Corning Keeps Winning & The Underwater Arms Race

Episode 202: Today, Ann explores the multibillion-dollar agreement between Corning and Amazon to help build out the tech giant’s next generation of U.S. AI data centers – and why Corning has emerged as one of the AI boom’s most unexpected winners. Then, we dive into earnings from Campbell's and Optical Cable Corporation. Also: Marvell Technology secures a spot in the S&P 500. Finally, we answer a listener question and survey the companies racing to stake their claim underwater.

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Stocks mentioned:

$GLW $AMZN $MRVL $CPB $OCC $OII $GD $TDY 

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