Group 1 - QuantumScape's stock experienced a decline of 1.79% in pre-market trading after a partnership announcement with Corning [1] - The collaboration aims to enhance manufacturing capabilities for ceramic separators, crucial for QuantumScape's solid-state battery technology [2][3] - Year-to-date, QuantumScape's shares have surged by 139%, driven by innovations in solid-state batteries and successful demonstrations with Volkswagen [4] Group 2 - QuantumScape reported quarterly losses of 20 cents per share, which was better than the analyst consensus estimate of 22 cents and an improvement from losses of 25 cents per share in the same period last year [5] - Corning's stock has increased by 69% year-to-date, supported by its growth strategy and strong demand in sectors like Optical Communications and solar [5] - QuantumScape holds a momentum score of 96.75% according to Benzinga Edge Stock Rankings, indicating strong market performance [6]

Group 1 - The U.S. government is approaching a shutdown, leading to a slight decline in major stock indices, with the Nasdaq down 0.04%, S&P 500 down 0.08%, and Dow Jones down 0.04% [1] - CoreWeave shares surged over 10% after signing a $14 billion computing power supply agreement with Meta [1] - EchoStar Communications rose nearly 4% amid reports of Verizon negotiating to acquire part of the company's wireless spectrum assets [1] - Wolfspeed's stock skyrocketed over 31% following the announcement of exiting bankruptcy protection, with former Micron and Corning executives joining the board [1]

Group 1 - QuantumScape has partnered with Corning to develop manufacturing capabilities for ceramic separators used in next-generation solid-state lithium-metal batteries [1][2] - The collaboration aims to scale high-volume production of QuantumScape's ceramic separators, which are essential for its solid-state battery technology [1][3] - QuantumScape's stock has increased by 139% year-to-date, driven by advancements in its solid-state battery technology and successful demonstrations [3] Group 2 - Speculation is rising regarding a potential partnership with Tesla, fueled by comments from QuantumScape's CEO about Tesla's patents [4] - Investors are considering various possibilities, including licensing agreements, joint ventures, or acquisitions between QuantumScape and Tesla [4] - Corning's stock has also seen a 69% increase year-to-date, supported by its growth strategy and demand in sectors like Optical Communications and solar [5]

Core Viewpoint - QuantumScape Corporation and Corning Incorporated have announced a partnership to develop ceramic separator manufacturing capabilities for QuantumScape's solid-state batteries, aiming for high-volume production for commercial applications [1][2]. Company Overview - QuantumScape is focused on revolutionizing energy storage with its next-generation solid-state lithium-metal battery technology, which promises greater energy density, faster charging, and enhanced safety [2]. - Corning is a leader in materials science with a 170-year history of innovation, specializing in glass, ceramics, and optical physics, and aims to leverage its manufacturing capabilities to support QuantumScape's battery technology [3]. Strategic Collaboration - The collaboration combines the strengths of both companies in materials science and manufacturing, marking a significant step in building an ecosystem to industrialize QuantumScape's battery technology [2]. - The partnership is expected to enhance the scalability of production for high-performance solid-state batteries, contributing to a sustainable energy future [2]. Market Implications - The agreement is part of QuantumScape's broader mission to transition away from legacy energy sources towards a lower carbon future, aligning with global trends in energy storage and electric vehicles [2][3].

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: Momentum Investing Overview - Momentum investing involves following a stock's recent trend, with the aim of buying high and selling even higher [1] - The Zacks Momentum Style Score helps define momentum characteristics, with Corning (GLW) currently holding a Momentum Style Score of A [2] - Style Scores complement the Zacks Rank, which has a strong track record of outperformance; GLW has a Zacks Rank of 2 (Buy) [3] Group 2: Corning's Performance Metrics - GLW shares have increased by 3.27% over the past week, outperforming the Zacks Communication - Components industry, which rose by 0.16% [5] - Over the past quarter, GLW shares have risen by 49.19%, and by 74.76% over the last year, compared to the S&P 500's increases of 8.73% and 17.21% respectively [6] - The average 20-day trading volume for GLW is 10,055,695 shares, indicating a bullish sign with rising stock prices [7] Group 3: Earnings Outlook - In the past two months, 5 earnings estimates for GLW have moved higher, with no downward revisions, increasing the consensus estimate from $2.35 to $2.47 [9] - For the next fiscal year, 5 estimates have also moved upwards, indicating positive sentiment [9] Group 4: Conclusion - Given the strong performance metrics and positive earnings outlook, GLW is positioned as a 2 (Buy) stock with a Momentum Score of A, making it a promising near-term investment [11]

Group 1: Pagaya Technologies Ltd. (PGY) - Pagaya Technologies is a technology company focused on building artificial intelligence infrastructure for the financial ecosystem, holding a Zacks Rank 1 (Strong Buy) [1] - The Zacks Consensus Estimate for Pagaya's current year earnings has increased by 5.6% over the last 60 days [1] - Pagaya's shares have gained 80% over the last three months, significantly outperforming the S&P 500's gain of 8.1%, and the company has a Momentum Score of A [2] Group 2: Corning (GLW) - Corning is known for its advanced glass technologies used in various applications across multiple markets, also holding a Zacks Rank 1 [2] - The Zacks Consensus Estimate for Corning's current year earnings has increased by 5.1% over the last 60 days [2] - Corning's shares have gained 55.2% over the last three months, again outperforming the S&P 500's gain of 8.1%, and the company possesses a Momentum Score of A [3] Group 3: Trip.com Group Limited (TCOM) - Trip.com Group is a one-stop travel service company providing platforms that include mobile apps, internet websites, and 24/7 customer service centers, with a Zacks Rank 1 [3] - The Zacks Consensus Estimate for Trip.com's current year earnings has increased by 3.9% over the last 60 days [3] - Trip.com's shares have gained 30.4% over the last three months, compared to the S&P 500's gain of 8.1%, and the company has a Momentum Score of B [4]

Core Points - The U.S. International Trade Commission (ITC) issued a final ruling on September 24, 2025, regarding certain glass substrates for liquid crystal displays, confirming the termination of investigations related to specific patent claims due to the withdrawal by the complainant [1][6][7] Summary by Sections - **Investigation Termination** The ITC decided not to review the administrative law judge's initial ruling from August 26, 2025, which led to the termination of investigations concerning U.S. Patent No. 7,851,394 and U.S. Patent No. 9,512,025 based on the complainant's withdrawal [1][3][5] - **Previous Developments** On February 26, 2025, the ITC partially terminated the investigation related to the "394 patent" following the withdrawal of the complaint. Further, on July 14, 2025, the investigation concerning claims related to the "025 patent" was also partially terminated due to similar withdrawals [3][4] - **Settlement Agreements** A settlement agreement between Corning and VIZIO was reached, leading to the termination of the investigation against VIZIO. This agreement was approved without opposition on August 14, 2025 [4][6]

Core Insights - Corning Incorporated (GLW) is experiencing significant customer growth across various end markets, including consumer electronics, telecom, semiconductors, and solar products [1][9]. Consumer Electronics - Apple is investing $2.5 billion to develop cover glass for iPhones and Apple Watches at Corning's Kentucky facilities, part of a broader $600 billion multiyear investment plan in the U.S. [2] - Samsung is utilizing Corning's advanced Gorilla Glass in its flagship smartphones, alongside other clients like OnePlus, Google, and Xiaomi [2]. Telecom Sector - Lumen is accelerating its network infrastructure deployment in the U.S. using Corning's next-generation fiber optic cables [3]. - AT&T is also leveraging Corning's fiber and connectivity solutions for its network expansion [3]. - Corning has entered a multi-year collaboration with Broadcom to integrate its optical components into Broadcom's Bailly CPO system, addressing the needs of large-scale AI clusters [3]. Solar Market - Corning's U.S.-made solar products are gaining traction, with T1 Energy Inc. opting for Corning's solar components to enhance supply chain reliability [4]. Manufacturing and Supply Chain - Corning is expanding its U.S. manufacturing capacity, benefiting from a strategy that addresses geopolitical volatility and trade uncertainties, leading companies to source domestically [5]. Financial Performance - Corning shares have increased by 81.3% over the past year, slightly below the industry's growth of 84.2% [8]. - Earnings estimates for 2025 have risen by 5.11% to $2.47 per share, while 2026 estimates increased by 5.88% to $2.88 [12]. - The company's shares currently trade at a price/earnings ratio of 29.46, lower than the industry average of 33.18 [10].

Core Insights - Corning's stock has increased by 20.2% over the past month and reached a 52-week high of $81.02, with a year-to-date gain of 70.5% compared to the Zacks Computer and Technology sector's 22.6% and the Zacks Communication - Components industry's 63.1% [1] Financial Performance - Corning has consistently exceeded earnings expectations, beating the Zacks Consensus Estimate in the last four quarters, with an EPS of $0.6 reported against a consensus of $0.57 in the latest earnings report [2] - For the current fiscal year, Corning is projected to achieve earnings of $2.47 per share on revenues of $16.08 billion, reflecting a 26.02% increase in EPS and an 11.14% increase in revenues. For the next fiscal year, expected earnings are $2.88 per share on $17.21 billion in revenues, indicating a year-over-year change of 16.52% and 7.05%, respectively [3] Valuation Metrics - Corning's stock trades at a valuation of 32.8X current fiscal year EPS estimates, which is above the peer industry average of 24.2X. On a trailing cash flow basis, it trades at 22.7X compared to the peer group's average of 14X, with a PEG ratio of 1.81, suggesting it is not among the top value stocks [7] Zacks Rank and Style Scores - Corning holds a Zacks Rank of 2 (Buy) due to favorable earnings estimate revisions, meeting the criteria for stocks recommended for investment. The company has a Value Score of D, a Growth Score of C, and a Momentum Score of A, resulting in a combined VGM Score of B [6][8]