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Apple iPhone Pro lead times dropped, but Deepwater Asset Management's Gene Munster still sees a solid start.
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John Moolenaar asks the US Defense Department to add 58 Chinese schools and 62 technology labs to its research funding restrictions list.
The article compares two industrial stocks: Caterpillar, a construction and mining equipment titan with record backlog and growing dividends, versus Corning, a materials science leader benefiting from AI data center demand. While Caterpillar offers proven industrial exposure with reliable income, Corning's optical communications business is growing over 30% year-over-year with ambitious revenue targets of $20B by end-2026, $30B by 2028, and $40B by 2030. The author recommends Corning for patient investors seeking exposure to AI infrastructure growth.
Apple fell on reports of 15% iPhone 18 Pro order cuts, but Bespoke says this happens every year — and the stock recovers.