CNBC Investing Club: Cramer’s Morning Take on Corning 5/6/26

Squawk on the Street

CNBC

News, Investing, Business

4.0 • 566 Ratings

🗓️ 6 May 2026

⏱️ 3 minutes

🔗️ Recording | iTunes | RSS

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Summary

The Club says this materials company will have a strong growth story through the decade. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here: cnbc.com/morningtake CNBC Investing Club Disclaimer

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0:00.0	Jim Kramer here to share a short preview of my take on the market from today's
0:06.5	members-only CNBC Investing Club morning meeting.
0:09.0	Join the club for full access to the morning meeting every day at 1020 a.m.
0:14.7	Visit CNBC.com slash morning take to sign up today.
0:19.8	That's one word, morning take. This up today. That's one word morning tape.
0:23.4	This morning is this very big deal with Corning and Invidia.
0:27.8	It does matter.
0:29.0	Yeah, it's a great multi-year commercial and technology partnership.
0:33.2	It's going to dramatically expand U.S.-based manufacturing for advanced optical connectivity
0:38.1	solutions to power next generation Gen.
0:42.7	A.I. infrastructure.
0:44.1	Corning is going to increase its optical connectivity manufacturing capacity by 10x.
0:49.7	10x.
0:50.3	And expand U.S. fiber production capacity by more than 50% to meet the accelerating demand for AI factory buildouts.
0:58.2	NVIDIA invested 500 million in Corning.
1:01.7	They also get warrants to buy up to 15 million shares at a strike of 180.
1:06.2	A little surprised to see the stock trading below that.
1:09.2	It's not like they're offering this stuff.
1:29.4	Yeah. Investor Day is also going on for Corning. We'll have more on that. You know, today tomorrow. Now, just, you know, I bumped into Corning, so to speak, when it's been a lot of time with one of the weeks. The CEO, won't stand a CEO, by the way, when I was down in Harrodsburg, Kentucky,
1:33.8	looking at their gorilla glass plant, which is for Apple.
1:34.2	Right.
1:37.3	And he was saying, listen, Jim, study our fiber.
	...

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