"Corning has gained 19.9% since February 1, reaching $132.28. Q4 2025 results showed core operating margin of 20.2%, an expansion of 390 basis points from Q4 2023, and full-year net income of $1.60 billion, up 215.42% year-over-year. CEO Wendell Weeks upgraded the Springboard plan to target $11 billion in incremental annualized sales by end of 2028, up from the original $8 billion goal."
"Marvell Technology is up 20.3% since February 1, with shares at $94.66. Q3 FY2026 delivered revenue of $2.0745 billion, up 37% year-over-year, with data center revenue of $1.5179 billion representing 73% of total revenue. Carrier infrastructure surged 98% year-over-year."
The Invesco QQQ Trust is down 10.7% and the SPDR S&P 500 ETF Trust has shed 9.1% since February 1. The CBOE Volatility Index is at 31.0, indicating high market volatility. Despite this, four technology stocks linked to AI infrastructure have posted double-digit gains. Corning has gained 19.9% with significant revenue growth and a new partnership with Meta. Marvell Technology is up 20.3%, with strong revenue growth driven by data center and carrier infrastructure. Analysts project further upside for these stocks.
Read at 24/7 Wall St.
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