Nvidia recently spent billions to license technology from a chip startup focused on low-latency AI computing, and also started selling standalone CPUs as part of its latest superchip system. And yesterday, Nvidia and Meta announced that the social media giant had agreed to buy billions of dollars worth of Nvidia chips to provide computing power for the social media giant's massive infrastructure projects-with Nvidia's CPUs as part of the deal.
Corning Incorporated ( NYSE:GLW) has delivered one of 2026's most impressive rallies, climbing 50.2% year-to-date and 46% over the past month. Corning's 2026 is so good, it's now the 6th top performing stock in the entire S&P 500. The 175-year-old materials science company is riding three converging waves: stellar earnings execution, a massive partnership with Meta, and surging demand for AI data center infrastructure.