By Unknown
Publication Date: 2026-10-31 11:33:00
Key Points
Nvidia stock is up 16% so far in 2026, but investors who bought Corning stock at the start of the year would be sitting on a return of 44% instead.
Corning has manufactured glass for the electronics industry for 175 years, and it’s now at the center of the artficial intelligence boom thanks to its fiber-optic cables for data centers.
Corning stock isn’t cheap, but the company’s accelerating revenue growth and bullish forward guidance could make it a great long-term buy.
Nvidia(NASDAQ: NVDA) supplies the world’s best graphics processing units (GPUs) for data centers, which are the main chips used in artificial intelligence (AI) workloads. Since early 2023, the company has experienced more demand than it can possibly supply, which is why its market capitalization has ballooned from $360 billion to over $5.2 trillion as of this writing (Oct. 28).
But Nvidia is so large now that its best gains might be in the rearview mirror. In fact, its stock has returned just 16% so far in 2026. Many suppliers of other data center hardware components have performed much better this year, as the benefits of the AI infrastructure spending boom spread beyond the major chip makers.
Missed AI’s “Act 1”? Act 2 Could Be 15x Bigger. Most investors think they missed the AI boat because they didn’t buy Nvidia in 2005. But according to our analysts, we’re only at the end of “Act 1″—the R&D phase. “Act 2” is the global rollout. Continue »
Shares of Corning Inc(NYSE: GLW), for instance, have…
