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.
Intel's stock jumped after reports that Google and Nvidia are considering Intel as a backup manufacturer for advanced AI chips, with Google reportedly ordering over 3 million Tensor Processing Units for 2028. Nvidia is also testing Intel's technology...
Amazon has agreed to pay Corning billions of dollars for optical fiber to support its rapidly growing U.S. data centers focused on artificial intelligence. This multi-year deal will create around 1,000 jobs at Corning's North Carolina factories and e...
