What did Jim Cramer say about Corning and AI data centers?

Jim Cramer said glass-based fiber is better suited than copper for AI-scale data centers because it delivers higher speed and lower power per bit. That aligns with growing demand for data center optics. His view put a spotlight on GLW stock as investors assess long-term fiber adoption.

Is GLW stock an AI play or a traditional materials name?

GLW stock bridges both. Corning is a materials company, but its Optical Communications segment sells fiber, cables, and hardware that serve cloud and AI data centers. The AI link is through faster, more efficient interconnects. Execution in optics and the pace of hyperscaler capex drive the AI sensitivity.

How does glass compare to copper in data center networks?

Fiber glass supports much higher bandwidth and longer distances with lower signal loss than copper. It can reduce power and cooling needs by enabling efficient links and fewer repeaters. While fiber may carry higher upfront costs, it often lowers total cost per gigabit over time and simplifies upgrades to faster speeds.

Are valuations for GLW stock stretched right now?

GLW trades near 58x earnings and about 66x free cash flow, with price to sales around 5. Those are rich multiples that assume durable growth in optics. If orders or margins slow, the stock could compress. Strong optical growth and cash generation would help support the current valuation.

When is Corning’s next earnings and what should investors watch?

Corning reports on 2026-01-28 at 13:30 UTC. Watch Optical Communications revenue, orders, pricing, and comments on 400G to 800G deployments. Investors should also track margins, inventories, and capital plans, since these will shape cash flow and guide how GLW stock trades into 2026.

Global Market Insights

GLW Stock Today: January 04 – Cramer’s Fiber Push Puts AI Optics in Focus

ByHuzaifa Zahoor January 4, 2026January 4, 2026

GLW stock is in focus after Jim Cramer spotlighted Corning’s push to replace copper with glass in AI data centers. Investors see a clear link to rising data center optics demand. Recently, GLW stock closed at $90.67, up $3.11 or 3.55%, within a $88.14 to $90.72 intraday range and below its $96.64 52-week high. Shares trade above the 50-day average of $86.44 and the 200-day of $65.37. With AI capex strong, the story centers on throughput, power savings, and total cost versus copper.