公司战略合作 - 苹果公司投资25亿美元支持康宁扩大哈罗兹堡工厂产能 使其成为iPhone和Apple Watch盖板玻璃全球独家生产基地[5][9] - 康宁计划将哈罗兹堡工厂产能提升三倍 员工数量增加50% 从现有350人增至至少500人[4][16] - 双方将建立创新中心 集结科学家和工程师开展世界级研发合作[11] 生产制造布局 - 哈罗兹堡工厂将完全专供苹果产品 预计2026年底前实现100%盖板玻璃本土化制造[9] - 该工厂采用新一代美国制造平台 建成智能手机玻璃行业最大最先进生产线[8] - 工厂历史悠久 自1952年运营 曾为2007年首代iPhone供应玻璃[4][18] 产业与经济影响 - 该项目是苹果美国制造投资计划的重要组成部分 获得两党政治领袖共同支持[6] - 工厂扩建将为当地9000人城镇带来就业稳定性 被员工称为"社区强心剂"[17] - 康宁业务覆盖光通信、移动消费电子、显示、汽车、太阳能、半导体和生命科学等多领域[10]

核心观点 - OpenAI可能难以筹集资金用于与Broadcom和Oracle等公司的交易 但Jim Cramer对此并不担忧 并强调当前AI行业与2000年科技泡沫不同 是真实的技术革命 [1] - Jim Cramer认为市场可能出现1%至2%的小幅修正 但除非总统公开表示道指被高估 否则不会出现更大幅度的下跌 [1] - Corning Incorporated因与NVIDIA的合作关系及其在数据中心的关键作用而受到重点关注 其股价可能具有巨大上涨潜力 [5][6][8] - Apple Inc 与Corning的合作关系密切 每部iPhone都采用Corning生产的玻璃 Apple还向Corning投资了25亿美元 [9] 行业动态 - AI行业因大型科技公司和 mega AI 玩家如Sam Altman公司的巨额支出计划持续受到媒体关注 [1] - 新的NVIDIA芯片可能带来巨大性能提升和盈利机会 [1] - 数据中心领域存在重大投资机会 Corning在该领域提供关键组件 但市场关注度不足 [8] 公司表现 - Corning Incorporated股价接近52周高点 主要得益于与NVIDIA的合作伙伴关系 [8] - Corning在数据中心领域扮演重要角色 其产品在数据中心机架中广泛使用 且需求可能增长三倍 [8] - Corning的Harrodsburg工厂为全球所有iPhone提供玻璃 [9] - Apple Inc 向Corning投资了25亿美元 显示了其对该合作伙伴的重视 [9] 市场观点 - JPMorgan的交易部门对股票持"战术性看涨"态度 但信心较低 [1] - 许多投资者在场外观望 可能因感到压力而进入市场 [1] - Corning被视为"美国 ingenuity"的典范 其管理能力和社区贡献受到高度赞扬 [6][8]

Before the break, we aired the first part of our interview with Corning Chairman and CEO Wendel Weekes and Apple CEO Tim Cook. But we had a lot more to talk about. So, take a look.Gentlemen, got some good news from the FDA. Our Apple watches will be uh the way we can measure hypertension, the leading killer of people in the world. Now, I don't know, Wendell. I know that's your glass. That's my wife.That's your glass. But you've got to be proud of what you guys have created with the Apple Watch. Oh, we're so ...

公司股价表现 - 过去12个月股价上涨84% [2] 数据中心业务增长 - 数据中心业务是当前增长最快的业务板块 [4] - 业务增长主要基于网络横向扩展(scale out)需求 [4] - AI集群互联推动光纤需求增长 [5] - 长距离传输时光纤比铜缆更具技术经济性 [6] - Meta路易斯安那数据中心园区需要800万英里光纤 [7] - 该光纤长度可绕地球赤道320圈或连接纽约州所有独栋住宅 [8] 技术发展机遇 - 服务器背板采用玻璃可提升能效和晶圆利用效率 [10] - 纵向扩展(scale up)市场规模是横向扩展的2-3倍 [11] - 公司正全力投入相关技术创新 [10] - 数据中心互联推动长途网络重建需求 [12] 消费电子业务 - 移动消费电子产品采用更多康宁创新技术且价值量提升 [13] - 获得苹果2.5亿美元投资专门用于移动消费电子研发设施 [17] 新能源业务布局 - 在密歇根州建设美国最大原生多晶硅晶圆工厂 [14] - 太阳能业务季度运行率约2亿美元 [14] - 预计到明年末运行率将提升至三倍 [14] 地缘政治影响 - 美国市场90%收入来自本土生产产品 [16] - 仅1%在美销售产品在中国制造 [16] - 关税政策对公司影响极小 [15] 资本配置策略 - 苹果投资释放股东资本可用于其他创新领域投资 [18] - 释放资金将重点投入网络纵向扩展等创新项目 [18]

[Music] Thanks to all my terrific new friends here at Corning Plant in Howardsburg, Kentucky. I want to thank Tim Cook from Apple and Wendel Weekes, the chairman and CEO of Corning. What a great time.I hope you had as good a time as I did. Thank you so much for your hospitality. Just remarkable.I'd like to say there's always a market somewhere and I promise I'll find it just for you right here on Mad Money. I'm Jim Kramer and I will see you Monday. [Applause] [Music] [Music]. ...

[Music] We came here to Harrodsburg, Kentucky to check out Corning's facility that will soon produce all the cover glass for the iPhone and the Apple Watch thanks to a major upcoming expansion. Earlier today, I got the chance to speak with Wendell Weekes. He's the chairman and CEO of Corning and Tim Cook, the CEO of Apple.Take a look. Well, Tim and Wendell, this is just an incredible place. And I want to start with Wendell, our host, to say, "What the heck are we doing in Harrisburg, Kentucky?" Well, a, you ...

投资决策与战略布局 - 苹果公司投资25亿美元在康宁肯塔基工厂制造玻璃 用于iPhone和Apple Watch全部玻璃组件[1] - 投资决策基于创新性、成本控制和产品质量三大核心因素 库克对投资回报表示高度信心[1] - 该工厂将成为世界领先的高度专业化玻璃制造基地 产能预计提升至三倍水平[3] 技术优势与产品特性 - 康宁陶瓷盾（ceramic shield）技术具备轻薄与高耐用性双重特性 新一代产品强度较初代提升50%[2] - 康宁与苹果合作关系始于2007年首代iPhone 长期提供玻璃材料[1] 就业与经济效益 - 苹果投资将使工厂劳动力规模扩大50% 直接创造就业机会[2] - 本土制造形成经济活动中心 不仅带动工厂就业更促进当地商业生态发展[3] 企业传承与创新演进 - 肯塔基工厂自1952年运营至今 存在三代同厂工作的员工家族[4] - 当前生产技术相比1950年代已发生根本性变革 体现传统制造企业的持续创新转型[4]

We recently published 13 Latest Stocks on Jim Cramer’s Radar. Corning Incorporated (NYSE:GLW) is one of the stocks Jim Cramer recently discussed. Corning Incorporated (NYSE:GLW) is a glass manufacturer that caters to the needs of the smartphone, telecommunications, and other industries. It has been in the news over the past couple of months primarily due to being Apple’s supplier for the iPhone. Corning Incorporated (NYSE:GLW)’s shares benefited from Apple’s $600 billion US investment in August, which inc ...

CANADA - 2025/03/11: In this photo illustration, the Corning Incorporated logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)SOPA Images/LightRocket via Getty Images Corning (GLW) stock is on a serious roll, having jumped 12% over seven straight days. That’s an impressive gain, adding about $7.6 billion to the company’s value and bringing its total market cap to roughly $64 billion. In fact, so far this year, Corning is up over 60%, f ...

Key Takeaways Corning's Optical Communications revenues hit $1.56B in Q2, up 41% year over year.Enterprise network sales grew 81% and shipping of data center products doubled in Q2 compared to Q1 levels.AI-driven demand and carrier fiber expansion are set to boost Corning's growth.Corning Incorporated (GLW) is benefiting from healthy traction in the Optical Communications segment. The company generated $1.56 billion in revenues from this segment in the second quarter, registering impressive growth of 41% ye ...