1][3] - The partnership leverages Corning's expertise in optical interconnect technologies and GlobalFoundries' manufacturing capabilities in silicon photonics, focusing on Corning's GlassBridge solution [2][3] - The collaboration aims to enhance optical connectivity for AI datacenters by creating co-packaged optics solutions that meet the growing demand for high bandwidth and power efficiency [1][3] Group 2 - The initial collaboration includes the development of a vertically-coupled detachable fiber-to-PIC solution, showcasing the companies' ability to produce various forms of co-packaged connectivity [3] - Corning's innovation portfolio includes special glass compositions, glass wafers, and advanced fiber array units designed to minimize insertion loss for high-performance computing applications [3][4] - Corning operates across multiple sectors, including optical communications, display technologies, environmental technologies, specialty materials, and life sciences [4]

Core Insights - A renewed focus in Washington on securing America's domestic manufacturing base has significantly impacted financial markets, particularly benefiting a U.S.-based semiconductor manufacturer [1] - The market's enthusiasm is driven by credible reports of potential White House plans to reduce dependency on foreign-made semiconductors, including new tariffs and incentives for domestic producers [2][3] Company Overview - GlobalFoundries, with a market capitalization exceeding $19 billion, is well-positioned to benefit from this policy shift due to its substantial U.S. manufacturing footprint [4] - The company has received $1.5 billion in funding under the U.S. CHIPS and Science Act to expand and modernize its U.S. facilities, reinforcing its status as a national champion [5] Technology and Market Position - GlobalFoundries focuses on differentiated semiconductors essential for sectors like automotive, aerospace, defense, and communications, aligning its technology portfolio with national priorities [6] - The company reported significant year-over-year revenue growth in critical segments, with automotive revenue up 36% and communications infrastructure and datacenter revenue up 11% [13] Market Reaction - Following the policy news, GlobalFoundries' stock surged 8.37% on September 26, indicating strong investor conviction [7] - There was a notable increase in call options trading for GlobalFoundries, suggesting aggressive bets on the stock's future price increase [8] Investment Outlook - Analysts have a consensus Hold rating on GlobalFoundries, with an average price target of $43.79, indicating a potential upside of over 26% from current levels [10][11] - The recent stock rally is viewed as a rational response to a favorable policy environment, positioning GlobalFoundries as a key player in the strategic onshoring of America's technology supply chain [10][12]

For more on the chip business and the Trump administration's efforts to boost domestic manufacturing, we're joined in an exclusive interview today by Global Foundaries executive chair Tom Caulfield here at Post9. Tom, welcome back. Good to have you.Thanks, Carl. Um, are the Taiwanese serious. Anything we can say to move this along.Look, I I think every business, this is about businesses, not governments. Every business gets to choose how they want to satisfy their customers. What are their business and fina ...

Applied Materials Inc. (NASDAQ:AMAT) is one of the best NASDAQ stocks to buy according to hedge funds. On September 24, Applied Materials announced a partnership with GlobalFoundries Inc. (NASDAQ:GFS) to accelerate the photonics revolution, which is being driven by AI. The collaboration will establish a state-of-the-art waveguide fabrication facility at GlobalFoundries’ Singapore site. The initiative positions photonics as a cornerstone technology for next-gen AI applications. Under the partnership, Appli ...

GlobalFoundries Inc. (NASDAQ:GFS) is one of the worst-performing data center stocks in 2025. On September 23, the company announced a partnership with Egis Technology at its Technology Summit in Shanghai. The collaboration focuses on advanced smart sensing solutions and will aim to develop direct time-of-flight (dToF) sensors using GF’s 55nm platform for mobile, IoT, and automotive applications. GlobalFoundries (GFS) Partners with Egis Technology to Drive Advanced Smart Sensing Innovation Photo by Jeshoo ...

Market Overview - U.S. stocks exhibited mixed performance, with the Nasdaq Composite increasing by over 100 points on Monday [1] - Cannabis-linked stocks experienced significant gains following President Trump's video promoting the health benefits of cannabis [1] Company Highlights - Tilray Brands, Inc. (NASDAQ: TLRY) saw a sharp increase in shares, rising 39.2% to $1.5983 [1] - Merus N.V. (NASDAQ: MRUS) gained 36.6% to $94.14 after Genmab agreed to acquire the company for $97 per share [4] - Better Home & Finance Holding Company (NASDAQ: BETR) increased by 20.1% to $63.60, supported by a $75 million at-the-market offering for Class A shares [4] - BTQ Technologies Corp. (NASDAQ: BTQ) jumped 20% to $6.36, as Danal began proof-of-concept for BTQ's quantum-secure Stablecoin settlement network [4] - SNDL Inc. (NASDAQ: SNDL) rose 18.8% to $2.77, benefiting from the positive sentiment around cannabis stocks [4] - Innoviz Technologies Ltd. (NASDAQ: INVZ) increased by 15.6% to $1.9701 after Goldman Sachs upgraded the stock from Neutral to Buy, raising the price target from $1.50 to $2.50 [4] - Sandisk Corporation (NASDAQ: SNDK) shares jumped 14.3% to $111.06 [4] - GDEV Inc. (NASDAQ: GDEV) rose 12.7% to $29.24 [4] - Ondas Holdings Inc. (NASDAQ: ONDS) gained 12.2% to $8.59 [4] - Pony AI Inc. (NASDAQ: PONY) increased by 10.3% to $23.36, with Citigroup initiating coverage with a Buy rating and a price target of $29 [4] - Galaxy Digital (NASDAQ: GLXY) gained 9.5% to $33.85 [4] - Western Digital Corporation (NASDAQ: WDC) rose 9% to $116.48 after Rosenblatt raised its price target from $90 to $125 while maintaining a Buy rating [4] - New Oriental Education & Technology Group Inc. (NYSE: EDU) increased by 5% to $53.85, with B of A Securities maintaining a Buy rating and raising the price target from $56.2 to $58.2 [4] - GLOBALFOUNDRIES Inc. (NASDAQ: GFS) rose 5% to $37.40 following a collaboration announcement with Corning for developing detachable fiber connector solutions [4]

Core Insights - GlobalFoundries (GF) and Corning Incorporated are collaborating to develop detachable fiber connector solutions for GF's silicon photonics platform, addressing the increasing demands for high bandwidth and power-efficient optical connectivity in AI datacenters [1][4] - The collaboration utilizes Corning's advanced glass and optical fiber technologies, including the GlassBridge™ solution, which is designed to minimize insertion loss for high-performance computing applications [2][4] - This partnership combines Corning's established supply chain and optical interconnect expertise with GF's high-volume manufacturing capabilities, aiming to enhance scalable optical packaging for AI infrastructure [3][4] Company Overview - GlobalFoundries is a leading semiconductor manufacturer focused on delivering power-efficient, high-performance products across various high-growth markets, including automotive and IoT [5] - Corning is recognized for its innovations in materials science, particularly in glass and optical technologies, with a strong emphasis on research and development to meet evolving market needs [6]

Group 1 - GlobalFoundries Inc. (GFS) shares increased by 8.4% to close at $35.59, following a trading session with notable volume, contrasting with a 2.2% loss over the past four weeks [1][2] - The rise in stock price is linked to a proposal from the Trump administration mandating semiconductor companies to manufacture chips in the U.S. to meet domestic demand, which could enhance GlobalFoundries' U.S.-based chip capacity [2] - GlobalFoundries is projected to report quarterly earnings of $0.39 per share, reflecting a year-over-year decline of 4.9%, with expected revenues of $1.68 billion, down 3.7% from the previous year [3] Group 2 - The consensus EPS estimate for GlobalFoundries has remained unchanged over the last 30 days, indicating that stock price movements may not sustain without trends in earnings estimate revisions [4] - GlobalFoundries holds a Zacks Rank of 3 (Hold), while QuickLogic, another company in the same semiconductor industry, has a Zacks Rank of 4 (Sell) [4][5] - QuickLogic's consensus EPS estimate has also remained unchanged at -$0.21, representing a significant year-over-year decline of 250% [5]