• Corning’s Q3 earnings were good, with sales and EPS increasing and strong Q4 guidance
• But its stock is trading significantly lower since June
• Corning’s CEO was asked today about the durability of AI-related demand

Corning had another good quarter, according to its Q3 2026 earnings report today. But the company’s stock remains low at about $126 per share, compared to its high of about $221 per share in June. Apparently, investors are worried that all Corning’s business from AI might not materialize if there’s an AI bust. Or worse, if AI creates a catastrophic disaster.

Today, Corning reported that year over year it grew sales 19% to $5.1 billion and grew earnings per share (EPS) significantly faster at 36% to…