Skip to contentHome page Seeking Alpha - Power to InvestorsApr 28, 2026, 3:15 AM ETGLW, SPHR, CALY, PRGOO’Keefe Stevens Advisory14 FollowersCommentsSummaryThe first quarter of 2026 was the first negative quarter for the S&P 500 since Q1 2025's tariff shock.On January 27, Corning and Meta announced a multi-year agreement worth up to $6 billion for optical fiber, cable, and connectivity for U.S. AI data centers, anchored at the Hickory, North Carolina, plant that Corning says will become the world's largest fiber-optic cable facility.Sphere's operating results continue to surprise us to the upside.Perrigo was our biggest loser in 2025 at -46%, and the pain continued into Q1.Olivier Le Moal/iStock via Getty ImagesThe following segment was excerpted from the O'Keefe Stevens Advisory Q1 2026 Investor Letter.WinnersCorning (GLW)Corning continued to do what we described in our Q3 2025 letter. On January 27, Corning and MetaThis article was written byO’Keefe Stevens Advisory14 FollowersO’Keefe Stevens Advisory, Incorporated provides value investment management and financial planning services to a clientele of like-minded, affluent families. O’Keefe Stevens Advisory follows a clearly defined and disciplined Investment Process. O’Keefe Stevens Advisory is registered with and regulated by the United States Securities and Exchange Commission. Note: This account is not managed or monitored by O’Keefe Stevens Advisory, and any messages sent via Seeking Alpha will not receive a response. For inquiries or communication, please use O’Keefe Stevens Advisory's official channels.CommentsTo ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser.Is this happening to you frequently? Please report it on our feedback forum.If you have an ad-blocker enabled you may be blocked from proceeding. Please disable your ad-blocker and refresh.