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Bond market volatility has pushed government yields in major economies to multi year highs, which keeps borrowing costs in focus for every sector. At the same time, the physical plumbing of artificial intelligence is still being built out, from power hungry data centers to high grade connectivity. This creates a targeted way for you to focus on AI’s “picks and shovels.” This article highlights three stocks from that infrastructure theme. The three stocks in this article are just a starting...

The day before Nvidia reports earnings that analysts expect to roughly double year over year, OpenAI dropped a chip benchmark that rattled the AI hardware world and forced a question no investor wanted to sit with overnight.

CLS raises 2026 outlook as AI infrastructure demand, networking programs and stronger customer visibility fuel expectations for faster 2027 growth and margin gains.

Celestica Inc (CLS) reports a 62% revenue surge and raises its full-year outlook, driven by robust demand in AI and networking sectors.

Celestica (NYSE:CLS) reported second-quarter 2026 revenue and adjusted earnings per share above the high end of its guidance, supported by demand for AI infrastructure and networking programs. The company also raised its full-year outlook and said it expects revenue growth to accelerate in 2027. Se

Moby summary of Celestica Inc.'s Q2 2026 earnings call

July 28 (Reuters) - Futures tracking Canada's blue-chip stocks were muted on Tuesday, as investors assessed corporate earnings and monitored developments in the Middle East conflict.

Celestica (CLS) delivered earnings and revenue surprises of +10.92% and +8.08%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Celestica (CLS.TO, CLS) reported second-quarter adjusted earnings of $2.54 per share after the marke

GNRC heads into Q2 with C&I growth, strong data center backlog and improving margins offset by softer residential demand.

Celestica is reporting Q2 earnings on July 27, and the setup heading into that print raises a question most investors have not asked yet: what happens when a pick-and-shovel AI play trades at a discount to its own growth rate with 20 of 21 analysts already bullish?

AGYS' Q1 hinges on subscription growth, Marriott deployment progress and early updates on its new AI-driven modules.

INTC's Q2 earnings may get support from stronger data center and AI revenues as Xeon demand, AI infrastructure and hyperscaler deals fuel growth.

INTC's Q2 results could get a lift from stronger processor sales as AI PCs, new chip launches and enterprise refresh trends support client computing.

SNPS tops Q2 estimates as revenues surge 42%, driven by strong Design Automation growth and contributions from Ansys.

HP beats Q2 earnings estimates as revenues climb 9% year over year, driven by strong Personal Systems growth and regional gains.

Celestica (CLS) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

DOX beats Q2 earnings and revenue estimates. Growth across regions and backlog expansion support its updated fiscal 2026 guidance.

LASR jumps nearly 15% after Q1 earnings crush estimates as revenues surge 55% on strong aerospace and defense demand.

DHX beats Q1 estimates as ClearanceJobs growth and cost cuts lift margins, even as Dice revenues and customer counts decline.

Among the best stocks in earnings performance, Comfort Systems has a pristine 99 EPS Rating, the highest in IBD's air conditioning and heating products industry group.