Corning(US:GLW) Insider Monkeyยท2025-09-13 03:21Core Viewpoint - The discussion highlights the challenges and opportunities in the AI industry, particularly regarding capital raising for companies like OpenAI, and emphasizes the potential of Corning Incorporated due to its partnerships and innovations in technology [1][6][9]. Group 1: AI Industry and Capital Raising - OpenAI may face difficulties in raising capital for partnerships with major firms like Broadcom and Oracle, reflecting broader concerns in the AI sector about funding and investment [1]. - Jim Cramer expresses confidence that the current market situation is not akin to the dot-com bubble of 2000, suggesting that the AI industry's fundamentals are stronger [1]. Group 2: Corning Incorporated - Corning Incorporated is highlighted as a key player in the technology sector, particularly due to its innovative glass products and partnerships, including a significant collaboration with NVIDIA [6][8]. - The company has 70 hedge fund holders as of Q2 2025, indicating strong institutional interest [6]. - Cramer praises Corning's role in the data center market, suggesting that its products are crucial for modern technology infrastructure, and believes the stock has significant growth potential [8][10]. Group 3: Partnership with Apple Inc. - Corning's partnership with Apple Inc. is emphasized, with a notable $2.5 billion investment from Apple, which ensures that all iPhones will feature glass produced at Corning's Harrodsburg factory [9][10]. - Cramer discusses the importance of Corning's glass technology for the iPhone, linking it to broader themes of innovation and American manufacturing [9][10].