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Corning (GLW) shares rallied following an upgraded long-term outlook from analysts, who pointed to the company's leadership position in adapting to major technology transitions, including optical components tied to AI data-center buildouts. The upgrade adds Corning to the list of companies benefiting from investor interest in the AI infrastructure supply chain. Commentary emphasized Corning's historical ability to navigate shifting technology cycles as a key advantage supporting its improved outlook, as the company positions itself alongside peers like Lumentum and Coherent in serving surging optical networking demand.