Alternative Energy Investments Surge Due to Rising Energy Demand
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 11 2026
0mins
Source: Barron's
- Positive Performance of Renewable-Energy Stocks: Despite negative political headlines, the past year has been highly favorable for renewable-energy stock funds.
- Contrast with Political Climate: The strong performance of these funds contrasts sharply with the prevailing negative political environment, highlighting a disconnect between market trends and political narratives.
- Investor Sentiment: Investors may be increasingly optimistic about the future of renewable energy, leading to significant gains in this sector.
- Market Trends: The success of renewable-energy stocks suggests a growing trend towards sustainable investments, regardless of external political factors.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy GLW?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
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: 197.700
Low
83.00
Averages
99.00
High
110.00
Current: 197.700
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.
Corning's Optical Fiber Business Sees Significant Growth
- Stock Surge: Corning's stock has surged 120% this year, primarily driven by soaring demand for fiber-optic cables, which not only enhances the company's market position but also lays a solid foundation for future revenue growth.
- Major Contract Signings: Corning signed a $6 billion optical fiber solutions agreement with Meta, which is expected to significantly boost its optical communications revenue and strengthen its competitive edge in the AI data center market.
- Strong Revenue Growth: Corning reported $4.3 billion in core revenue for Q1, an 18% year-over-year increase, with its optical communications segment contributing $1.8 billion and growing at a remarkable 36%, indicating strong momentum in fiber sales.
- Improved Profitability: The optical communications segment's net income skyrocketed by 93% to $387 million, accounting for over 50% of Corning's total net income, highlighting AI as a key driver of the company's profitability.
See More
US Stocks Retreat as Tech Sector Faces Pressure
- Job Data Impact: Non-farm payrolls rose by 172,000 in May, exceeding expectations, while the unemployment rate held steady at 4.3%, leading to increased Treasury yields and heightened market expectations for a rate hike, negatively impacting stocks.
- Chip Stock Investment Opportunity: Jim Cramer highlighted that despite the tech sector's pullback, this presents a good opportunity to buy chip stocks, particularly Intel, which fell 6% on Friday, indicating that confidence in the sector remains strong.
- CrowdStrike Stock Decline: CrowdStrike's stock fell another 3.4% on Friday, with the CEO stating that expectations for earnings boosts from Anthropic's AI model are premature; Jim believes this pullback offers a buying opportunity for new investors, anticipating significant growth this quarter.
- Upcoming IPOs: SpaceX's IPO is set for next Friday, and although the S&P announced no index adjustments, Jim remains cautious about investors potentially selling existing holdings to make room for SpaceX, especially with Anthropic and OpenAI IPOs also on the horizon.
See More
Corning Inc Receives Overweight Rating Upgrade
- Rating Upgrade: Corning Inc (GLW) has received an overweight rating, indicating analysts' optimistic outlook on its future performance, which may attract more investor interest.
- Price Target Set: The average price target set by analysts is $205, reflecting market confidence in Corning's growth potential, which could drive the stock price towards this target.
- Market Reaction Anticipation: The upgrade in rating and price target may stimulate a short-term increase in stock price, enhancing investor willingness to purchase the company's shares, thereby improving market liquidity.
- Increased Investor Confidence: With the improved rating, Corning is likely to attract more institutional investors' attention, further enhancing its position and influence in the capital markets.
See More
Bitcoin Faces Significant Market Pressure Amid Liquidity Shift
- Liquidity Shift: Bitcoin has dropped 13% this week, marking its worst performance since February, primarily due to liquidity rapidly shifting to other assets like chip stocks and the SpaceX IPO, which has weakened investor confidence and dampened market sentiment.
- Record ETF Outflows: Bitcoin ETFs have recorded their longest streak of net outflows at 13 days, with total assets declining from $107.8 billion on May 14 to $82.8 billion, indicating that these outflows are a primary driver of BTC price fluctuations and affecting investor adoption.
- Key Sale Event Impacts Confidence: Michael Saylor's company sold 32 BTC for about $2.5 million, representing less than 0.004% of its holdings, but this action contradicted its
See More
CNBC Investing Club Thursday Market Recap
- Market Rotation Trend: Stocks were mixed on Thursday as investors rotated out of AI hardware into healthcare and financial sectors, and while technology stocks showed recent weakness, Jim believes this reflects a broader rotation rather than a deterioration in fundamentals.
- Goldman Sachs Hits All-Time High: Goldman Sachs shares rose over 4% to reach an all-time high, with Jim calling it the 'premier financial' in the current environment and highlighting its leadership role in the upcoming IPO wave.
- CrowdStrike Earnings Reaction: Despite CrowdStrike delivering a beat-and-raise quarter, its stock fell roughly 7%, and Jim believes investors are overlooking the rising demand for cybersecurity, expecting significant improvements in future quarters.
- Rapid Fire Review: Stocks mentioned at the end of Thursday's video included Arm Holdings, Corning, Qnity, FedEx Freight, and Capital One, indicating a focus on diversified investment opportunities.
See More
MRVL Shares Pull Back Amid Profit-Taking, Analysts Remain Bullish
- Price Pullback: Marvell Technology (MRVL) shares fell 3% in after-hours trading on Thursday after closing at a record high on Wednesday, indicating profit-taking by investors despite a remarkable 45% gain over the past two days.
- Analyst Target Increases: Stifel raised its price target for MRVL from $230 to $321, citing that the Computex conference enhanced market acceptance of Marvell's positioning within the data center and AI ecosystem, implying a 7% upside from the last closing price.
- Bullish Market Sentiment: Despite the pullback, investor sentiment on Stocktwits remains ‘extremely bullish,’ with many retail traders believing the stock will continue to rise, with some comments suggesting a target price exceeding $400.
- Strong Sales Expectations: Morningstar increased its price target for MRVL from $130 to $235, projecting that the company will exceed its $18 billion data center sales target by 2028, highlighting the robust growth potential of its optics technology.
See More
Corning's Optical Fiber Business Sees Significant Growth
- Stock Surge: Corning's stock has surged 120% this year, primarily driven by soaring demand for fiber-optic cables, which not only enhances the company's market position but also lays a solid foundation for future revenue growth.
- Major Contract Signings: Corning signed a $6 billion optical fiber solutions agreement with Meta, which is expected to significantly boost its optical communications revenue and strengthen its competitive edge in the AI data center market.
- Strong Revenue Growth: Corning reported $4.3 billion in core revenue for Q1, an 18% year-over-year increase, with its optical communications segment contributing $1.8 billion and growing at a remarkable 36%, indicating strong momentum in fiber sales.
- Improved Profitability: The optical communications segment's net income skyrocketed by 93% to $387 million, accounting for over 50% of Corning's total net income, highlighting AI as a key driver of the company's profitability.
See More
US Stocks Retreat as Tech Sector Faces Pressure
- Job Data Impact: Non-farm payrolls rose by 172,000 in May, exceeding expectations, while the unemployment rate held steady at 4.3%, leading to increased Treasury yields and heightened market expectations for a rate hike, negatively impacting stocks.
- Chip Stock Investment Opportunity: Jim Cramer highlighted that despite the tech sector's pullback, this presents a good opportunity to buy chip stocks, particularly Intel, which fell 6% on Friday, indicating that confidence in the sector remains strong.
- CrowdStrike Stock Decline: CrowdStrike's stock fell another 3.4% on Friday, with the CEO stating that expectations for earnings boosts from Anthropic's AI model are premature; Jim believes this pullback offers a buying opportunity for new investors, anticipating significant growth this quarter.
- Upcoming IPOs: SpaceX's IPO is set for next Friday, and although the S&P announced no index adjustments, Jim remains cautious about investors potentially selling existing holdings to make room for SpaceX, especially with Anthropic and OpenAI IPOs also on the horizon.
See More
Corning Inc Receives Overweight Rating Upgrade
- Rating Upgrade: Corning Inc (GLW) has received an overweight rating, indicating analysts' optimistic outlook on its future performance, which may attract more investor interest.
- Price Target Set: The average price target set by analysts is $205, reflecting market confidence in Corning's growth potential, which could drive the stock price towards this target.
- Market Reaction Anticipation: The upgrade in rating and price target may stimulate a short-term increase in stock price, enhancing investor willingness to purchase the company's shares, thereby improving market liquidity.
- Increased Investor Confidence: With the improved rating, Corning is likely to attract more institutional investors' attention, further enhancing its position and influence in the capital markets.
See More
Bitcoin Faces Significant Market Pressure Amid Liquidity Shift
- Liquidity Shift: Bitcoin has dropped 13% this week, marking its worst performance since February, primarily due to liquidity rapidly shifting to other assets like chip stocks and the SpaceX IPO, which has weakened investor confidence and dampened market sentiment.
- Record ETF Outflows: Bitcoin ETFs have recorded their longest streak of net outflows at 13 days, with total assets declining from $107.8 billion on May 14 to $82.8 billion, indicating that these outflows are a primary driver of BTC price fluctuations and affecting investor adoption.
- Key Sale Event Impacts Confidence: Michael Saylor's company sold 32 BTC for about $2.5 million, representing less than 0.004% of its holdings, but this action contradicted its
See More
CNBC Investing Club Thursday Market Recap
- Market Rotation Trend: Stocks were mixed on Thursday as investors rotated out of AI hardware into healthcare and financial sectors, and while technology stocks showed recent weakness, Jim believes this reflects a broader rotation rather than a deterioration in fundamentals.
- Goldman Sachs Hits All-Time High: Goldman Sachs shares rose over 4% to reach an all-time high, with Jim calling it the 'premier financial' in the current environment and highlighting its leadership role in the upcoming IPO wave.
- CrowdStrike Earnings Reaction: Despite CrowdStrike delivering a beat-and-raise quarter, its stock fell roughly 7%, and Jim believes investors are overlooking the rising demand for cybersecurity, expecting significant improvements in future quarters.
- Rapid Fire Review: Stocks mentioned at the end of Thursday's video included Arm Holdings, Corning, Qnity, FedEx Freight, and Capital One, indicating a focus on diversified investment opportunities.
See More
MRVL Shares Pull Back Amid Profit-Taking, Analysts Remain Bullish
- Price Pullback: Marvell Technology (MRVL) shares fell 3% in after-hours trading on Thursday after closing at a record high on Wednesday, indicating profit-taking by investors despite a remarkable 45% gain over the past two days.
- Analyst Target Increases: Stifel raised its price target for MRVL from $230 to $321, citing that the Computex conference enhanced market acceptance of Marvell's positioning within the data center and AI ecosystem, implying a 7% upside from the last closing price.
- Bullish Market Sentiment: Despite the pullback, investor sentiment on Stocktwits remains ‘extremely bullish,’ with many retail traders believing the stock will continue to rise, with some comments suggesting a target price exceeding $400.
- Strong Sales Expectations: Morningstar increased its price target for MRVL from $130 to $235, projecting that the company will exceed its $18 billion data center sales target by 2028, highlighting the robust growth potential of its optics technology.
See More
