Independent research on the U.S. markets, Baptista Research

Baptista Research

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. 

We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

Equity Bottom-Up

<ul><li>Corning has taken a pivotal step toward becoming a cornerstone of U.S. artificial intelligence infrastructure, securing a multiyear fiber-optic cable agreement with Meta Platforms valued at up to $6 billion.</li><li>The deal, announced in January 2026, establishes Meta as the anchor customer for Corning’s new generation of optical fiber, cable, and connectivity hardware tailored to support the backbone of AI data centers.</li><li>As demand for high-bandwidth, low-latency networks accelerates alongside the expansion of generative AI and hyperscale computing, Corning's role in this ecosystem is becoming increasingly promin ent.</li></ul>

Corning has taken a pivotal step toward becoming a cornerstone of U.S. artificial intelligence infrastructure, securing a multiyear fiber-optic cable agreement with Meta Platforms valued at up to $6 billion.The deal, announced in January 2026, establishes Meta as the anchor customer for Corning’s new generation of optical fiber, cable, and connectivity hardware tailored to support the backbone of AI data centers.As demand for high-bandwidth, low-latency networks accelerates alongside the expansion of generative AI and hyperscale computing, Corning's role in this ecosystem is becoming increasingly promin ent.

Corning’s Meta Partnership Signals A New Era For U.S. AI Connectivity; What Lies Ahead?

Corning Inc

Corning’s Meta Partnership Signals A New Era For U.S. AI Connectivity; What Lies Ahead?