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Uniti Group Inc. Completes Inaugural Kinetic Fiber Securitization Notes Offering
Globenewswire· 2026-01-30 21:15
LITTLE ROCK, Ark., Jan. 30, 2026 (GLOBE NEWSWIRE) -- Uniti Group Inc. (the “Company,” “Uniti,” or “we”) (Nasdaq: UNIT) today announced that Kinetic ABS Issuer LLC, a limited-purpose, bankruptcy remote subsidiary of Uniti (the “Issuer”), has completed an inaugural offering of $960,100,000 aggregate principal amount of secured fiber network revenue term notes (the “Notes”). The Notes have an anticipated repayment date in February 2031. The Notes are secured by certain residential fiber network assets and rela ...
After Corning Breaks Out, This Fiber Optics Peer Lights Up. Both Shine On This Elite Screen.
Investors· 2026-01-30 14:58
Core Insights - Ciena and Corning, both leaders in the fiber optics industry, are highlighted as key enablers of artificial intelligence, being referred to as "pick-and-shovel" AI stocks [1] Group 1: Company Performance - Ciena's stock has seen a positive movement following strong earnings and guidance amid growth in data center orders [1] - Corning's stock broke out after securing a significant fiber-optic cable deal with Meta Platforms [1] Group 2: Market Context - The latest monthly list of new buys by top mutual funds has spotlighted both Ciena and Corning, indicating strong investor interest in these companies [1] - The overall market context shows fluctuations, with the Dow losing 400 points while the S&P 500 sets a record, highlighting the volatility in the market [1]
Corning forecasts first-quarter sales above estimates on strong optical fiber demand
Reuters· 2026-01-28 12:36
Group 1 - The company forecasts first-quarter sales above estimates, indicating strong performance expectations [1] - Demand for fiberoptic products remains resilient, contributing nearly 40% to the company's total revenue [1]
Jim Cramer on Corning: “I Think You Have to Just Hope It Comes Down So You Can Buy Some”
Yahoo Finance· 2026-01-27 02:33
Corning Incorporated (NYSE:GLW) is one of the stocks in focus as Jim Cramer shared his weekly game plan. Cramer noted how he spoke of the company during the latest monthly Investing Club meeting, as he said: CNBC Investing Club members, look out. You’re going to be flooded with emails Wednesday because Charitable Trust holdings, Danaher, Starbucks, GE Vernova, Microsoft, Meta, and Corning all report. Let me give you a preview… We had our investing club monthly meeting yesterday, and I spoke positively abo ...
Uniti Group Inc. To Report Fourth Quarter and Full Year 2025 Financial Results and Host Conference Call
Globenewswire· 2026-01-26 21:15
LITTLE ROCK, Ark., Jan. 26, 2026 (GLOBE NEWSWIRE) -- Uniti Group Inc. (“Uniti”) (Nasdaq: UNIT) announced today that it will report its fourth quarter and full year 2025 financial results prior to the opening of trading on the Nasdaq Stock Exchange on March 2, 2026. A conference call to discuss those earnings will be held the same day at 8:30 AM Eastern Time. The conference call will be webcast live on Uniti’s Investor Relations website at investor.uniti.com. Those parties interested in participating via tel ...
电子掘金-从供需关系看CPU-光纤行业涨价趋势
2026-01-26 02:49
电子掘金:从供需关系看 CPU、光纤行业涨价趋势 20260125 摘要 无人机对 G657A 单模光纤需求激增,预计 2025 年二三季度起占全球 光纤总需求近 10%,显著影响光纤市场结构与供需关系。 AI 发展驱动数据中心内部及互联场景光纤需求大幅提升,预计到 2027 年 AI 相关需求将占全球光纤总需求的 30%,成为光纤市场增长的关键 动力。 G657A 和 G652D 单模光纤价格自 2025 年 12 月中下旬起大幅上涨, G657A 从 30 多元涨至 55 元以上,G652D 从 20 元出头涨至 35 元以 上,涨幅超出预期,反映市场供需紧张。 光纤市场供需缺口预计持续,到 2027 年全球需求达 8 亿芯公里,供应 约 8.1 亿芯公里,缺口约 5%,产能向高价位 G657A 转移加剧 G652D 供不应求,价格或将进一步上涨。 短期内,光纤价格波动受无人机需求持续性和电信市场集采影响;长期 看,供不应求状态持续。中国联通和中国移动集采价格对供应商利润影 响显著,市场关注中国电信后续集采策略。 Q&A 光纤光缆价格上涨的主要原因是什么? 光纤光缆价格上涨的主要原因可以归结为几个方面。首 ...
AI Enabler Sparkles And Shines. Now Comes The Main Event.
Investors· 2026-01-22 12:24
Group 1 - Corning (GLW) has been highlighted as a top stock by mutual funds due to its strong relative strength line and collaboration with major tech companies like Nvidia (NVDA), Broadcom (AVGO), and Microsoft (MSFT) in building artificial intelligence infrastructure [4][7] - Corning's composite rating has risen to 98, indicating strong performance and market leadership [7][9] - The stock market is experiencing a surge in small-cap stocks, with Corning showing significant price performance improvements, achieving an RS rating of 83 [9]
Clearfield Sets Fiscal First Quarter 2026 Earnings Call for Wednesday, February 4, 2026
Globenewswire· 2026-01-21 23:00
MINNEAPOLIS, Jan. 21, 2026 (GLOBE NEWSWIRE) -- Clearfield, Inc. (NASDAQ: CLFD), the leader in community broadband fiber connectivity, today announced that it will release results for the first quarter of fiscal 2026, ended December 31, 2025, on Wednesday, February 4, 2026, after the close of the market. The company will host a conference call at 5:00 p.m. Eastern time (4:00 p.m. Central time) to discuss its financial results with the investment community. Financial results will be available on the Investor ...
Uniti Wholesale Adds 1,100 Miles to Its South-Central U.S. Fiber Network to Meet AI Demand
Globenewswire· 2026-01-13 14:00
Core Insights - Uniti Wholesale has announced a significant expansion of its dark fiber network in the South-Central United States, supported by a 20-year customer contract valued at over $500 million [1][2] - The expansion will add 1,100 route miles of ultra high-capacity fiber and enhance over 20 colocation sites, facilitating connections between Tier-1 markets and emerging AI hubs [1][4] Infrastructure Expansion - The initiative aims to address the increasing demand for low-latency, scalable infrastructure as AI applications transition to real-world deployment [2][4] - The first phase includes a 337-mile fiber build from Tulsa to Little Rock and a 145-mile route connecting Little Rock to Memphis, with further phases planned throughout 2026 and 2027 [3][4] Strategic Focus - The expansion is designed to provide massive scalable capacity and resilient performance for hyperscalers and AI innovators, positioning Uniti as a key infrastructure partner [2][4] - The company emphasizes its commitment to delivering innovative and reliable solutions to meet the evolving needs of its customers in the fiber industry [4][5] Capacity and Connectivity - The addition of 1,100 route miles will support multi-terabit growth and future-proof network expansion [7] - New routes will connect Dallas to rapidly growing AI data center markets, enhancing connectivity across multiple locations including Memphis, Little Rock, and Amarillo [7]
Jim Cramer on Corning: “I Still Think It May Be One of the Best Performers for 2026”
Yahoo Finance· 2026-01-12 17:47
Group 1 - Corning Incorporated (NYSE:GLW) has shown a bullish sentiment, with a notable increase of 84% in stock value this year, positioning it as a potential strong performer for 2026 [1] - The company specializes in developing optical fiber, cables, and related hardware for telecommunications, as well as producing glass substrates for displays in TVs, computers, and mobile devices [1] - Corning is recognized for its role in the data center business, particularly in displacing copper wiring, which is essential for data centers [1] Group 2 - The investment community acknowledges the potential of GLW, but some believe that certain AI stocks may offer greater upside potential with less downside risk [1]