# Corning Keeps Winning & The Underwater Arms Race Page: https://stenobird.com/podcast/brew-markets-7451311/corning-keeps-winning-the-underwater-arms-race Text version: https://stenobird.com/podcast/brew-markets-7451311/corning-keeps-winning-the-underwater-arms-race.md Podcast: [Brew Markets](https://stenobird.com/podcast/brew-markets-7451311) Published: 2026-06-08T21:08:00+00:00 Episode link: https://tracking.swap.fm/track/bHsDpvy53mYwJpnc1UL5/traffic.megaphone.fm/MOBI6029630997.mp3 Audio file: https://tracking.swap.fm/track/bHsDpvy53mYwJpnc1UL5/traffic.megaphone.fm/MOBI6029630997.mp3 Processing state: not_requested JSON: https://stenobird.com/v1/public/podcasts/brew-markets-7451311/episodes/corning-keeps-winning-the-underwater-arms-race Duration seconds: 1187 ## Resource Episode 202: Today, Ann explores the multibillion-dollar agreement between Corning and Amazon to help build out the tech giant’s next generation of U.S. AI data centers – and why Corning has emerged as one of the AI boom’s most unexpected winners. Then, we dive into earnings from Campbell's and Optical Cable Corporation. Also: Marvell Technology secures a spot in the S&P 500. Finally, we answer a listener question and survey the companies racing to stake their claim underwater. Check out: Liquid.Trade/BrewMarkets www.brewmarkets.com Subscribe to the Brew Markets newsletter: https://www.morningbrew.com/brew-mark... Follow Brew Markets on social: Instagram: instagram.com/brewmarkets TikTok: tiktok.com/@brewmarkets X: x.com/brewmarkets Follow Ann Berry on social: Instagram: instagram.com/annberry_nyc X: x.com/AnnBerry_NYC Listen to Brew Markets Here: swap.fm/l/9Qk4z73Z2nEwFiCB4qee Watch Brew Markets Here:⁠ https://www.youtube.com/@BrewMarkets Stocks mentioned: $GLW $AMZN $MRVL $CPB $OCC $OII $GD $TDY The content shared on this podcast is for informational and entertainment purposes only and should not be considered financial, legal, or investment advice. Brew Markets, Morning Brew and their hosts are not licensed financial advisors. Listeners should conduct their own research and consult with qualified professionals before making any financial decisions or investments. The views expressed are those of the hosts and guests and do not necessarily reflect the views of Morning Brew or its affiliates. This podcast may include paid endorsements or sponsorships Learn more about your ad choices. Visit megaphone.fm/adchoices ## Actions - request_transcript: `POST https://stenobird.com/v1/public/podcasts/brew-markets-7451311/episodes/corning-keeps-winning-the-underwater-arms-race/transcription-requests` — Idempotently request low-priority transcript generation for this episode. - read_markdown: `GET https://stenobird.com/podcast/brew-markets-7451311/corning-keeps-winning-the-underwater-arms-race.md` — Read the agent-friendly Markdown representation of this episode resource. A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed. ## Transcript Full transcripts are not published on public pages unless there is a clear rights basis.