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StocksHigh Impact•13 February 2026•

1 min read

Corning Shares Soar 50% on $6 Billion Meta Deal and AI Infrastructure Demand

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Corning (GLW) shares have experienced a massive rally, surging over 50% year-to-date in 2026 due to accelerating demand for AI infrastructure. This significant growth is primarily driven by a landmark $6 billion multiyear fiber optic supply deal with Meta Platforms to support its next-generation AI data centers. The company’s strong performance is further bolstered by Q4 earnings that exceeded margin targets, reflecting robust execution and market positioning. In response to this momentum, Corning has upgraded its "Springboard" strategic plan, now targeting $11 billion in incremental annualized sales by 2028. Analysts view the partnership with Meta as a major validation of Corning's critical role in the global AI buildout. As hyperscalers continue to invest heavily in connectivity, Corning remains well-positioned to capitalize on the evolving technological landscape.