AstraZeneca, Corning, and Others Featured in CNBC's 'Final Trades'
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Sep 04 2025
0mins
Source: Benzinga
Final Trades on CNBC: Jim Lebenthal highlighted AstraZeneca PLC as his final trade, following the positive results from the Phase 3 trial of baxdrostat, which showed significant reductions in blood pressure.
Other Notable Picks: Stephen Weiss chose iShares Bitcoin Trust ETF, citing a recovery in Bitcoin prices, while Liz Young Thomas selected Invesco S&P 500 High Dividend Low Volatility ETF, and Joe Terranova picked Corning Incorporated, which received an upgrade from UBS.
Stock Performance: AstraZeneca shares rose 2.4% to $82.11, iShares Bitcoin Trust ETF increased by 1.3%, Invesco S&P 500 High Dividend Low Volatility ETF saw a slight rise of 0.2%, and Corning shares gained 1.3% to $69.34.
Market Insights: The article also mentions Wall Street analysts providing insights on financial stocks with high dividend yields, indicating ongoing interest in investment opportunities.
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Analyst Views on GLW
Wall Street analysts forecast GLW stock price to fall
10 Analyst Rating
8 Buy
2 Hold
0 Sell
Strong Buy
Current: 191.890
Low
83.00
Averages
99.00
High
110.00
Current: 191.890
Low
83.00
Averages
99.00
High
110.00
About GLW
Corning Incorporated operates as an innovator in materials science. Its segments include Optical Communications, Display, Specialty Materials, Automotive, and Life Sciences. Its Optical Communications segment manufactures carrier network and enterprise network components for the telecommunications industry. Its Display segment manufactures glass substrates for flat-panel displays, including liquid crystal displays and organic light-emitting diodes. Its Specialty Materials segment manufactures products that provide material formulations for glass, glass ceramics and crystals, precision metrology instruments and software for customer needs. Its Automotive segment manufactures ceramic substrates and filter products for emissions control systems in mobile applications as well as technical glass and optic products and solutions for the interior and exterior of vehicles. Its Life Sciences segment develops, manufactures, and supplies laboratory products.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Vertical Integration Platform: The company has established a vertically integrated U.S. solar manufacturing platform encompassing polysilicon, ingot, wafer production, and solar module assembly, which is expected to enhance operational efficiency and market competitiveness.
- Optimistic Market Outlook: Corning aims to achieve approximately $2.5 billion in annual revenues from its Solar Market-Access Platform by 2028, and with strong demand trends, it plans to raise the revenue outlook for this platform, reflecting its high return and low-risk potential in the solar industry.
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- Geopolitical Impact: Should the agreement be reached, it would help ensure the safety of shipping through the Strait of Hormuz, thereby stabilizing global oil supply chains and reducing the risk of price volatility.
- Negotiation Dynamics: Trump's remarks indicate an active U.S. government stance in addressing tensions in the Middle East, which could influence international investor confidence in the region.
- Market Reaction Expectations: The market may respond positively to this news, with investors closely monitoring subsequent negotiation developments to assess potential impacts on the energy market.
See More
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- Strategic Partnership: Corning's partnership with Nvidia allows the latter to purchase up to 15 million shares at $180 each, while both companies aim to expand Corning's optical connectivity manufacturing capacity tenfold, indicating substantial demand for alternatives to copper wiring.
- Market Growth: The AI infrastructure market is projected to grow from $75 billion in 2026 to $497.98 billion by 2034, providing a multi-year growth tailwind for Corning's business, particularly as data centers are upgraded to support artificial intelligence.
- Technological Shift: Nvidia's CEO Jensen Huang has highlighted that traditional copper wiring is nearing performance limits, and Corning's optical solutions enable data transmission at the speed of light, addressing the needs of increasingly sophisticated AI models and marking a shift towards light-based data transmission technology.
- Long-term Investment Potential: Despite a significant rise in Corning's forward price-to-earnings ratio, its $6 billion multiyear agreement with Meta Platforms and partnerships with other hyperscale customers underscore its profit potential in the data center market, making it a stock to watch for buying opportunities during price dips.
See More
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- Market Growth Potential: The AI infrastructure market is projected to grow from $75 billion in 2026 to $497.98 billion by 2034, providing a substantial multiyear growth tailwind for Corning, particularly as data centers are upgraded to support AI technologies.
- Technological Shift: Nvidia's choice of Corning's optical solutions aims to replace traditional copper wiring to enhance data transmission speeds, especially for its new Vera Rubin AI system, which weighs about 2 tons and requires faster connections to support increasingly sophisticated AI models.
- Investment Outlook: Despite Corning's stock reaching a 52-week high of $211.79, analysts still see long-term investment value, particularly as Wall Street begins to recognize the transition from
See More
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- Economic Impact Assessment: If the deal is reached, it is expected to stabilize international oil prices, as the Strait of Hormuz accounts for approximately 20% of global oil transport, and restoring passage would aid in the recovery and growth of the global energy market.
- Diplomatic Efforts Intensified: This statement indicates that U.S. diplomatic efforts in the Middle East are making progress, potentially paving the way for more comprehensive negotiations in the future, thereby improving U.S.-Iran relations and reducing conflict risks.
- Regional Security Considerations: The achievement of an interim deal would not only help ensure navigation safety in the Strait but could also influence the security situation of neighboring countries, prompting all parties to reassess their military deployments and strategic collaborations.
See More
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- Market Rebound: The stock market experienced solid weekly gains driven by optimism surrounding the Iran deal, indicating investor confidence in future economic recovery, which may attract more capital inflows into the market.
- Tesla Buy Point Approaching: Tesla's stock is nearing a buy point, suggesting investor interest in its growth potential, which could lead to a short-term price increase and enhance overall market vitality.
- Strong AI Stock Performance: ASML and several AI-related stocks are performing well, reflecting ongoing market enthusiasm for technology stocks, potentially prompting more investors to focus on and invest in the tech sector.
- Weekend Negotiations Ongoing: Talks regarding the Iran deal continued over the weekend, and if a consensus is reached, it could further boost market sentiment and drive stock performance in related sectors, particularly energy and technology.
See More
