
Corning and Meta have started a major AI infrastructure expansion with a multiyear $6 billion deal. Corning will supply advanced optical fiber and connectivity solutions, with Meta as the anchor customer. This project aims to strengthen the U.S. AI supply chain and could increase Corning's workforce in North Carolina by 15% to 20%. The stock shows strong momentum and growth but trades at a premium valuation. Investors are watching upcoming earnings on April 28, 2026.