- What changed
- Qualcomm and Corning shares rallied following announcements of major infrastructure and partnership deals with Amazon and Verizon.
- Why you should care
- Infrastructure deal announcements signal continued strong spending on AI data centers beyond primary chipmakers.
- Your move
- Watch. Monitor ongoing capital expenditure trends in data center hardware.
- What to watch next
- Subsequent quarterly earnings reports from hardware providers to confirm sustained enterprise infrastructure spending.
- Event
- business move
- Event date
- Sep 8, 2026
- Relevant to
- General AI readers
