Corning Inc stock: AI boom drives 50% YTD rally – buy now?

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Corning Inc. has seen a significant 50.2% year-to-date rally in 2026, driven by strong demand from AI data centers and major deals with Meta and Apple. The materials company, known for Gorilla Glass and optical fiber, is considered a “pick-and-shovel” play in the AI, 5G, and EV megatrends, offering diversified tech exposure. While recent trading has shown some volatility, analysts remain largely bullish on Corning’s earnings potential and long-term growth driven by AI infrastructure buildout.

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