apple, meta and scale ai Updates

Several companies are experiencing growth and adapting strategies due to the increasing demand for AI technologies. Corning's stock is soaring, driven by strong earnings and increased demand for its optical communication products and Gorilla Glass, with revenue jumping 41% to $1.57 billion in optical communications and overall sales climbing 12% to $4.05 billion. Analysts also suggest Apple's potential foldable iPhone in 2026 could further boost Corning's growth. However, Apple faces its own challenges, including tariffs, competition in China, and slower AI development compared to its competitors, even as iPhone sales are expected to have increased by 2.2%. Meta is making significant AI investments, including a $14.3 billion investment in Scale AI, and is seeing revenue climb to $47.5 billion. Meta has also established Meta Superintelligence Labs (MSL) to focus on artificial general intelligence (AGI). Qualcomm anticipates strong sales due to AI chip demand, though Apple's plan to use its own modem chips could impact revenue. Panasonic's battery unit is also benefiting from AI investments, with profits up 47% due to demand for energy storage systems in data centers, even as they navigate challenges from tariffs. Several companies like Vishay Intertechnology, Booz Allen Hamilton, and Lenovo Group are highlighted as AI dividend stocks offering growth potential. Alternative AI stocks like IREN Limited, TSS, and Innodata are also presented as potentially undervalued options compared to Palantir. Caspian, an AI startup, secured $5.4 million to streamline global trade with its AI-powered customs compliance platform. The YieldMax AMD Option Income Strategy ETF (AMDY) is designed to provide monthly income from AMD's AI growth, as AMD resumes AI chip exports to China. Celestica is experiencing significant revenue growth, up 82% in Q2 2025, as a key player in the AI supply chain, while Happiest Minds reported strong Q1FY26 results, with its GenAI business service now profitable.

Key Takeaways

• Corning's stock is rising due to high demand for optical communication products used in AI data centers, with optical communications revenue up 41%.
• Apple faces challenges from tariffs, competition in China, and slow AI development, despite an expected 2.2% increase in iPhone sales.
• Meta is heavily investing in AI, including a $14.3 billion investment in Scale AI, and has created Meta Superintelligence Labs (MSL) to develop AGI.
• Qualcomm forecasts strong sales due to AI chip demand but warns of potential revenue impact from Apple using its own modem chips.
• Panasonic's battery unit saw a 47% profit increase due to AI investments and growing demand for energy storage systems in data centers.
• Vishay Intertechnology, Booz Allen Hamilton, and Lenovo Group are highlighted as AI dividend stocks with growth potential.
• Caspian raised $5.4 million to streamline global trade using its AI-powered customs compliance platform.
• The YieldMax AMD Option Income Strategy ETF (AMDY) aims to provide monthly income from AMD's AI growth.
• Celestica's revenue increased by 82% in Q2 2025 due to increasing demand for AI hardware and data center infrastructure.
• Happiest Minds reported strong Q1FY26 results, with its GenAI business service now profitable, driven by US banks' digitization efforts.

Corning stock jumps on strong earnings and AI optical sales boost

Corning's stock rose 13% after reporting strong second-quarter 2025 earnings. The company's sales and profits increased due to high demand for optical communication products used in AI. Optical communications revenue jumped 41% to $1.57 billion. Analysts raised Corning's stock price targets, and a foldable iPhone in 2026 could further boost Corning's growth.

AI boosts Corning's data center sales and stock forecast

Corning is seeing a big increase in demand for its optical gear because of AI. The company's sales climbed 12% to $4.05 billion, beating expectations. Corning expects third-quarter sales to reach $4.2 billion. CEO Wendell Weeks said more customers are using Corning's US manufacturing to upgrade networks. Corning's mobile glass business, which includes Gorilla Glass, is also doing well.

Corning stock soars as AI and smartphone glass demand rises

Corning's stock jumped after the company's second-quarter results beat expectations. The company makes glass for smartphones, TVs, and fiber optic cables for AI data centers. Sales rose 19% to $3.86 billion, driven by a 41% increase in optical communications sales. Analysts believe Corning could also benefit from Apple's potential foldable iPhone in 2026.

Corning expects strong sales growth thanks to AI demand

Corning expects strong third-quarter sales because of growing demand for its products used in AI. The company's shares increased by 6% after the announcement. Corning makes cables and connectors for data centers. CEO Wendell Weeks said that customers want to use Corning's US manufacturing facilities. Corning also makes Gorilla Glass for phones like the iPhone 15.

Apple faces pressure from tariffs and slow AI development

Apple's upcoming earnings report is expected to show a 4.2% revenue increase to $89.34 billion. However, the company is dealing with US tariffs, competition in China, and slow progress in AI. To avoid tariffs, Apple moved some iPhone production to India. iPhone sales are expected to have increased by 2.2%, helped by demand in China. Apple is behind in AI development compared to other companies.

Qualcomm forecasts strong sales due to AI chip demand

Qualcomm predicts sales will be higher than expected because of growing AI in devices. The company is the biggest supplier of modem chips for smartphones. However, Qualcomm warned that Apple's plan to use its own modem chips will hurt Qualcomm's revenue. Qualcomm expects revenue between $10.3 billion and $11.1 billion for the September quarter. CEO Cristiano Amon expects increased business supplying chips for augmented reality glasses like Meta Ray-Bans.

Panasonic's battery profits rise with AI boom offsetting tariff impact

Panasonic's battery unit saw a 47% increase in profit because of AI investments. The company makes batteries for Tesla and other electric vehicle makers. Demand for energy storage systems for data centers is growing faster than expected. Panasonic maintained its full-year profit forecast for the energy unit at 167 billion yen. However, the company may reduce its EV battery sales forecast for North America due to tariffs and tax credit changes.

Panasonic Energy profits jump 47% thanks to AI demand

Panasonic's battery division reported a 47% increase in first-quarter profit, driven by AI investments. The company produces batteries for Tesla and other EV manufacturers. While U.S. tariffs and the end of electric vehicle tax credits pose challenges, demand for energy storage systems in data centers is rising. Panasonic is maintaining its full-year operating profit forecast of 167 billion yen. The company is also investing in new battery technologies to compete with rivals like CATL and LG Energy Solution.

Three AI dividend stocks with potential for big gains

These three AI dividend stocks offer both growth potential and income. Vishay Intertechnology makes parts for AI servers and pays a 2.32% dividend. Booz Allen Hamilton is a government contractor involved in defense intelligence and offers a 2.03% dividend. Lenovo Group sells AI PCs and builds servers for data centers, paying a 3.69% dividend. These stocks are cheaper than many popular AI stocks.

Three AI stocks offering growth at reasonable prices

These three AI stocks offer growth at reasonable valuations compared to Palantir. IREN Limited is a crypto miner that is moving into AI infrastructure. TSS is a data center stock that has grown rapidly thanks to a partnership with Dell. Innodata organizes data for AI and has major companies as clients. These stocks may offer better value for investors.

Caspian raises $5.4M to streamline global trade with AI

Caspian, an AI startup, raised $5.4 million to help businesses with customs compliance. The company's AI platform automates duty drawback and trade advisory services. It helps businesses claim refunds on import duties. The platform analyzes shipping data and submits claims quickly. Caspian is approved by U.S. Customs and partners with brokers and freight forwarders.

AMDY ETF offers monthly income from AMD's AI growth

The YieldMax AMD Option Income Strategy ETF (AMDY) aims to provide high monthly income. It invests in AMD, a chip maker competing with NVIDIA in AI. Recent positive news for AMD includes resuming AI chip exports to China and a possible price increase for its MI350 AI accelerator. AMDY uses a covered call strategy to generate income, suitable for investors confident in AMD's growth.

Celestica: A key player in the AI supply chain

Celestica is a company that helps design, manufacture, and manage supply chains. The company's business is growing because of the increasing demand for AI hardware. Celestica's revenue increased by 82% in Q2 2025 due to data centers building AI infrastructure. The company partners with hyperscalers and focuses on product innovation. Celestica's localized production strategy helps reduce risks from trade tensions.

Happiest Minds sees success with AI and efficient sales strategies

Happiest Minds reported strong Q1FY26 results, with a total income of \u20b9579.93 crore. The company's GenAI business service is now profitable. Happiest Minds is benefiting from US banks' push for digitization. The company is also seeing growth in healthcare and the Indian market. Happiest Minds is focused on training and efficiency, and expects to continue growing in FY26.

Meta's AI investments drive earnings and reshape competition

Meta's Q2 2025 earnings showed a shift towards AI, with revenue reaching $47.5 billion. The company is investing heavily in AI, including a $14.3 billion investment in Scale AI. Meta created Meta Superintelligence Labs (MSL) to focus on building artificial general intelligence (AGI). The company's AI-powered tools are improving ad performance. Meta's AI strategy aims to compete with OpenAI and Google.

Sources

• Corning shares surge 13% on strong Q2 2025 results, AI-driven optical sales
• Corning Sees Demand Climb On AI-Driven Data Center Sales
• Corning Stock Pops as Smartphone Glassmaker and AI Boom Beneficiary Tops Expectations
• Corning Expects Strong Q3 Sales Boosted by AI Demand - News and Statistics
• Apple earnings under pressure from tariffs, slow AI roll-out
• Qualcomm forecasts sales above Wall Street estimates, bets on AI use to drive chip demand
• Panasonic's battery unit profit grows 47% y/y in Q1 on AI boom
• Panasonic Energy Q1 profit grows 47% year-on-year on AI boom
• These 3 AI Dividend Stocks Have 100% Upside Potential
• Missed Palantir? These 3 AI Stocks Offer Growth at a Reasonable Valuation
• Caspian Secures $5.4M Seed for AI Global Trade Advisory
• AMDY: Turn AMD's AI Boom Into Monthly Income (NYSEARCA:AMDY)
• Strategic Investment in AI Supply Chains: Why Celestica Deserves a Closer Look
• Happiest Minds CEO: Strategic bets on AI, sales engine and efficiency are paying off
• Meta's AI-Driven Transformation: Fueling Earnings and Reshaping the AI Arms Race