{"version": "https://jsonfeed.org/version/1.1", "title": "Sharemaestro Newsreel: Austria Electronic Components news", "home_page_url": "https://sharemaestro.com/newsreel/at/technology/electronic-components/", "feed_url": "https://sharemaestro.com/newsreel/at/technology/electronic-components/feed.json", "description": "Latest Electronic Components company headlines from Austria, newest first, with source links and direct routes to company research and sentiment.", "language": "en", "items": [{"id": "source:3bd40e9918d086117c7f525889632feca7159ef9998a5a74408d90a20f01b742", "url": "https://finance.yahoo.com/markets/stocks/articles/corning-lumentum-applied-optoelectronics-shares-161730869.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/corning-lumentum-applied-optoelectronics-shares-161730869.html", "title": "Corning, Lumentum And Applied Optoelectronics Shares Popping To End The Week", "content_text": "Quick Read Applied Optoelectronics surged 15% and Lumentum jumped 6%, with the intraday rally building on recent earnings strength and no confirmed same-day catalyst. Broadcom dropped 5% as component suppliers rallied, with Wolfe Research flagging its $30B in residual value guarantees as a longer-term AI oversupply risk. Applied Optoelectronics is up 465% and Lumentum 632% over one year, making position sizing the primary risk for investors entering these names now. Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks \u2014 and Corning didn't make the cut. Grab the names ", "date_published": "2026-08-14T16:17:30+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Analyst action", "GLW"], "_sharemaestro": {"country": "Austria", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "GLW", "name": "Corning Incorporated", "sentiment_url": "https://sharemaestro.com/sentiment/31d8f458-c711-4291-ab04-02ee682cba87/"}]}}, {"id": "source:bbfd7b3a18c5889be908be6902989ab0dcc4a66726d66e4663a7d6f93d4b8170", "url": "https://finance.yahoo.com/technology/ai/articles/amphenols-ai-interconnect-opportunity-broadens-140100513.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/amphenols-ai-interconnect-opportunity-broadens-140100513.html", "title": "Amphenol's AI Interconnect Opportunity Broadens: What's Next?", "content_text": "Amphenol APH is broadening its AI interconnect opportunity as rising data-center requirements drive demand for high-speed copper, fiber-optic and power interconnect solutions. The company's IT datacom business, which represented 43% of sales in the second quarter of 2026, grew 89% year over year and 63% organically. AI-related products drove virtually all of the 22% sequential growth, underscoring the increasing role of AI applications in Amphenol's interconnect business. APH's positioning across multiple connectivity technologies gives it exposure to the increasing interconnect content requir", "date_published": "2026-08-14T14:01:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "APH"], "_sharemaestro": {"country": "Austria", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "APH", "name": "Amphenol Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/c924a1e6-e50b-4b85-a869-49749fef6ef0/"}]}}, {"id": "source:3b35a4810fc8178b789fe8f83c16775401aa64d0684cf40931d84483909e6773", "url": "https://finance.yahoo.com/technology/ai/articles/evaluating-amphenol-aph-ai-infrastructure-132631920.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/evaluating-amphenol-aph-ai-infrastructure-132631920.html", "title": "Evaluating Amphenol\u2019s (APH) AI Infrastructure Play", "content_text": "Aoris Investment Management, a specialist international equity manager, released its Q2 2026 investor letter for \"Aoris International Fund\". A copy of the letter can be downloaded here. The fund invests in high-quality, wealth-generating businesses managed by prudent and capable teams, targeting an annual return of 8\u201312% after fees over a 5\u20137-year market cycle. During the June quarter, international equity markets, as represented by the MSCI AC World Accumulation Index ex Australia, returned 13.8% in AUD terms. In local currencies, the return 15.1%. The Portfolio's Class A (Unhedged) returned ", "date_published": "2026-08-14T13:26:31+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "APH"], "_sharemaestro": {"country": "Austria", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "APH", "name": "Amphenol Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/c924a1e6-e50b-4b85-a869-49749fef6ef0/"}]}}, {"id": "source:34a20dcd4bc71d40285521c14edd597f39a6762a1ccf9f78241a1fc3a6343579", "url": "https://finance.yahoo.com/markets/stocks/articles/amphenol-corporation-aph-rebounds-investors-130423121.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/amphenol-corporation-aph-rebounds-investors-130423121.html", "title": "Amphenol Corporation (APH) Rebounds as Investors Look Past Copper Displacement Fears", "content_text": "Baron Capital, an investment management company, released its Q2 2026 investor letter for the \"Baron Asset Fund\". A copy of the letter can be downloaded here. U.S. equities reached new highs in Q2, mainly driven by a narrow group of stocks benefiting from AI advancements, particularly in the Information Technology sector, with semiconductor stocks showing remarkable performance. The Baron Asset Fund rose 18.98% in the quarter, outperforming the Russell Midcap Growth Index's 14.55% return, driven by positive stock selection, despite challenges from underexposure to strong Beta and Momentum fact", "date_published": "2026-08-14T13:04:23+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "APH"], "_sharemaestro": {"country": "Austria", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "APH", "name": "Amphenol Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/c924a1e6-e50b-4b85-a869-49749fef6ef0/"}]}}, {"id": "source:0c46eec684e82938e06fa7c0e7b10f822838d0297b89cea8a4f7a86649064634", "url": "https://finance.yahoo.com/markets/stocks/articles/3-reasons-investors-love-amphenol-175700379.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/3-reasons-investors-love-amphenol-175700379.html", "title": "3 Reasons Investors Love Amphenol (APH)", "content_text": "3 Reasons Investors Love Amphenol (APH) Amphenol trades at $168 per share and has stayed right on track with the overall market, gaining 16.6% over the last six months. At the same time, the S&P 500 has returned 11.7%. Is now a good time to buy APH? Find out in our full research report, it's free. Why Are We Positive on APH? With over 90 years of connecting the world's technologies, Amphenol (NYSE:APH) designs and manufactures connectors, cables, sensors, and interconnect systems that enable electrical and electronic connections across virtually every industry. 1. Skyrocketing Revenue Shows St", "date_published": "2026-08-13T17:57:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "APH"], "_sharemaestro": {"country": "Austria", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "APH", "name": "Amphenol Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/c924a1e6-e50b-4b85-a869-49749fef6ef0/"}]}}, {"id": "source:d97b3b034de0c615af83ccd7a8740eb2bf585a301ffab996e66cafd189fee90f", "url": "https://finance.yahoo.com/markets/stocks/articles/amphenol-pilgrim-pride-highlighted-zacks-123900652.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/amphenol-pilgrim-pride-highlighted-zacks-123900652.html", "title": "Amphenol and Pilgrim Pride have been highlighted as Zacks Bull and Bear of the Day", "content_text": "For Immediate Release Chicago, IL \u2013 August 13, 2026 \u2013 Zacks Equity Research shares Amphenol APH as the Bull of the Day and Pilgrim's Pride PPC as the Bear of the Day. In addition, Zacks Equity Research provides analysis on Uber Technologies UBER, WeRide WRD and Amazon AMZN. Here is a synopsis of all five stocks: Bull of the Day: Amphenol Corporation, a Zacks Rank #1 (Strong Buy), has quietly become one of the most essential companies in the artificial intelligence buildout \u2014 and one of the best-executing large caps in the entire market. While investors have fixated on the chipmakers, Amphenol ", "date_published": "2026-08-13T12:39:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "APH"], "_sharemaestro": {"country": "Austria", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "APH", "name": "Amphenol Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/c924a1e6-e50b-4b85-a869-49749fef6ef0/"}]}}, {"id": "source:00e43714fec82d39cbe796c1b67edbc4c3d00247cda5bfe50c24577fafa425ab", "url": "https://finance.yahoo.com/markets/stocks/articles/heres-much-1000-investment-amphenol-123002587.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/heres-much-1000-investment-amphenol-123002587.html", "title": "Here's How Much a $1000 Investment in Amphenol Made 10 Years Ago Would Be Worth Today", "content_text": "How much a stock's price changes over time is important for most investors, since price performance can both impact your investment portfolio and help you compare investment results across sectors and industries. Another thing that can drive investing is the fear of missing out, or FOMO. This particularly applies to tech giants and popular consumer-facing stocks. What if you'd invested in Amphenol (APH) ten years ago? It may not have been easy to hold on to APH for all that time, but if you did, how much would your investment be worth today? Amphenol's Business In-Depth With that in mind, let'", "date_published": "2026-08-13T12:30:02+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "APH"], "_sharemaestro": {"country": "Austria", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "APH", "name": "Amphenol Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/c924a1e6-e50b-4b85-a869-49749fef6ef0/"}]}}, {"id": "source:4a82f38b4dee64e4421cd9aab3aadcaf1d4821aa61fc0fda6d2330388239c999", "url": "https://finance.yahoo.com/markets/stocks/articles/bull-day-amphenol-aph-100000736.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/bull-day-amphenol-aph-100000736.html", "title": "Bull of the Day: Amphenol (APH)", "content_text": "Amphenol Corporation, a Zacks Rank #1 (Strong Buy), has quietly become one of the most essential companies in the artificial intelligence buildout \u2014 and one of the best-executing large caps in the entire market. While investors have fixated on the chipmakers, Amphenol supplies the connectors, cables, sensors and interconnect systems that make those chips usable inside a data center. Every AI server rack requires high-speed copper, fiber and power interconnects, and Amphenol makes essentially all of it. The stock's top rating reflects a powerful wave of upward earnings estimate revisions, histo", "date_published": "2026-08-13T10:00:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Deals and strategy", "APH"], "_sharemaestro": {"country": "Austria", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "APH", "name": "Amphenol Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/c924a1e6-e50b-4b85-a869-49749fef6ef0/"}]}}, {"id": "source:ba512053fbf5e26ad0d204f17a826136cd40099c325c5985f2e7f31b7337669b", "url": "https://www.nasdaq.com/articles/next-big-ai-market-bottleneck-here-8-stocks-play-boom-optics", "external_url": "https://www.nasdaq.com/articles/next-big-ai-market-bottleneck-here-8-stocks-play-boom-optics", "title": "The Next Big AI Market Bottleneck Is Here: 8 Stocks to Play the Boom in Optics", "content_text": "Key Points Marvell and Broadcom are leaders in optical DSPs, while Lumentum has a virtual monopoly for InP lasers. Coherent and Applied Optoelectronics provide the critical transceiver infrastructure that connects switches and servers. Amphenol, Corning, and Ciena provide technology used to transport data within and outside of data centers. 10 stocks we like better than Marvell Technology \u203a The pace of artificial intelligence (AI) innovation continues to accelerate, and as it does, the need for faster connectivity is intensifying. This is leading to a shift in the data center away from traditi", "date_published": "2026-08-13T08:40:00+00:00", "authors": [{"name": "nasdaq.com"}], "tags": ["Market update", "APH", "GLW"], "_sharemaestro": {"country": "Austria", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "APH", "name": "Amphenol Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/c924a1e6-e50b-4b85-a869-49749fef6ef0/"}, {"symbol": "GLW", "name": "Corning Incorporated", "sentiment_url": "https://sharemaestro.com/sentiment/31d8f458-c711-4291-ab04-02ee682cba87/"}]}}, {"id": "source:547f3163b5300c7c5ad2c71d0da5902a423aae99912c85fd3dc9251752d58d54", "url": "https://finance.yahoo.com/markets/stocks/articles/amphenol-aph-stock-fair-value-200910953.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/amphenol-aph-stock-fair-value-200910953.html", "title": "Amphenol (APH) Stock Fair Value Edges Higher After Analyst Target Increases", "content_text": "Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. The consensus analyst price target fair value for Amphenol has shifted from US$189.39 to US$198.06, putting a slightly higher number on what the stock might be worth. This change sits alongside generally constructive analyst commentary around Q2 results and AI related demand, even as some firms flag pockets of caution on valuation and execution risk. In the sections ahead, you will see how these revised targets fit into the ", "date_published": "2026-08-12T20:09:10+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "APH"], "_sharemaestro": {"country": "Austria", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "APH", "name": "Amphenol Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/c924a1e6-e50b-4b85-a869-49749fef6ef0/"}]}}, {"id": "source:651813e692d2c89bbcd4e420ba1ec25a8685242b7d9ea9199ca3dec002ad17a6", "url": "https://finance.yahoo.com/m/ddf7e389-b308-33f6-a023-cd25665510d4/spacex%2C-nebius%2C-palantir%2C.html", "external_url": "https://finance.yahoo.com/m/ddf7e389-b308-33f6-a023-cd25665510d4/spacex%2C-nebius%2C-palantir%2C.html", "title": "SpaceX, Nebius, Palantir, Super Micro, Quantinuum, Wendy\u2019s, and More Stocks That Explain Today\u2019s Market", "content_text": "Nebius soars as the so-called neocloud reports better-than-expected second-quarter results, while fellow neocloud company CoreWeave posts a narrower quarterly loss, sending the stock up sharply. Continue Reading", "date_published": "2026-08-12T17:49:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "GLW"], "_sharemaestro": {"country": "Austria", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "GLW", "name": "Corning Incorporated", "sentiment_url": "https://sharemaestro.com/sentiment/31d8f458-c711-4291-ab04-02ee682cba87/"}]}}, {"id": "source:19748a152ec53d91021a3678d94fc51ceed142fa1b7b402ef9e5111372084d7c", "url": "https://finance.yahoo.com/markets/stocks/articles/lumentum-rockets-15-blowout-earnings-172227881.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/lumentum-rockets-15-blowout-earnings-172227881.html", "title": "Lumentum Rockets 15% on Blowout Earnings, Coherent Climbs 9%, Corning Gains 5% on Optics Earnings and CoreWeave, Super Micro Read-Through", "content_text": "Quick Read LITE surged 15% after revenue more than doubled to $1.01B in fiscal Q4 2026, with CEO Michael Hurlston noting pump-laser shipments are up 80% year over year and effectively sold out. SMCI jumped 16% and CRWV soared 20% on AI infrastructure prints that reinforced hyperscaler capex momentum alongside Lumentum's optical demand surge. JPMorgan raised its LITE target to $1,280 while Bank of America cut to $1,000, splitting on valuation as the stock nears its sell-side ceiling. Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks \u2014 and Corning didn't make the cut", "date_published": "2026-08-12T17:22:27+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Analyst action", "GLW"], "_sharemaestro": {"country": "Austria", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "GLW", "name": "Corning Incorporated", "sentiment_url": "https://sharemaestro.com/sentiment/31d8f458-c711-4291-ab04-02ee682cba87/"}]}}, {"id": "source:8a45af09ac44bcd8b7ccb7827af4455c9956f6a0cf0e8104850da7e55f01def5", "url": "https://finance.yahoo.com/markets/stocks/articles/why-corning-glw-stock-trading-171722343.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/why-corning-glw-stock-trading-171722343.html", "title": "Why Corning (GLW) Stock Is Trading Lower Today", "content_text": "Why Corning (GLW) Stock Is Trading Lower Today What Happened? Shares of glass and electronic component manufacturer Corning (NYSE:GLW) fell 2.7% in the afternoon session after reports that key customer Apple scrapped its planned all-glass 20th-anniversary iPhone model, raising concerns about future demand for the company's specialty glass. The news originated from a Jefferies report which downgraded Apple after supply-chain checks revealed the cancellation, citing poor production yields as the reason. The high-profile phone had been scheduled for a September 2027 launch. The potential loss of ", "date_published": "2026-08-12T17:17:22+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Macro sensitivity", "GLW"], "_sharemaestro": {"country": "Austria", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "GLW", "name": "Corning Incorporated", "sentiment_url": "https://sharemaestro.com/sentiment/31d8f458-c711-4291-ab04-02ee682cba87/"}]}}, {"id": "source:101515a939affa63ccd1eaed0dac213af334a2862e920e1d5287b5566d501c8e", "url": "https://finance.yahoo.com/markets/stocks/articles/amphenol-trades-close-52-week-165700883.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/amphenol-trades-close-52-week-165700883.html", "title": "Amphenol Trades Close to 52-Week High: Should You Still Buy the Stock?", "content_text": "Amphenol APH shares closed at $167.23 on Aug. 11, very close to the 52-week high of $178.52 hit on June 30. APH's shares have risen 23.8% year to date (YTD), outperforming the Zacks Computer and Technology sector's appreciation of 16.9%. The outperformance can be attributed to accelerating demand for APH's high-speed and power interconnects that are used in AI servers and networking. Amphenol remains one of the biggest beneficiaries of AI data center investments. This, along with strong organic growth, acquisition synergies and improving profitability, is driving prospects of the stock. So, is", "date_published": "2026-08-12T16:57:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Deals and strategy", "APH"], "_sharemaestro": {"country": "Austria", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "APH", "name": "Amphenol Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/c924a1e6-e50b-4b85-a869-49749fef6ef0/"}]}}, {"id": "source:0090293616196f2c22b60dd81a485de5c8596c64ee50e8b44b38a79108c37563", "url": "https://finance.yahoo.com/markets/stocks/articles/market-momentum-darlings-resurface-optical-104501913.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/market-momentum-darlings-resurface-optical-104501913.html", "title": "Market\u2019s Momentum Darlings Resurface as Optical Stocks Take Off", "content_text": "(Bloomberg) -- One of the stock market's favorite momentum plays from earlier this year is re-emerging as rising confidence in artificial intelligence spending sends the shares of optical component makers soaring again. Most Read from Bloomberg Phoebe Gates Knew Phia Shopping App Took Credit for Sales It Didn't Drive Five Takeaways From Zuckerberg's 6,500-Word Manifesto on AI Tata Sons Chairman to Step Down, Deepening Leadership Turmoil Trump Weighs Call for Capital Gains Tax Cuts as Midterm Boost Pakistan Says Deal Is Close Even as Iran, US Harden Stances Stocks like Applied Optoelectronics I", "date_published": "2026-08-12T10:45:01+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "GLW"], "_sharemaestro": {"country": "Austria", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "GLW", "name": "Corning Incorporated", "sentiment_url": "https://sharemaestro.com/sentiment/31d8f458-c711-4291-ab04-02ee682cba87/"}]}}, {"id": "source:faaf77f38b3a1228a3c31f948a9cbf90541575be878665293c77501710286260", "url": "https://finance.yahoo.com/m/72dc965a-332a-3b7d-965e-088d041aec90/ibd-stock-of-the-day%3A-the-ai.html", "external_url": "https://finance.yahoo.com/m/72dc965a-332a-3b7d-965e-088d041aec90/ibd-stock-of-the-day%3A-the-ai.html", "title": "IBD Stock Of The Day: The AI Ties Driving Amphenol's Post-Earnings Recovery", "content_text": "Amphenol is Tuesday's IBD Stock Of The Day. Shares of the AI data-center tied play are forming a cup base after a second-quarter dive. Continue Reading", "date_published": "2026-08-11T18:14:19+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "APH"], "_sharemaestro": {"country": "Austria", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "APH", "name": "Amphenol Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/c924a1e6-e50b-4b85-a869-49749fef6ef0/"}]}}, {"id": "source:76a39e4fbbae222433a30bd20aa4e12548642d8f1b4d3d5b7e87f5fb0f3dc580", "url": "https://finance.yahoo.com/markets/stocks/articles/jabil-vs-corning-ai-infrastructure-154400507.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/jabil-vs-corning-ai-infrastructure-154400507.html", "title": "Jabil vs. Corning: Which AI Infrastructure Stock is the Better Buy?", "content_text": "Jabil Inc. JBL and Corning Incorporated GLW are prominent beneficiaries of the AI data-center buildout. Jabil is one of the largest global suppliers of electronics manufacturing services (EMS) solutions. It also offers networking, photonics, power and cooling solutions for AI infrastructure. Corning supplies optical fiber and connectivity technologies essential for high-speed AI data-center networks. In addition to being a pioneer in Gorilla Glass technology, the company manufactures specialty materials, including various formulations for glass, glass ceramics and fluoride crystals for specifi", "date_published": "2026-08-11T15:44:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "GLW"], "_sharemaestro": {"country": "Austria", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "GLW", "name": "Corning Incorporated", "sentiment_url": "https://sharemaestro.com/sentiment/31d8f458-c711-4291-ab04-02ee682cba87/"}]}}, {"id": "source:7de5a548942576a03f801d1e8c197406010da004683e79223c5326edd52ade70", "url": "https://finance.yahoo.com/technology/ai/articles/vertiv-capitalizes-strong-ai-data-152400531.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/vertiv-capitalizes-strong-ai-data-152400531.html", "title": "Vertiv Capitalizes on Strong AI Data Center Growth: More Upside Ahead?", "content_text": "Vertiv VRT is benefiting from the explosive growth in AI-driven data centers, which is fueling robust demand for its power, thermal and infrastructure solutions. The company is benefiting from robust demand across its core markets, particularly in the Americas and APAC regions. In the second quarter of 2026, net sales increased 24% year over year, with the Americas and APAC both growing 29%. EMEA also returned to positive net sales growth. This broad-based demand is driven by accelerating digital transformation and the expansion of data centers, both of which require Vertiv's advanced power an", "date_published": "2026-08-11T15:24:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "APH"], "_sharemaestro": {"country": "Austria", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "APH", "name": "Amphenol Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/c924a1e6-e50b-4b85-a869-49749fef6ef0/"}]}}, {"id": "source:07869e0e63cfedd4c9f38e93a359ea4af9e7187d1412d31674e2b7074214cb82", "url": "https://finance.yahoo.com/markets/stocks/articles/qubt-q2-loss-matches-revenues-143300422.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/qubt-q2-loss-matches-revenues-143300422.html", "title": "QUBT Q2 Loss Matches, Revenues Beat, Stock Down in After-Market", "content_text": "Quantum Computing Inc. QUBT or \"QCi\" reported a second-quarter 2026 loss of 5 cents per share, matching the Zacks Consensus Estimate and narrowing 80.8% from a loss of 26 cents a year ago. Revenues surged 9,000.0% year over year from $61,000 to $5.55 million and beat the consensus mark by 18.1%, driven mainly by photonics product sales. Additionally, contract backlog reached $42.50 million as of June 30. Following the March 2 announcement, QUBT's shares fell 0.1% in yesterday's after-market trading session. This fall was due to investors' concern about the company incurring a loss despite grow", "date_published": "2026-08-11T14:33:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Deals and strategy", "APH"], "_sharemaestro": {"country": "Austria", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "APH", "name": "Amphenol Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/c924a1e6-e50b-4b85-a869-49749fef6ef0/"}]}}, {"id": "source:4f28fd96d35e0cf90318d1f87976bf9cad21eab93799dc875a145eba04bc7380", "url": "https://finance.yahoo.com/technology/ai/articles/wins-most-nvidia-500-billion-133032066.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/wins-most-nvidia-500-billion-133032066.html", "title": "Who wins most in NVIDIA\u2019s $500 billion private capital deal?", "content_text": "Investing.com -- NVIDIA's deal to mobilize over $500 billion in third-party capital with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR reframes how AI factories are built and financed. By turning GPU compute into a standardized, investable asset class, NVIDIA addresses severe liquidity bottlenecks. However, the financial rewards and structural advantages flow to specific winners across the AI and financial ecosystems. 1. NVIDIA: Offloading Debt to Safeguard Free Cash Flow NVIDIA emerges as the primary strategic winner because the framework shifts lending risk entirely off i", "date_published": "2026-08-11T13:30:32+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Balance sheet", "GLW"], "_sharemaestro": {"country": "Austria", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "GLW", "name": "Corning Incorporated", "sentiment_url": "https://sharemaestro.com/sentiment/31d8f458-c711-4291-ab04-02ee682cba87/"}]}}, {"id": "source:8ede0b43264d553715e69f1366d65b03baf4bf22b0bd7e427a348ea10967d69c", "url": "https://finance.yahoo.com/markets/stocks/articles/margins-under-pressure-demand-accelerating-055554096.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/margins-under-pressure-demand-accelerating-055554096.html", "title": "Margins Under Pressure, Demand Accelerating \u2014 Is TE Connectivity (TEL) at a Critical Inflection Point?", "content_text": "The accelerating AI infrastructure buildout, along with the ongoing electric vehicle adoption and industrial automation, is driving huge demand for electronic connectors and sensors. Expanding data center capex is driving this demand. The top five US hyperscalers are projected to spend around $730 billion this year and more than $1 trillion next year on infrastructure expansion. Aside from AI-driven demand, the electric car market is also continuing to expand. Global EV sales surpassed 20 million units last year. However, with only about 5% of the global car stock electrified, the growth runwa", "date_published": "2026-08-11T05:55:54+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Deals and strategy", "APH"], "_sharemaestro": {"country": "Austria", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "APH", "name": "Amphenol Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/c924a1e6-e50b-4b85-a869-49749fef6ef0/"}]}}, {"id": "source:70b1a4227e0a76ce16bc04133285059cc7f54c7786941bbd3d2eb9bc5e0d1c15", "url": "https://finance.yahoo.com/markets/stocks/articles/why-corning-glw-7-6-010812918.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/why-corning-glw-7-6-010812918.html", "title": "Why Corning (GLW) Is Up 7.6% After Strong Q2 Results And AI-Focused Guidance", "content_text": "Corning Incorporated recently reported second-quarter 2026 results showing higher sales of US$4,505 million and improved earnings per share compared with a year earlier, while also completing a multi-year share repurchase program totaling 48,600,078 shares for about US$2.03 billion. The company paired these results with guidance calling for further year-over-year growth in third-quarter core sales and earnings, reinforcing investors' focus on its role in supplying materials for data centers and AI-related demand. We'll now examine how Corning's stronger earnings and upbeat guidance, particular", "date_published": "2026-08-11T01:08:12+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "GLW"], "_sharemaestro": {"country": "Austria", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "GLW", "name": "Corning Incorporated", "sentiment_url": "https://sharemaestro.com/sentiment/31d8f458-c711-4291-ab04-02ee682cba87/"}]}}, {"id": "source:4c021cab24d846d2ffd58a4c0241df77b4484980197570c619c69855fa938f9a", "url": "https://finance.yahoo.com/markets/stocks/articles/corning-sunrun-coinbase-builders-firstsource-001322125.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/corning-sunrun-coinbase-builders-firstsource-001322125.html", "title": "Corning, Sunrun, Coinbase, Builders FirstSource, and Blue Bird Shares Skyrocket, What You Need To Know", "content_text": "Corning, Sunrun, Coinbase, Builders FirstSource, and Blue Bird Shares Skyrocket, What You Need To Know What Happened? A number of stocks jumped in the afternoon session after the July jobs report showed an unexpected loss of 23,000 jobs, signaling a cooling labor market. Economists had forecast a gain of around 80,000 nonfarm payrolls. According to the U.S. Bureau of Labor Statistics, the unemployment rate held steady at 4.1%. This weaker-than-expected data led investors to bet on the possibility of an interest rate cut by the Federal Reserve. The logic, often described as \"bad news is good ne", "date_published": "2026-08-11T00:13:22+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "GLW"], "_sharemaestro": {"country": "Austria", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "GLW", "name": "Corning Incorporated", "sentiment_url": "https://sharemaestro.com/sentiment/31d8f458-c711-4291-ab04-02ee682cba87/"}]}}, {"id": "source:964fea2054b9bb86f014b73fb0e9cade65953fe4ba59fd006f91719a8b53f502", "url": "https://finance.yahoo.com/real-estate/articles/pivotal-manufacturing-partners-meadow-partners-162600606.html", "external_url": "https://finance.yahoo.com/real-estate/articles/pivotal-manufacturing-partners-meadow-partners-162600606.html", "title": "Pivotal Manufacturing Partners and Meadow Partners Acquire Advanced Manufacturing Facility in Greater Phoenix", "content_text": "Facility is Operated by an Affiliate of Corning Incorporated NEW YORK & PHOENIX, August 10, 2026--(BUSINESS WIRE)--Pivotal Manufacturing Partners (\"Pivotal\"), a real estate investment platform purpose-built to acquire and develop advanced manufacturing assets, and Meadow Partners (\"Meadow\"), an institutional middle-market real estate investment manager, today announced the acquisition of 53 Ten, a 157,523-square-foot advanced manufacturing facility located on 19.6 acres in Glendale, Arizona. The facility is leased to an affiliate of Corning Incorporated (NYSE: GLW), a leading global materials ", "date_published": "2026-08-10T18:26:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Deals and strategy", "GLW"], "_sharemaestro": {"country": "Austria", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "GLW", "name": "Corning Incorporated", "sentiment_url": "https://sharemaestro.com/sentiment/31d8f458-c711-4291-ab04-02ee682cba87/"}]}}, {"id": "source:415376e6cb839c6d9f6bc70c1292ac080f44404df2dfa9ca85a3c17b2b5c513f", "url": "https://www.cnbc.com/2026/08/10/stocks-making-the-biggest-moves-midday-ntap-intc-aapl-docs-vrsk.html", "external_url": "https://www.cnbc.com/2026/08/10/stocks-making-the-biggest-moves-midday-ntap-intc-aapl-docs-vrsk.html", "title": "Stocks making the biggest moves midday: NetApp, Intel, Apple, Doximity, Verisk Analytics & more", "content_text": "Check out some of the companies making the biggest moves midday: MarineMax \u2014 The boat and yacht retailer soared 46% after agreeing to be sold to Blackstone Infrastructure's Safe Harbor Marinas for $53 a share in cash, or $1.5 billion. The deal's expected to close by the end of 2026. Varex Imaging \u2014 The imaging component maker climbed 48% after Teledyne Technologies agreed to buy Varex for $18.90 a share in cash. The deal is expected to close in early 2027. Teledyne rose a fraction. Artificial intelligence infrastructure \u2014 Stocks tied to artificial intelligence infrastructure slid. The Global X", "date_published": "2026-08-10T17:43:55+00:00", "authors": [{"name": "cnbc.com"}], "tags": ["Deals and strategy", "GLW"], "_sharemaestro": {"country": "Austria", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "GLW", "name": "Corning Incorporated", "sentiment_url": "https://sharemaestro.com/sentiment/31d8f458-c711-4291-ab04-02ee682cba87/"}]}}, {"id": "source:35005e5dda290cac5800b1b13e9246bf28d76e2b51db49d25e5f93f3a5fbdc45", "url": "https://finance.yahoo.com/m/560986ca-3c76-3405-8e7d-dc8d0c0e7f92/nvidia-stock-slips-as-its-ai.html", "external_url": "https://finance.yahoo.com/m/560986ca-3c76-3405-8e7d-dc8d0c0e7f92/nvidia-stock-slips-as-its-ai.html", "title": "Nvidia Stock Slips as Its AI Investments Draw Fresh Scrutiny", "content_text": "Nvidia reportedly agreed to invest up to $3 billion in Lancium, adding to a growing list of investments as some analysts argue the chip maker should spend more on buybacks. Continue Reading", "date_published": "2026-08-10T16:29:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "GLW"], "_sharemaestro": {"country": "Austria", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "GLW", "name": "Corning Incorporated", "sentiment_url": "https://sharemaestro.com/sentiment/31d8f458-c711-4291-ab04-02ee682cba87/"}]}}, {"id": "source:0d1428fd204e010604bc0fb89c1b939f3ce04a6ebda3b4230fab41eb1a6dd836", "url": "https://finance.yahoo.com/markets/stocks/articles/ciena-down-29-past-3-152300860.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/ciena-down-29-past-3-152300860.html", "title": "Ciena Down 29% in Past 3 Months: Should Investors Buy, Hold or Sell?", "content_text": "Ciena Corporation CIEN shares have plunged 29.1% in the past three months, underperforming the Zacks Computer & Technology sector's growth of 1.5% and the Zacks Communication - Components industry's decline of 19.4%. The S&P 500 composite is up 4% over the same time frame. The company has also underperformed its peers, Corning Incorporated GLW, Arista Networks, Inc. ANET and Cisco Systems, Inc. CSCO. GLW has lost 20%, while ANET and CSCO have soared 38.3% and 23.5%, respectively, in the same time frame.Zacks Investment Research Image Source: Zacks Investment Research Ciena's demand continues t", "date_published": "2026-08-10T15:23:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "GLW"], "_sharemaestro": {"country": "Austria", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "GLW", "name": "Corning Incorporated", "sentiment_url": "https://sharemaestro.com/sentiment/31d8f458-c711-4291-ab04-02ee682cba87/"}]}}, {"id": "source:72fd5af2b9eb905e6c6347ccfde895509a3ed171a165a5a532ea0a7f08b4206e", "url": "https://finance.yahoo.com/markets/stocks/articles/5-dividend-growth-stocks-buy-144300270.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/5-dividend-growth-stocks-buy-144300270.html", "title": "5 Dividend Growth Stocks to Buy as US Rate Hike Concerns Ease", "content_text": "All three major U.S. stock indices ended Aug. 7, 2026, in positive territory, as a softer-than-expected jobs report eased concerns over the Federal Reserve implementing further rate hikes in the near term. At the same time, robust tech and software earnings helped dispel fears surrounding artificial intelligence (AI) market disruption. While lower rate expectations and strong tech earnings often drive investors toward aggressive growth plays, recent market volatility \u2014 particularly among tech firms making massive capital expenditures on AI data centers \u2014 warrants caution. For risk-averse inves", "date_published": "2026-08-10T14:43:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "APH"], "_sharemaestro": {"country": "Austria", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "APH", "name": "Amphenol Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/c924a1e6-e50b-4b85-a869-49749fef6ef0/"}]}}, {"id": "source:e813e384686981bd7e5f358ec79f5de10fdab8a94e678e38863b64ebffbe7e65", "url": "https://finance.yahoo.com/markets/stocks/articles/3-market-beating-stocks-long-121322293.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/3-market-beating-stocks-long-121322293.html", "title": "3 Market-Beating Stocks for Long-Term Investors", "content_text": "3 Market-Beating Stocks for Long-Term Investors Stocks that outperform the market usually share key traits such as rising sales, expanding margins, and increasing returns on capital. The select few that can do all three for many years are often the ones that make you life-changing money. It's clear there's a strong connection between sustained earnings growth and hall-of-fame returns. On that note, here are three market-beating stocks that deserve a spot on your list. Bel Fuse (BELFA) Five-Year Return: +1,421% Founded by 26-year-old Elliot Bernstein during the electronics boom after WW2, Bel F", "date_published": "2026-08-10T12:13:22+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "GLW"], "_sharemaestro": {"country": "Austria", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "GLW", "name": "Corning Incorporated", "sentiment_url": "https://sharemaestro.com/sentiment/31d8f458-c711-4291-ab04-02ee682cba87/"}]}}, {"id": "source:a5cdf94d26849e2571a574e26bf77da8d46db17cc45da66dfdaa00cd8578a0c4", "url": "https://finance.yahoo.com/m/0d7005de-affb-3cd1-bc11-e5ad6f9e63ce/smci%2C-apple%2C-intel%2C-berkshire.html", "external_url": "https://finance.yahoo.com/m/0d7005de-affb-3cd1-bc11-e5ad6f9e63ce/smci%2C-apple%2C-intel%2C-berkshire.html", "title": "SMCI, Apple, Intel, Berkshire Hathaway, and More Stocks That Explain Today\u2019s Market", "content_text": "The artificial intelligence trade is chugging along as investors wait for a CPI inflation print that could decide where rates go next. Continue Reading", "date_published": "2026-08-10T11:14:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Macro sensitivity", "GLW"], "_sharemaestro": {"country": "Austria", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "GLW", "name": "Corning Incorporated", "sentiment_url": "https://sharemaestro.com/sentiment/31d8f458-c711-4291-ab04-02ee682cba87/"}]}}, {"id": "source:f5eddda0a43e6b6c999576e66a456d1a52dfbdc3dc24a1d8c4e353b0a054f659", "url": "https://news.google.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?oc=5", "external_url": "https://news.google.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?oc=5", "title": "Corning (GLW) legt nach starken Ergebnissen im zweiten Quartal und einer zuversichtlichen Prognose f\u00fcr das dritte Quartal um 19,8 % zu \u2013 Was hat sich ge\u00e4ndert?", "content_text": "Corning (GLW) legt nach starken Ergebnissen im zweiten Quartal und einer zuversichtlichen Prognose f\u00fcr das dritte Quartal um 19,8 % zu \u2013 Was hat sich ge\u00e4ndert?", "date_published": "2026-08-09T18:36:20+00:00", "authors": [{"name": "simplywall.st"}], "tags": ["Market update", "GLW"], "_sharemaestro": {"country": "Austria", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "GLW", "name": "Corning Incorporated", "sentiment_url": "https://sharemaestro.com/sentiment/31d8f458-c711-4291-ab04-02ee682cba87/"}]}}, {"id": "source:db8b8c1aa70a0194fb3c2e1d3ec95433932342d291e9e2b0b182f5dd337b685b", "url": "https://www.nasdaq.com/articles/wall-street-sees-multitrillion-dollar-humanoid-robot-market-these-2-industrial-stocks-sell", "external_url": "https://www.nasdaq.com/articles/wall-street-sees-multitrillion-dollar-humanoid-robot-market-these-2-industrial-stocks-sell", "title": "Wall Street Sees a Multitrillion-Dollar Humanoid Robot Market. These 2 Industrial Stocks Sell the Parts.", "content_text": "Key Points Humanoid robots could create trillion-dollar supply chain opportunities. Component suppliers benefit regardless of the winning robot maker. Diversified industrial leaders offer a lower-risk robotics play.10 stocks we like better than Amphenol \u203a The race to build humanoid robots has captured the market's attention. But the better investment opportunity may lie further up the supply chain. History suggests that the companies supplying critical components often benefit regardless of which manufacturer wins. 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Read more about the events that may impact stock prices next week. MONDAY - AUGUST 10 * VOLATILITY WATCH - SpaceX (SPCX [https://seekingalpha.com/symbol/SPCX]) and Rocket Lab (RKLB [https://seekingalpha.com/symbol/RKLB]) have seen options volatility increase over the last week. The most overbought stocks per their 14-day relative strength index include SMJ International (SMJF [https://seekingalpha.com/symbol/SMJF]), Chime Fin", "date_published": "2026-08-07T19:00:38+00:00", "authors": [{"name": "seekingalpha.com"}], "tags": ["Earnings", "GLW"], "_sharemaestro": {"country": "Austria", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "GLW", "name": "Corning Incorporated", "sentiment_url": "https://sharemaestro.com/sentiment/31d8f458-c711-4291-ab04-02ee682cba87/"}]}}, {"id": "source:db95eec0d0b55b89ee9f9476863ff56fb7a223e38bbd99b3c97fe16a8fee0af4", "url": 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