Prysmian rated Buy over Corning for steadier AI data center growth amid market risks.

Prysmian is rated Buy compared to Corning's Hold due to its stronger risk-adjusted position in the AI data center supply chain. While Corning offers higher growth and margins through aggressive investment in photonics, it faces greater exposure to data center demand risks and a premium valuation. Prysmian benefits from diversified exposure in electrification and fiber optics, lower dependency on data centers, and stable European revenue, supporting steadier long-term growth. Both stocks have modest upside potential, but Prysmian's broader market presence and lower volatility make it a safer choice if AI data center expansion slows.