(https://www.cnbc.com/2026/07/28/corning-glw-stock-optical-ai.html) and Wall Street is doing the lazy read: hyperscalers cutting capex. But the real damage is structural. Corning reported net margins of roughly 23% on its latest quarterly results—solid, but exposed to exactly the tariff shock hitting optical component input costs. [Section 301 tariffs sweeping nearly all U.S.

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