As the artificial intelligence revolution accelerates, the industry has hit a physical barrier: traditional organic materials used to house the world’s most powerful chips are literally buckling under the pressure. Today, Intel (NASDAQ:INTC) has officially turned the page on that era, announcing the transition of its glass substrate technology into high-volume manufacturing (HVM). This development, [...]
Shares of glass and electronic component manufacturer Corning (NYSE:GLW) jumped 3.8% in the afternoon session after BofA raised its price target on the company's shares to $110 from $95 while keeping a Buy rating.
As the demand for generative AI pushes semiconductor design to its physical breaking point, a fundamental shift in materials science is taking hold across the industry. In a move that signals the end of the traditional plastic-based era, industry titans Intel and Samsung have transitioned into a high-stakes race to commercialize glass substrates. This "Glass [...]
The global artificial intelligence race has entered a new and high-stakes chapter as the semiconductor industry shifts its focus from transistor shrinkage to the "packaging revolution." As of mid-January 2026, Taiwan Semiconductor Manufacturing Company (TSM: NYSE), or TSMC, is locked in a frantic race to double its Chip-on-Wafer-on-Substrate (CoWoS) capacity for the third consecutive year. [...]
The end of the earnings season is always a good time to take a step back and see who shined (and who not so much). Let’s take a look at how home construction materials stocks fared in Q3, starting with Owens Corning (NYSE:OC).
As the 2026 trading year kicks into high gear, Wall Street is closely watching the latest reshuffling of Piper Sandler’s influential 'Macro Select' model. After a stellar 2025 that saw the model outpace the broader market by a significant margin, Chief Investment Strategist Michael Kantrowitz has signaled a definitive
In a sobering start to the 2026 calendar year, Apogee Enterprises (NASDAQ: APOG) reported third-quarter fiscal 2026 earnings that fell short of Wall Street expectations, sending shares tumbling and highlighting the persistent fragility of the non-residential construction market. While the company managed a modest 2.1% increase in total revenue,
Expensive stocks often command premium valuations because the market thinks their business models are exceptional.
However, the downside is that high expectations are already baked into their prices, leaving little room for error if they stumble even slightly.
Large-cap stocks have the power to shape entire industries thanks to their size and widespread influence.
With such vast footprints, however, finding new areas for growth is much harder than for smaller, more agile players.
The stocks in this article have caught Wall Street’s attention in a big way, with price targets implying returns above 20%.
But investors should take these forecasts with a grain of salt because analysts typically say nice things about companies so their firms can win business in other product lines like M&A advisory.
As of December 17, 2025, QuantumScape Corporation (NYSE: QS), soon to be listed on Nasdaq from December 23, 2025, stands as a prominent innovator in the electric vehicle (EV) battery sector. Headquartered in San Jose, California, the company is singularly focused on the development and commercialization of next-generation solid-state lithium-metal batteries. QuantumScape’s ambition is to [...]
Date: 12/11/2025 1. Introduction QuantumScape Corporation (NYSE: QS, soon to be Nasdaq: QS), headquartered in San Jose, California, stands at the forefront of developing next-generation solid-state lithium-metal battery technology. As of December 11, 2025, the company remains a significant focal point in the market due to its advanced technological breakthroughs, strategic milestones, and the transformative [...]
Wall Street’s bearish price targets for the stocks in this article signal serious concerns.
Such forecasts are uncommon in an industry where maintaining cordial corporate relationships often trumps delivering the hard truth.
