GLW - Josh Brown: This 'Low-Key Misunderstood' Stock Is Just 'Waiting To Be Discovered' As An AI Play | Benzinga
Ritholtz Wealth Management’s Josh Brown identified an under-the-radar stock that he believes will play an essential role in the AI, data center buildout story.
What Happened: Thursday on CNBC’s “Fast Money Halftime Report,” Brown made the case for buying Corning Inc (NYSE:GLW) shares at current levels, suggesting that the stock is being criminally overlooked as an AI play.
“You absolutely cannot do GPUs, cannot do data center buildouts without glass,” Brown said.
Corning is a materials company focused on glass science, ceramic science and optical physics. Brown noted glass is needed to produce optical fiber ...