Nvidia Soared by 39% in 2025, but Here’s Another Super Semiconductor Stock to Buy in 2026

Key Points

• Artificial intelligence (AI) is creating value up and down the data center technology stack, so chip suppliers like Nvidia aren’t the only winners in this hardware boom.

• Corning supplies fiber optic cables that transmit data between chips and devices much faster than traditional copper cables.

• Corning’s CEO believes the fiber optic market for data centers could triple from here, thanks to soaring demand from the AI industry.

• 10 stocks we like better than Corning ›

Developing artificial intelligence (AI) requires a significant amount of computing power, which is why most of it happens inside enormous, centralized data centers. Nvidia‘s (NASDAQ: NVDA) AI chips power that infrastructure, and the company continues to experience more demand than it can supply. Its stock soared by 39% during 2025, but another semiconductor stock did even better.

Corning (NYSE: GLW) has supplied the glass for Apple‘s iPhone since 2007, but its stock rocketed higher by 84% last year because of surging demand for something else: its fiber optic cables for data centers, which move information between chips and devices much faster than traditional copper cables.

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Corning predicts the addressable market for fiber optic cables will expand significantly because of AI, so here’s why it’s…