Cramer Touts Corning as Key to Solving America's Energy Problems

The CNBC host believes the tech company's fiber optic solutions will be crucial for supporting AI data center expansions.

Published on Mar. 1, 2026

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During his daily CNBC Investing Club livestream, Jim Cramer highlighted Corning as a stock that can help address America's energy challenges. Cramer believes Corning's fiber optic cable and connectivity solutions will be essential for supporting the high capital expenditure plans of hyperscalers, which will drive demand for the company's products to enable AI data center expansions. Cramer suggested that the combination of Corning's fiber optics and Nvidia's chips will be a major tailwind for the company as the country works to solve its energy problems.

Why it matters

Cramer's endorsement of Corning as a key player in solving America's energy issues could drive increased investor interest and stock price appreciation for the company. As the country seeks solutions to its energy challenges, Corning's fiber optic technology appears poised to play a crucial role in supporting the infrastructure needed for AI-powered data centers and other energy-efficient technologies.

The details

Cramer highlighted Corning's recent 7% stock price gain after UBS increased its price target for the company to $160 per share, a new Street high. The analysts raised their sales and earnings forecasts for Corning based on the high capital expenditure spending plans from hyperscalers, which will drive demand for Corning's fiber optic cable and connectivity solutions to support AI data center expansions. Cramer believes there could be more capex revisions higher after Nvidia reports earnings next week, leading to additional contracts like Corning's recent fiber optic cable deal with Meta Platforms.

  • Cramer discussed Corning during his daily CNBC Investing Club livestream on Friday, February 20, 2026.

The players

Jim Cramer

The host of CNBC's Mad Money program and the CNBC Investing Club.

Corning

An American technology company that specializes in specialty glass, ceramics, and related materials.

Nvidia

An American multinational technology company that designs graphics processing units (GPUs) for the gaming and professional markets, as well as system on a chip units (SoCs) for the mobile computing and automotive market.

Meta Platforms

An American multinational technology conglomerate that owns social media platforms including Facebook, Instagram, and WhatsApp.

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What they’re saying

“The way we're going to solve the energy problem is it's going to be fiber within an Nvidia chip.”

— Jim Cramer, Host, CNBC Investing Club (CNBC)

What’s next

Investors will be closely watching Nvidia's upcoming earnings report, as Cramer believes it could lead to more capital expenditure revisions that could drive additional contracts and demand for Corning's fiber optic solutions.

The takeaway

Cramer's endorsement of Corning as a key player in addressing America's energy challenges highlights the company's critical role in supporting the infrastructure needed for AI-powered data centers and other energy-efficient technologies. As the country seeks solutions to its energy problems, Corning's fiber optic technology appears poised to be an important part of the solution.