Corning's Optical Communications Segment Surges 33% YoY, Fueling 90% Stock Gain in 2025

Corning is outperforming Nvidia and Broadcom with a 90% gain in 2025, driven by soaring demand for its fiber optic cables used in AI data centers. The company's optical communications revenue surged 14% YoY in Q3, with CEO Wendell Weeks expecting the opportunity to double or triple over time. Corning's low-cost production facilities in the US and its status as the technology leader in optical fiber contribute to its success in this space.