Jim Cramer Looked at 17 Stocks, Including Microsoft, CrowdStrike, and Salesforce

7. Corning Incorporated (NYSE:GLW)

Corning Incorporated (NYSE:GLW) was among the stocks Jim Cramer looked at as he discussed the recent bounce in software stocks. A caller highlighted that they purchased GLW shares back in December 2025, noted that the stock’s PE was around 55, and said it is up over 90%. Cramer replied:

Yeah, Corning, okay, so here’s the problem. You know, we own it for the Charitable Trust. We think that next year and the year after, the estimates are way too low because we think that glass, that fiber’s going to take over the whole data center, and that’s why we like Corning.

Corning Incorporated (NYSE:GLW) develops optical fiber, cables, and related hardware for telecommunications, and produces glass substrates for displays used in TVs, computers, and mobile devices. Moreover, it supplies specialty materials, emission control products, and laboratory equipment.

Cramer mentioned the stock during the March 27 episode when a caller asked him about which area of the AI and data center trade, semiconductors, energy, or infrastructure, he feels most confident in and his top three picks. The Mad Money host commented:

I’m going to have to go with build out, and I like GE Vernova, and I like Eaton. And then after that, I’m kind of torn. But I think that Corning, because it’s a fiber company and fiber’s taking over what copper was, is the best one.