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: 177.420
Low
83.00
Averages
99.00
High
110.00
Current: 177.420
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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- Bank Stocks Recovery: Wells Fargo's shares increased by 13.9%, reflecting the financial sector's status as the best-performing group in the S&P 500, although it remains down nearly 7% year-to-date, suggesting a cautious recovery amid potential earnings volatility.
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- Customer Concentration Risk: Corning faces high customer concentration, with three major buyers accounting for 61% of its automotive sales, which poses potential cash flow risks, especially amid fierce competition from global manufacturers like Samsung.
- Investor Choice Between Risk and Reward: Investors must choose between Corning's stability and QuantumScape's high-risk potential, with Corning showcasing its 175-year history and profitability as a testament to its adaptability, while QuantumScape represents speculative opportunities in future battery technology.
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See More
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- Market Volatility Overview: The S&P 500 experienced significant volatility over the past three weeks, recording its worst session in eight months on June 5, just after reaching record highs, indicating shifts in market sentiment and investor uncertainty.
- Portfolio Performance: Among 34 stocks, 19 have risen since the May meeting, with Arm's stock soaring 38.2% driven by strong AI demand and the release of a new Nvidia chip, highlighting the potential for a rebound in tech stocks.
- Bank Stocks Recovery: Wells Fargo's shares increased by 13.9%, reflecting the financial sector's status as the best-performing group in the S&P 500, although it remains down nearly 7% year-to-date, suggesting a cautious recovery amid potential earnings volatility.
- Underperforming Stocks: Amazon's stock fell 10.8%, primarily due to concerns over AI investments, despite securing a $17.5 billion loan for AI development, raising questions about its future financial health and investor confidence.
See More
Rackspace Partners with AMD for 30MW Computing Capacity Deployment
- Rackspace and AMD Partnership: Rackspace announced a collaboration to deploy 30 megawatts of AMD computing capacity across its data centers, resulting in a 9% stock price increase for Rackspace while AMD shares fell 4%, indicating mixed market reactions to the partnership.
- Mobileye's Autonomous Ride-Hailing: Mobileye plans to launch an autonomous ride-hailing service in a U.S. city by 2027, with shares rising nearly 3%, suggesting that this new initiative could significantly enhance its market share and brand presence in the driver-assist technology sector.
- Southwest Airlines Stock Surge: Southwest Airlines shares rose almost 4% after Jefferies raised its price target from $37 to $44, although the new target still indicates a 4.5% downside from Monday's close, reflecting optimistic sentiment regarding the airline industry's recovery.
- Gildan's Stock Plunge: Gildan's stock plummeted about 24% following a negative report from Jehoshaphat Research, which claimed the company's
See More
Investment Comparison: Corning vs. QuantumScape
- Corning's Market Dominance: Corning leads the specialized glass and fiber optics market, achieving nearly $15.6 billion in revenue for FY 2025, a significant increase from $13.1 billion the previous year, reflecting strong demand for high-tech displays and communication networks, thereby reinforcing its critical role in digital communication infrastructure.
- QuantumScape's Technical Challenges: QuantumScape focuses on developing solid-state lithium-metal batteries, and despite its significant technological potential, it generated $0.0 in revenue for FY 2025 with a net loss of approximately $435.1 million, highlighting the substantial financial pressure and technical hurdles it faces during its R&D phase.
- Risk Analysis: Corning faces customer concentration risk, with three major clients accounting for 61% of its automotive sales, while QuantumScape must overcome production scale and technical feasibility issues, competing against established manufacturers like Tesla, which adds market uncertainty.
- Investment Choice Consideration: Corning, with its 175-year history and stable profitability, is suitable for risk-averse investors, while QuantumScape appeals to those willing to take on high risks for potential high returns, requiring investors to make choices based on their risk tolerance.
See More
Investment Choices: Corning vs. QuantumScape
- Corning's Financial Performance: In FY 2025, Corning's revenue reached nearly $15.6 billion, a nearly 20% increase from $13.1 billion the previous year, with a net income of approximately $1.6 billion and a net margin of 10.2%, reflecting strong demand in high-tech displays and communication networks.
- QuantumScape's Technical Challenges: QuantumScape focuses on developing solid-state lithium-metal batteries aimed at replacing standard lithium-ion packs, yet it generated $0.0 in revenue in FY 2025, reporting a net loss of nearly $435.1 million, highlighting significant financial pressures during its R&D phase.
- Customer Concentration Risk: Corning faces high customer concentration, with three major buyers accounting for 61% of its automotive sales, which poses potential cash flow risks, especially amid fierce competition from global manufacturers like Samsung.
- Investor Choice Between Risk and Reward: Investors must choose between Corning's stability and QuantumScape's high-risk potential, with Corning showcasing its 175-year history and profitability as a testament to its adaptability, while QuantumScape represents speculative opportunities in future battery technology.
See More
SpaceX's Successful IPO Sparks Market Rally
- Record-Breaking IPO: SpaceX closed at $161 per share, a 19% increase from its fixed offering price of $135, achieving a market value exceeding $2.1 trillion and becoming the sixth-largest public company in the U.S., indicating strong market appetite for its massive IPO.
- Positive Market Reaction: Ahead of SpaceX's debut, Jim Cramer's optimistic comments alleviated market fears about demand, resulting in a 0.5% rise in the S&P 500 and a 0.3% increase in the Nasdaq, reflecting renewed investor confidence in tech stocks.
- Continued AI Investment Growth: Corning's multi-billion dollar optical fiber supply deal with Amazon boosts its optical communications division, highlighting the increasing demand for fiber optics in data centers and solidifying the company's position in the rapidly evolving AI market.
- Inflation Data Impact: Despite the consumer price index rising 4.2% year-over-year in May, the highest in three years, Jim Cramer attributed this mainly to rising oil prices due to the Iran conflict, with the market largely expecting the Federal Reserve to maintain interest rates in the upcoming meeting, indicating cautious optimism about future economic policies.
See More
Oracle's AI Investment Plan Raises Shareholder Concerns
- Earnings Beat: Oracle's fiscal Q1 2026 results exceeded expectations, with revenue and net income growth; however, shareholders are concerned about the company's plan to raise funds for AI development, putting pressure on the stock price.
- Surge in Contracted Revenues: The company's remaining performance obligation (RPO) soared 363% year-over-year to $638 billion, primarily driven by large-scale AI contracts, indicating strong future demand potential.
- Accelerated Compute Delivery: Oracle delivered over 1.2 gigawatts of compute capacity in fiscal 2026, with Q1 FY 2027 delivery approaching 1 gigawatt, reflecting a rapidly growing demand for AI infrastructure and solidifying Oracle's market position.
- Capital Raising Plans: Oracle plans to raise approximately $40 billion in debt and equity in FY 2027, including a previously announced $20 billion at-the-market equity issuance, which may negatively impact shareholder confidence.
See More
