Glass-waveguide based detachable fiber connector solutions enabling co-packaged optics will be demonstrated at ECOC 2025 and GF’s Technology SummitMALTA, N.Y., Sept. 29, 2025 (GLOBE NEWSWIRE) -- GlobalFoundries (NASDAQ: GFS) (GF) today announced a collaborative effort with Corning Incorporated (NYSE: GLW) to develop detachable fiber connector solutions for GF’s silicon photonics platform. Corning’s GlassBridge™ solution, a glass-waveguide based edge-coupler compatible with the platform’s v-grooves, is desig ...

Momentum investing is all about the idea of following a stock's recent trend, which can be in either direction. In the "long context," investors will essentially be "buying high, but hoping to sell even higher." And for investors following this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving in that direction. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.Even ...

Here are three stocks with buy rank and strong momentum characteristics for investors to consider today, September 25th:Pagaya Technologies Ltd. (PGY) : This technology company which builds artificial intelligence infrastructure for the financial ecosystem, has a Zacks Rank #1 (Strong Buy), and witnessed the Zacks Consensus Estimate for its current year earnings increasing 5.6% over the last 60 days.Pagaya Technologies' shares gained 80% over the last three month compared with the S&P 500’s gain of 8.1%. Th ...

来源：市场资讯 （来源：维科网显示） 2025年9月24日，美国国际贸易委员会（ITC）发布公告称，对特定用于液晶显示器的玻璃基板及其下 游产品和制造此类基板的方法（Certain Glass Substrates for Liquid Crystal Displays, Products Containing the Same, and Methods for Manufacturing the Same，调查编码：337-TA-1433）作出337终裁：对本案行政 法官于2025年8月26日作出的初裁（No.51）不予复审，即基于申请方撤回，终止本案对美国注册专利号 7,851,394第1、2、4、12项权利要求和对美国注册专利号9,512,025第20项权利要求的调查。 2025年7月14日，委员会根据委员会规则210.21(a)(1)和19CFR210.21(b)通过撤回与"025"专利第18和19项 主张相关的申诉，部分终止了调查。第38号命令(2025年7月1日)，未经委员会审查通知(2025年7月14 日)。 2025年8月14日，委员会根据委员会规则210.21(b)和19CFR210.21( ...

Key Takeaways Corning is gaining traction across electronics, telecom, semiconductors and solar markets.Corning is expanding its Kentucky plant to supply Apple with advanced cover glass for devices.GLW shares climbed 81.3% in a year, with 2025 EPS estimates up 5.11% to $2.47 per share.Corning Incorporated (GLW) is benefiting from strong customer growth across multiple end markets. The company’s client base includes prominent industry leaders such as Apple, Samsung, Broadcom, Lumen, AT&T Inc. (T) and several ...

Shares of Corning (GLW) have been strong performers lately, with the stock up 20.2% over the past month. The stock hit a new 52-week high of $81.02 in the previous session. Corning has gained 70.5% since the start of the year compared to the 22.6% gain for the Zacks Computer and Technology sector and the 63.1% return for the Zacks Communication - Components industry.What's Driving the Outperformance?The stock has an impressive record of positive earnings surprises, having beaten the Zacks Consensus Estimat ...

康宁公司产品创新 - 公司专注于扩展耐用盖板材料组合以获取竞争优势，其大猩猩玻璃陶瓷在实验室测试中可从1米高度在模拟沥青粗糙表面承受10次重复跌落，而竞品铝硅酸盐玻璃在类似测试中失效 [1] - 公司开发的盖板材料已应用于超过80亿台设备，新推出的大猩猩玻璃陶瓷2通过玻璃基质中嵌入晶体提升了耐用性和抗裂能力，同时保持高光学透明度 [2] - 大猩猩玻璃陶瓷2经过离子交换工艺强化，提升了显示盖板的保留强度，增强了抗损伤性能，适用于智能手机、相机、智能手表等电子设备的前后保护盖板 [2] 康宁公司玻璃基板技术 - 公司在玻璃基板行业是领先创新者，其第10代基板使用专利EAGLE XG环保配方，可提供卓越画质 [3] - 更高代数的基板尺寸更大，使面板制造商能够从每块基板生产更多面板，从而降低制造成本，公司是首个具备第10代能力的玻璃基板开发商 [3] - 公司的熔融技术可降低玻璃厚度，使面板制造商无需进行减薄处理，有助于制造更轻薄、更节能的消费电子设备 [3] 显示行业技术趋势 - Universal Display Corporation是OLED技术的主导供应商，该技术因能效高、对比度更高、视角更广、视频响应时间更短及外形更小，有望最终取代LED和LCD技术 [4] - OLED技术拥有全球6000项专利组合，在大规模生产时预计具有成本效益，适用于不断增长的固态照明市场的商业应用 [4] - 应用材料公司正从LCD向OLED技术转型中获益，大尺寸电视的快速增长为投资新的Gen 10.5产能带来机遇，公司目前追踪七个Gen 10.5项目 [5] - 对移动设备更大、更高分辨率、低功耗屏幕的需求将主要驱动显示领域，移动OLED和大型电视的需求增长为公司带来重要增长机会 [5] 康宁公司股价表现与估值 - 公司股价在过去一年上涨72.5%，同期行业增长83.2% [6] - 按市盈率计算，公司股票目前远期市盈率为28.16倍，低于行业的33.06倍 [8] 康宁公司盈利预测 - 2025年每股收益预测在过去60天内上调4.7%至2.46美元，2026年每股收益预测上调5.1%至2.86美元 [9] - 第一季度每股收益共识预测从60天前的0.62美元上调至0.65美元，上调幅度为4.84%，第二季度预测也从0.62美元上调至0.65美元，上调幅度为4.84% [10]

投资与设施 - 康宁公司与SGD Pharma在印度特伦甘纳邦马赫布卜讷格尔县的Vemula共同投资500亿卢比设立新的玻璃管生产设施 [1] - 新工厂于2025年9月22日正式投产 [5] 技术与产品 - 新设施结合了康宁公司的Velocity Vial先进技术和SGD Pharma的西林瓶转换专长 [2] - 工厂将生产用于注射药物包装、直接注射输送系统、诊断和生物制剂的高质量I类硼硅玻璃管 [2] 战略意义与影响 - 该设施通过扩大产能、靠近客户和本地化供应链来满足关键的区域需求 [3] - 该合资项目是SGD Pharma全球增长战略的一个重要里程碑 旨在将世界级技术引入增长最快的医药市场之一并确保供应链关键环节的安全 [4] - 该工厂将为当地创造150个直接就业岗位和数百个间接就业岗位 促进区域经济并支持印度自力更生和可持续增长的愿景 [4]

市场背景与驱动因素 - 股市创历史新高 主要受美联储降息预期推动[1] - 8月新增就业仅22,000个 显示劳动力市场疲软[1] - 消费者价格指数环比上涨0.4% 高于预期的0.3%[1] 投资策略框架 - 采用高ROE指标筛选现金流充裕的股票 ROE=净利润/股东权益[2][3] - ROE用于比较行业内公司盈利能力 数值越高代表资本再投资回报率越高[4] - 筛选参数包括：现金流超10亿美元 ROE高于行业水平 市现率低于行业 ROA高于行业 5年EPS增长高于行业 Zacks评级≤2[5][6][7] 重点公司分析 - Arista Networks(ANET) 提供云计算网络解决方案 在100千兆以太网交换市场领先 长期收益增长预期18.7% 四季平均盈利惊喜12.8% Zacks评级1级[8][9] - TE Connectivity(TEL) 设计连接器和传感器解决方案 业务覆盖130个国家 长期收益增长预期9.8% 四季平均盈利惊喜4.9% Zacks评级2级[10][11] - Corning(GLW) 专注玻璃技术创新 生产先进玻璃基板 长期收益增长预期18.2% 四季平均盈利惊喜4.7% Zacks评级2级[12] - Banco Bilbao(BBVA) 提供零售银行和资产管理服务 业务遍及西班牙墨西哥土耳其等地区 长期收益增长预期10% 四季平均盈利惊喜7.4% Zacks评级2级[13] - AppLovin(APP) 提供广告营销软件平台 采用AI技术解决方案 长期收益增长预期20% 四季平均盈利惊喜22.4% Zacks评级1级[14] 筛选方法论 - 通过Research Wizard平台可获取完整17支股票清单 提供两周免费试用期[15] - 该平台支持自定义策略测试 采用直观的纯语言操作界面[16]

Well, Tim, we're in downtown Harrisburg. You talked about the ripple effect. Is this it. >> This is it.It really makes my heart sing to see a town that is doing so well, that's thriving off of Corning and our relationship of with Corning is at the root of that and so it feels fantastic. >> Now, there are other towns of course that didn't get blessed by uh two companies that care as much as uh as you and Corning do. The atmosphere is very different, isn't it.>> Well, we can't, you know, we can't be everywher ...