GLW
Corning Incorporated知名基金持仓
无知名基金持仓
源:大 V
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源:细分
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- earnings_transcript4
- x_account1
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更新于 18h ago季节性
(窗口:10yr Avg) · 1 天前更新内部人交易 (180天)
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Breaking: Andrej Karpathy just filed his Q1 2026 13F. Here's everything you need to know about his recent 13F Top 10 positions: 1. VanEck Semiconductor ETF - $SMH - [Put] — $2.04B 2. Nvidia - $NVDA - [Put] — $1.57B 3. Oracle - $ORCL - [Put] — $1.07B 4. Broadcom - $AVGO - [Put] — $1.01B 5. Advanced Micro Devices - $AMD - [Put] — $969M 6. Bloom Energy - $BE — $879M 7. SanDisk - $SNDK — $724M 8. Micron - $MU - [Put] — $584M 9. CoreWeave - $CRWV — $556M 10. Taiwan Semiconductor - $TSM - [Put] — $535M New positions: • $SMH , $NVDA , $ORCL , $AVGO , $AMD , $MU , $TSM , $ASML , $INTC , $GLW — all puts • $MU [Call] — $422M • $TSM [Call] — $355M • $SNDK [Call] — $389M Summary: He kept his AI infrastructure longs and opened $8.45B in new puts against tech and semiconductor
Headlines · 15 from seekingalpha_rss
- seekingalpha_rss1dS&P 500 hits new record high while VIX falls to a 4-month low on U.S.-Iran news
- sa_article8dThis Is Why Corning's Stock Keeps Springing To The Upside
- sa_news18dCorning, Fedex, C.H. Robinson Worldwide added to Bank of America's US 1 list
- sa_article23dCorning: Partnership With Nvidia May Lead To A Re-Rating To The Upside, Keep Riding
- sa_news23dCorning unveils long-term deal with Nvidia to boost optical connectivity, build US plants
- sa_news23dCorning raises and extends Springboard targets, outlines new growth phase
- sa_press_release23dCorning Upgrades and Extends Springboard Plan, Outlines New Phase of Accelerating Growth
- sa_news29dCorning declares $0.28 dividend
- sa_press_release29dCorning Announces Quarterly Dividend
- sa_press_release30dCorning's Angela Haneklau Named Inaugural Recipient of Graybar's WINGS Luminary Award
- sa_article30dCorning Sees Long-Term Tailwinds In Optics, Underwhelmed With Guidance
- sa_news31dCorning plans Springboard upgrade through 2030 while forecasting Q2 sales about $4.6B and EPS $0.73-$0.77
- sa_news31dCorning falls after Q2 sales outlook misses estimates
- sa_news31dEarnings Snapshot: Corning beats Q1 expectations, but guidance disappoints
- sa_news31dCorning Non-GAAP EPS of $0.70 beats by $0.01, revenue of $4.35B beats by $40M