Corning Incorporated (GLW)

Corning Incorporated (GLW $86.05)
- $86.05 P/E (TTM): 89.88X Cap: $73.05B
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Corning Incorporated (GLW $86.05)
- $86.05 P/E (TTM): 89.88X Cap: $73.05B
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QuantumScape Corporation Class A (QS $15.52)
- $15.52 Cap: $9.13B
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Q: Hi Peter…QS and GLW announced yesterday an agreement for the development and commercialization of ceramic separators presumably for QS’s batteries. There were no details. I think this is another positive step for QS and also for GLW too. No financial details were provided in the press release. Does Bloomberg have any information on the joint venture? Any change in QS’s short interest? Any thoughts you have would be appreciated.
Incidentally Jim Cramer appears to be quite bullish on GLW generally. I suppose if your company might just be making parts for an improved EV automotive battery that would be a positive. “Build a better mousetrap and the world will beat a path to your door”!
Thanks,
Jim

Read Answer Asked by James on October 03, 2025

NVIDIA Corporation (NVDA $181.16)
- $181.16 P/E (TTM): 52.2X Cap: $4.43T
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Amphenol Corporation (APH $124.44)
- $124.44 P/E (TTM): 50.06X Cap: $155.87B
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Corning Incorporated (GLW $86.05)
- $86.05 P/E (TTM): 89.88X Cap: $73.05B
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Hewlett Packard Enterprise Company (HPE $23.27)
- $23.27 P/E (TTM): 27.01X Cap: $30.17B
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Lite Access Technologies Inc. (LTE)
- Cap: $8M
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Super Micro Computer Inc. (SMCI $54.82)
- $54.82 P/E (TTM): 31.06X Cap: $32.70B
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Coherent Corp. (COHR $120.79)
- $120.79 Cap: $18.72B
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Fabrinet (FN $415.98)
- $415.98 P/E (TTM): 44.65X Cap: $14.23B
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Dell Technologies Inc. Class C (DELL $149.43)
- $149.43 P/E (TTM): 21.49X Cap: $99.42B
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Astera Labs Inc. (ALAB $157.51)
- $157.51 P/E (TTM): 96.85X Cap: $25.98B
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Q: Good afternoon 5l
Nvidia seems to be pivoting to AI factories, as they call them. Could you provide a few names of companies which will likely profit from this turn? Perhaps also with a brief description of why you find them interesting.
Thanks

Read Answer Asked by joseph on July 30, 2025

QUALCOMM Incorporated (QCOM $168.83)
- $168.83 P/E (TTM): 15.79X Cap: $180.23B
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Corning Incorporated (GLW $86.05)
- $86.05 P/E (TTM): 89.88X Cap: $73.05B
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International Business Machines Corporation (IBM $282.05)
- $282.05 P/E (TTM): 45.51X Cap: $264.22B
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Q: For a 4% total allocation to an income portfolio, would you own both GLW and IBM or just one? Or is there some other name you prefer?

Read Answer Asked by Gregory on April 25, 2025