Corning's optical communications segment booked $1.85 billion in Q1 sales, up 36% year over year. The company also signed two more hyperscaler supply agreements similar in scale to its multiyear, up-to-$6 billion deal with Meta Platforms Inc. , according to CEO Wendell Weeks. Not every market is taking the buildout at face value. Polymarket's bubble burst contract gives a 24% chance the industry hits a downturn by Dec. 31, 2026, defined in part as Nvidia stock falling 50% from its all-time high. Volume sits ...