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Dear Reader, In 2014, I recommended my readers put a big chunk of their retirement money into one stock: Nvidia. Anyone who followed that recommendation is up more than 45,000% at this point. I've spent 60 years on Wall Street. I built one of Wall Street's most well-known tools – Chaikin Money Flow indicator. Even Jim Cramer said he's learned never to bet against me given my decades long track record of picking stock market winners. Now I've unearthed what I believe could be an even better retirement stock for the years ahead — and today I'm going to share the details, totally free of charge. (Click here to get the specifics.) Here's the single biggest reason why. This company is sitting on three fast-growing businesses, and each one could be spun off into a separate publicly traded company. If that happens — and I believe the next 12 to 24 months are when it could — anyone holding this stock beforehand could have those spinoff shares deposited into their account automatically. In other words, one ticker today could become three tickers tomorrow. That's the kind of setup that almost never appears in a stock this size. And Wall Street still considers this company a "dark horse" in the AI race. It shouldn't when its autonomous vehicle division is already being called the "undisputed leader" against Tesla. And it's streaming service has 10X greater reach than Netflix. Yet most investors have no idea it's even in those businesses. The market is pricing this as one ordinary company instead of three extraordinary ones. There's also a dividend — which is rare for a high-growth technology company. Most AI names pay nothing at all. In my new presentation, I explain everything you need to know — including why a major event that just occurred in AI's frontier labs put this company at the top of my buy list. That's why I believe this might be the greatest retirement stock in America right now. Click here to get the details of this amazing stock, totally free of charge. No credit card, no email required. Sincerely, Marc Chaikin
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Featured Story from MarketBeat.com
Meta Platforms’ Petal Cable Puts Corning at the Center of AI’s Bandwidth BoomWritten by Jeffrey Neal Johnson. Article Published: 9/22/2026. 
Key Points
- Meta Platforms unveiled Petal, a petabit-scale transoceanic subsea cable spanning roughly 7,000 kilometers between the United States and France, set for 2029 service.
- Corning Incorporated benefits from a multi-year, up to $6 billion supply agreement with Meta and an 80 million fiber mile deal with Verizon through 2032.
- Both stocks carry elevated valuations and risks, with Corning trading near 73 times trailing earnings and Meta facing regulatory hurdles and a recent earnings miss.
- Special Report: Porter flew 3,300 miles to investigate this system
As artificial intelligence (AI) models scale from billions to trillions of parameters, attention often centers on the power and size of silicon-based processing chips and graphics processing units. However, silicon faces a quieter physical barrier: data-transfer speed. Modern distributed training clusters cannot operate effectively when network links become congested by heavy data traffic. On Sept. 21, 2026, that part of the digital landscape shifted when Meta Platforms (NASDAQ: META) unveiled Petal, the first petabit-scale transoceanic subsea cable.
Spanning roughly 7,000 kilometers between the United States and France, the project marks a clear inflection point in the communications sector. Hyperscale software leaders are bypassing traditional commercial carriers to construct private, global utility networks. For investors tracking the next stage of infrastructure spending, this structural shift highlights opportunities across both software architects and specialized physical-layer equipment providers like Corning Incorporated (NYSE: GLW). The way this deep-sea pipeline connects to terrestrial data centers shows how capital spending is shifting from silicon-based chips to glass. Ocean Floor Optics: Meta's Subsea Utility PlayTraditional subsea cables transfer data at terabits per second. Petal changes the equation by targeting one petabit per second across transoceanic distances, doubling the bandwidth of existing subsea links. To accomplish this without doubling the cable's physical bulk or energy requirements, Meta Platforms adopted two-core optical-fiber technology alongside specialized partners such as NEC Corporation and Sumitomo Electric Industries. The cable is scheduled to enter commercial service in 2029. Why would an internet and software company spend substantial capital laying glass cables across the ocean floor? The answer lies in the distributed nature of frontier AI models. Synchronizing model weights across geographically separated facilities requires low latency and high data throughput. Relying on public commercial telecommunications carriers introduces bandwidth throttling, unpredictable transit pricing and security risks. By constructing private subsea conduits, Meta Platforms insulates its generative AI development from external transit constraints. Meta Platforms' balance sheet provides the foundation for this utility-scale deployment. Meta generates about $60 billion in annual net income and more than $41 per share in operating cash flow. With a conservative debt-to-equity ratio near 0.32, the company can self-fund multiyear capital projects through ongoing operating cash flow. Trading at around 28 times trailing earnings and roughly 26.5 times forward earnings, Meta stock offers investors a price-to-earnings-growth ratio near 1.2. This represents a reasonable entry valuation for an enterprise transforming digital advertising revenue into proprietary global physical infrastructure. Corning Holds the Glass KeysSubsea fiber lines cannot resolve bandwidth constraints on their own. Once a petabit-scale pipeline reaches a coastal landing station, that volume of data must travel inland to high-performance computing clusters without incurring latency penalties. At the campus level, data processing faces another physical hurdle: copper wiring reaches its signal-loss limits at extreme frequencies. High-density optical fiber must take over, running from landing hubs directly to server switches and individual processor racks. This physical-layer demand channels capital to specialized materials-science manufacturers. Corning serves as a primary backbone provider for domestic data center scale-outs. Meta Platforms established a multiyear supply agreement valued at up to $6 billion with Corning to supply optical fiber, cabling and connectivity hardware across its domestic facilities. The contract positioned Meta Platforms as the anchor customer for the manufacturing expansion Corning completed in Hickory, North Carolina. Commercial momentum for Corning extends across broader network partnerships. The optical specialist recently finalized an agreement with Verizon (NYSE: VZ) to supply more than 80 million fiber miles through 2032 to modernize carrier backhaul routes. At the component level, Corning demonstrated 1060 nm optical die-to-die connectivity alongside Qualcomm (NASDAQ: QCOM) and Lumentum (NASDAQ: LITE) at the ECOC 2026 conference. This architecture replaces intra-rack copper connections with high-density optical waveguides, enabling processors to communicate across server racks at optical speeds. Through its Springboard roadmap, Corning management targets $10 billion in enterprise optical revenue by 2030, supported by operating margins in its optical communications division that have expanded past 20%. Balancing High Multiples With Execution RealitiesWhile the strategic direction of the optical network buildout is clear, investors must weigh fundamental multiples and operational risks before deploying capital. Corning has gained about 81% year to date, driving its trailing price-to-earnings ratio to around 73, with a forward multiple of roughly 48. This elevated valuation prices in operating leverage under its long-term growth plan. If carrier capital expenditures soften or manufacturing input costs rise, Corning could experience temporary margin compression. Long-term supply contracts and customer-funded plant expansions provide steady revenue visibility for its core optical business. Meta Platforms' valuation appears more modest relative to historical tech multiples, but the business carries distinct operational risks. Meta missed consensus earnings estimates in its July earnings report by $1.01 per share despite 28% top-line revenue growth, illustrating how heavy research and capital expenditures can weigh on near-term profitability. Transoceanic infrastructure also faces complex regulatory hurdles, from environmental permits to international landing-station approvals and subsea maintenance logistics, before Petal enters service in 2029. Two Roads, One Cable: Positioning Portfolios for the Bandwidth BoomInvestors assessing the expansion of the physical AI grid can view the opportunity through two distinct corporate profiles:
The Ecosystem Architect: Meta Platforms provides exposure to a digital advertising cash engine that self-funds sovereign infrastructure, creating long-term structural cost advantages for decentralized model training and inference.
The Component Enabler: Corning Incorporated operates as a specialized equipment supplier, converting capital spending from software titans and telecom carriers into a multiyear optical product backlog.
Investors seeking to participate in this physical network transformation may want to monitor quarterly capital expenditure updates from hyperscale technology firms alongside operating margins in Corning's optical segment. Cautious investors might prefer to wait for price consolidation following recent stock rallies before building new long-term positions in either company.
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