Jim Cramer Revealed His Big AI Investing Fear & Discussed These 5 Stocks

3. Corning Incorporated (NYSE:GLW)

Number of Hedge Fund Holdings in Q4 2025: 85

Optical connectivity equipment manufacturer Corning Incorporated (NYSE:GLW)’s shares are up by 324% over the past year and by 123% year-to-date. Several analysts have discussed the firm recently. For instance, Morgan Stanley raised the share price target to $140 from $127 and kept an Equal Weight rating. The bank commented that Corning Incorporated (NYSE:GLW) could benefit from growing interest in the optical telecommunications sector. Bank of America also raised the share price target, as it bumped it to $186 from $155 and kept a Buy rating. As for Cramer, he has been optimistic about Corning Incorporated (NYSE:GLW) since the second half of 2025. The CNBC TV host’s initial enthusiasm stemmed from the firm’s partnership with Apple. Then, amidst the ongoing AI build out, he continuously remarked that Corning Incorporated (NYSE:GLW) could replace copper in data centers with glass. In this appearance, Cramer briefly mentioned the firm’s CEO:

“Remember he’s on the board of Amazon. His partners are Apple, the [inaudible] glass at Harrodsburg, Kentucky. . .”