An interesting earnings preview on $GLW, one of the data-center connectivity infrastructure companies I strongly support, with exposure spanning both inside the data center and DCI. Optical fiber and connectivity serve as the circulatory system of AI infrastructure, carrying data across increasingly large and fiber-dense computing clusters. Corning has signed a multiyear agreement worth up to $6 billion with $META, established major partnerships with $AMZN and $NVDA ( and secured two additional undisclosed hyperscaler agreements reportedly similar in size and duration to the Meta deal. The next question is no longer whether demand exists. It is how quickly these agreements translate into Optical Communications revenue, margin expansion and manufacturing capacity. Corning will report its second-quarter results before the market opens on July 28, followed by its earnings call at 8:30 a.m. ET.