Corning Inc. (NYSE:GLW) reported a strong financial performance in Q4 2025, with an adjusted EPS of $0.72 and quarterly revenues of $4.41 billion.The company's core optical communications business experienced a significant year-over-year increase in net sales by 24.3%.Corning's operating margin improved to 20.2%, and its free cash flow nearly doubled in 2025, reaching $1.72 billion.Corning Inc. (NYSE:GLW) is a leading innovator in materials science, specializing in glass, ceramics, and optical physics. The ...

HONG KONG, Jan. 20, 2026 (GLOBE NEWSWIRE) -- CCSC Technology International Holdings Limited (the “Company” or “CCSC”) (Nasdaq: CCTG), a Hong Kong-based company that engages in the sale, design and manufacturing of interconnect products, including connectors, cables and wire harnesses, today announced that it will effect a reverse stock split of its ordinary shares on a 1-for-10 basis (the “Reverse Stock Split”). The Company’s Class A ordinary shares will begin trading on a post-split basis when the market o ...

Group 1 - Nvidia introduced its new Rubin chips at CES, designed for AI data center workloads [1] - The Rubin platform consists of six co-designed chips that enhance data sharing among GPUs, CPUs, and other components [2] - Nvidia's announcement led to a stock increase for the company, while Amphenol's shares fell due to perceived risks from the new chips [3][5] Group 2 - Amphenol manufactures products that support various industries, including connectors and cables for data centers [4] - Following Nvidia's announcement, Amphenol's stock dropped approximately 5% as investors anticipated reduced demand for its cables [5] - Analysts from Evercore ISI suggested that the new Rubin chips could increase demand for Amphenol's connectors by 20% to 40% compared to previous chip models [6]

Core Insights - Celestica, Inc. and Corning Incorporated are significant players in the global tech hardware ecosystem, with Corning focusing on advanced glass technologies and optical connectivity, while Celestica provides electronics manufacturing services and supply chain solutions [1][7] Market Overview - The global AI infrastructure market was valued at $35.42 billion in 2023 and is projected to reach $223.45 billion by 2030, growing at a compound annual growth rate of 30.4%, driven by the expansion of AI workloads [2] Celestica's Performance - Celestica's Connectivity & Cloud Solutions segment saw a 43% year-over-year revenue increase, driven by demand for advanced networking products like 400G and 800G switches, as well as enterprise-level data communications infrastructure [3][5] - The company is expanding its partnerships and launched the SC6110 storage controller, which is designed for AI infrastructure and high-performance computing [4] - Celestica's recent introduction of 1.6TbE data center switches indicates a focus on supporting high-bandwidth AI applications, which is expected to drive long-term growth [5] Corning's Performance - Corning is experiencing growth in its Optical Communications and Specialty Materials segments, benefiting from the increasing use of mobile and IoT devices and the demand for robust network architecture in AI data centers [7][8] - The company is innovating with advanced fiber and cable systems that enhance connectivity capacity in data centers without significant infrastructure changes [9] - Corning's consumer electronics segment is also a major growth driver, with collaborations with leading manufacturers and expansion into the automotive market [10] Competitive Landscape - Both companies face competition, with Corning competing against Amphenol Corporation in the communication components market, but its innovative product launches are expected to provide a competitive edge [12] - Celestica's revenue is significantly dependent on a few major customers, with 59% of its total revenues coming from three customers, posing a concentration risk [6][21] Financial Estimates - The Zacks Consensus Estimate for Celestica's 2025 sales and EPS indicates year-over-year growth of 26.31% and 52.06%, respectively, while Corning's sales are expected to grow by 12.99% with an EPS projected at $2.52 [13][15] - Over the past year, Celestica's stock has gained 205.3%, compared to Corning's 85.3% growth, but Corning appears more attractive from a valuation perspective with a lower price/earnings ratio [16] Investment Outlook - Celestica holds a Zacks Rank 3 (Hold), while Corning has a Zacks Rank 2 (Buy), indicating a more favorable investment outlook for Corning [17][22] - Both companies are expected to benefit from margin expansion in the AI infrastructure domain, but Corning's broader market exposure reduces its risk compared to Celestica's reliance on AI infrastructure investments [18][21][22]

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]

Core Viewpoint - CCSC Technology International Holdings Limited has received a notification from Nasdaq regarding non-compliance with the minimum bid price requirement for continued listing on the Nasdaq Capital Market [1][2]. Group 1: Compliance Notification - The company was notified on December 17, 2025, that it does not meet the minimum bid price requirement of US$1.00 per share, as its Class A ordinary shares' closing bid price fell below this threshold for 30 consecutive business days from November 4, 2025, to December 16, 2025 [1][2]. - The company has until June 15, 2026, to regain compliance by ensuring its Class A ordinary shares have a closing bid price of at least US$1.00 for a minimum of 10 consecutive business days [3]. Group 2: Business Operations - The receipt of the Notification Letter does not impact the company's business operations, and it intends to monitor the closing bid price of its shares [3][4]. - The company may consider options such as implementing a reverse share split to regain compliance with the minimum bid price requirement [4]. Group 3: Company Overview - CCSC Technology International Holdings Limited is based in Hong Kong and specializes in the sale, design, and manufacturing of interconnect products, including connectors, cables, and wire harnesses [5]. - The company serves a diversified global customer base across more than 25 countries in various industries, including industrial, automotive, robotics, medical equipment, and telecommunications [5].

Group 1 - Corning Incorporated (NYSE:GLW) is recognized for its significant role in the data center business, particularly in displacing copper wiring with optical fiber technology [1][2] - The company is noted as a top performer in Q3, with Jim Cramer highlighting it as a key stock for investment consideration [2] - Corning specializes in developing optical fiber, cables, and related hardware for telecommunications, as well as producing glass substrates for displays in various devices [2] Group 2 - Jim Cramer emphasizes starting small with investments in Corning, anticipating a potential rotation in the market due to upcoming news from OpenAI [1] - The CEO of Corning, Wendell Weeks, has been actively involved in the company's operations, particularly at their facility in Harrodsburg, Kentucky, which produces cover glass for iPhones and Apple Watches [2]

Core Viewpoint - The AI bull market is experiencing a resurgence, with new stocks leading the rally instead of traditional giants like NVIDIA and Microsoft [1][2]. Group 1: Alphabet Inc. - Alphabet Inc. (NASDAQ: GOOG) is positioned as a leader in the AI race, with a market cap of $3.8 trillion and significant advancements in AI technology, including the Gemini V3 upgrade and Waymo's driverless car service [3]. - Analysts from JP Morgan and Scotiabank have raised their price targets for Alphabet to $336 and $340, respectively, reflecting strong earnings performance in 2025 [3]. - Despite a recent four-day decline, GOOG shares show strong upside potential, trading above the 50-day and 200-day simple moving averages (SMAs) since July [6]. Group 2: TTM Technologies Inc. - TTM Technologies (NASDAQ: TTMI) is a key player in the AI sector, focusing on high-density printed circuit boards (PCBs) essential for AI systems, with a market cap nearing $7 billion and $2.7 billion in sales over the last year [7]. - The company reported a 22% year-over-year increase in quarterly revenue, driven by AI data center sales, and has a backlog in aerospace and defense approaching $1.5 billion [7]. - TTMI shares have surged nearly 170% year-to-date, with strong technical indicators suggesting continued upward momentum [9]. Group 3: Celestica Inc. - Celestica (NYSE: CLS) has seen significant growth due to demand for its products in AI data centers, achieving record quarterly EPS of $1.58 and revenue of $3.16 billion in Q3 2025 [10]. - The company's market cap has reached $35 billion, with annual sales projected to exceed $11 billion, and Citigroup has upgraded the stock to Buy with a price target of $375 [10]. - CLS shares are above both the 50-day and 200-day SMAs, indicating a strong uptrend, although recent momentum has shown signs of weakening [12]. Group 4: Amphenol Corp. - Amphenol (NYSE: APH) is a major supplier in the AI data center industry, providing essential components like connectors and cables, with a market cap of $173 billion [13]. - The company reported record revenue of $6.19 billion and EPS of $0.93 in Q3, surpassing analyst expectations by 12% and 17% respectively [13]. - APH shares have doubled year-to-date, with technical indicators suggesting continued strength despite recent volatility [16].

Core Viewpoint - Amphenol Corporation (NYSE:APH) is recognized as a strong investment opportunity due to its growth potential and market position, despite being considered expensive relative to its growth rate [1]. Company Overview - Amphenol Corporation manufactures electrical, electronic, and fiber optic connectors, cables, and sensors for various industries, including automotive, aerospace, communications, and industrial technology [1]. Market Sentiment - Jim Cramer highlighted Amphenol as a "great stock" during a recent discussion, emphasizing its strong performance and growth trajectory [1]. - Cramer referred to Amphenol as an "amazing company," noting its evolution from a coaxial cable company to a significant player in the data center market [1]. Valuation Insights - The stock is currently valued at a high multiple in the 30s, indicating that while it is not cheap, it is still a solid investment for long-term holders [1]. - Cramer advised against chasing the stock at its current valuation but suggested holding it if already owned [1].

Group 1: Major Deals in Bitcoin Mining - Cipher Mining signed a 15-year lease agreement worth $5.5 billion with Amazon Web Services for 300 megawatts at its Bear Lake facility, set to launch in July 2026, highlighting the growing demand for AI workloads [3][4] - IREN entered into a five-year, $9.7 billion cloud compute agreement with Microsoft for 200 megawatts at its Childress, Texas site, alongside a $5.8 billion procurement deal with Dell for hardware [5][6] Group 2: Market Reactions and Stock Performance - Despite the significant deals, Cipher's stock fell over 10% amid a broader tech-sector sell-off, with the deal value exceeding its $8 billion market cap, indicating investor enthusiasm for AI-related mining ventures [4] - IREN's shares also dropped approximately 10% on the same day, although analysts described the Microsoft agreement as a "watershed moment" for Bitcoin miners transitioning towards AI and high-performance computing (HPC) infrastructure [5][6] Group 3: Industry Trends and Future Prospects - The partnerships signify a shift in the Bitcoin mining industry towards providing power and infrastructure for AI tenants, while GPU management is left to specialized partners, validating the "powershell" model [6] - IREN's 20,000-unit Neo Cloud cluster may serve as a testing ground for independent AI compute capabilities, although uncertainties remain regarding its GPU strategy [6]