Corning (GLW) Shares Just Moved, So What Is Drawing Attention Today?

Corning (GLW) just signed a multi year supply agreement with AT&T worth more than US$3b, tying its fiber and cable output directly to the buildout of U.S. connectivity infrastructure through 2030. The AT&T agreement comes after a strong run in Corning’s shares this year, with an 81.09% year-to-date share price return and a 1-year total shareholder return of 98.21%, despite a 15.71% decline over the past 90 days. Scan other fiber and AI infrastructure plays showing similar contract momentum to...