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Celestica's earnings outlook is climbing faster than its revenue outlook, and the operating leverage behind that gap, built on design-led, higher-value work, is what could carry the stock higher.
TTM Technologies gains traction in missile defense programs as rising defense spending boosts demand for radar and RF electronics.
Dow futures fell as oil prices and Treasury yields jumped. AI chip plays Applied Materials, Nvidia and Cerebras retreated. The Trump-Xi summit is over.
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