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Brasada Capital Management, an investment management company, released its Q2 2026 investor letter. A copy of the letter is available to download here. The market landscape in the past quarter has been significantly influenced by the rapid advancements in artificial intelligence (AI), overshadowing other concerns like geopolitical conflicts. Currently, the AI boom is so substantial […]

STM's Q2 beat and stronger AI data center demand point to accelerating growth, with management targeting more than $2B in 2027 data-center revenues.

F5 heads into Q3 earnings with hybrid multicloud, AI infrastructure demand and software growth in focus as investors watch if revenues meet guidance.

After a very strong 5 year run, Amphenol’s share price now sits in a zone where the Discounted Cash Flow (DCF) intrinsic value estimate and the earnings multiple checks both suggest the stock is roughly fairly valued rather than clearly cheap or clearly expensive. Amphenol has returned 369.1% over 5 years, which puts extra focus on whether today’s price still leaves enough room for investors to be comfortable with the current valuation. Recent coverage has highlighted growth linked to AI...

Corning's AI-driven optical business and solar growth support its outlook as Corning heads into Q2 earnings. Is the momentum enough to continue?

VICR's Q2 earnings and revenues beat estimates as Advanced Products and royalty income surged.

TEL tops Q3 earnings and revenue estimates as record orders, Industrial strength, and upbeat Q4 guidance highlight accelerating demand.

VRT is expanding AI-ready data center cooling capacity and raising 2026 guidance as manufacturing investments and acquisitions fuel growth.

ADP shares surge 23% in three months as margin expansion, strong earnings growth, steady dividends and solid liquidity boost investor confidence.

Amphenol (APH) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

CHTR heads into Q2 earnings with expectations for lower revenue, persistent broadband weakness and pressure on profitability.

The consulting giant is quietly using its balance sheet to buy its way into entirely new, product-led markets that could redefine its growth story.

CMCSA heads into Q2 earnings with broadband, media and theme park pressures in focus as investors watch for signs of stabilization.

NZS shifts capital toward AI infrastructure and healthcare leaders

CALX tops Q2 2026 revenue and earnings estimates as broadband demand, appliance adoption and cloud services growth lift sales and profit.

Johnson & Johnson beat Q2 estimates as growth in key drugs, MedTech and its pipeline helps offset Stelara headwinds. Read what's driving outlook.

TE Connectivity's fiscal third-quarter performance is expected to have benefited from strong order momentum, AI-driven demand, and backlog growth.

Here, we have picked four technology stocks, GOOGL, TXN, APH and LRCX, which are likely to pull off earnings surprises this earnings season.

After a historic run-up, Micron's biggest opportunity goes beyond more growth to a fundamental business model change investors are just starting to grasp.

AI infrastructure and defense demand are lifting TTMI, but investors may want to weigh growth against valuation.

Amphenol sits at the center of a fresh round of price target adjustments, with bullish analysts now clustering in a US$185 to US$200 range, while at least one target has moved lower. Those shifts line up with recent research that highlights stronger AI related demand, the new CommScope connectivity acquisition, and debates about how long data center and networking growth can support the stock. As you read on, you will see how these price target moves fit into the broader analyst story and...

Recent analyst reports on Amphenol highlighted robust earnings and cash flow trends, upward revisions to earnings estimates, and an upgrade to a more favorable Zacks Rank, all pointing to stronger perceived earnings prospects. An interesting angle is how these estimate upgrades, combined with Amphenol’s diversified end markets and acquisition-driven expansion, may be reinforcing investor confidence in its long-term growth profile. Next, we’ll examine how this wave of upward earnings...

Astera Labs ramps up its PCIe 6 portfolio to power AI platforms, but Amphenol's diversified strength makes it the more compelling connectivity pick.

You might think you know this networking giant, but a new business in AI infrastructure is quietly forging its next era of growth.

Amphenol (APH) is well positioned to outperform the market, as it exhibits above-average growth in financials.

Aehr Test Systems' fiscal Q4 may benefit from strong bookings, AI demand and silicon photonics shipments, despite pressure on high-margin consumables.

Amphenol (APH) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.

Here is how ACI Worldwide (ACIW) and Amphenol (APH) have performed compared to their sector so far this year.

Amphenol (APH) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Mar Vista Investment Partners, LLC, an investment management company, released its “Mar Vista U.S. Quality Strategy” second-quarter 2026 investor letter. You can download a copy here. In Q2 2026, the Strategy achieved a net return of +12.71%, trailing the Russell 1000® and S&P 500® indices, which returned +15.14% and +15.20%, respectively. Stock picks in industrials and […]