Group 1 - Corning Incorporated (NYSE:GLW) is a glassworks company involved in data centers and consumer electronics, with shares increasing by 84% over the past year [2] - The company expanded its partnership with Apple in 2025, which contributed to its strong performance [2] - Morgan Stanley raised Corning's share price target to $98 from $82 while maintaining a Hold rating, highlighting potential benefits from the AI trade expanding beyond semiconductor stocks [2] - JPMorgan maintained a Buy rating ahead of Corning's fourth quarter results, indicating positive sentiment towards the company's future performance [2] Group 2 - Jim Cramer discussed Corning in the context of hardware outperforming software, suggesting it as a potential winner alongside other companies like Broadcom [3] - There is a belief that while Corning has investment potential, some AI stocks may offer higher returns with limited downside risk [3]