Stock Pulse
Corning Inc. (GLW) launched GlassWorks AI, a suite of data center infrastructure solutions aimed at capitalizing on the growing AI market [6], [7]. This launch, alongside existing involvement in the AI sector through optical communications, has attracted investment from Appaloosa Management and driven positive growth projections [5]. However, the company faces headwinds including declining sales and earnings per share, low returns on capital, and broader market concerns related to US-China trade tensions, which contributed to a recent stock price drop [1], [3], [9]. Despite these challenges, Corning is considered a "cash cow" stock with high ROE and a positive long-term earnings growth outlook [4], and a DCF analysis suggests potential undervaluation [8]. Recent SEC filings show insider stock ownership adjustments, but not indicative of major shifts in company control [10], [11], [12].