News

CLS and GLW are tapping the AI infrastructure boom from different parts of the data-center ecosystem.

JBL's AI infrastructure growth and diversified portfolio are fueling gains, but supply chain risks and customer concentration remain key concerns.

Broadcom CEO Hock Tan said on Wednesday that sales of the chips that connect AI servers grew more than 2.5 times from a year earlier.

Celestica estimates are rising as AI infrastructure demand, new hyperscaler programs and strong cash flow boost Celestica's growth outlook.

OpenAI says its first homegrown inference chip can do up to 1.9 times more AI work per watt than the comparison systems, and it went from initial design to tape-out in nine months. The more investable surprise is who helped turn that sketch into silicon. Broadcom Inc. (NASDAQ:AVGO) handled Jalapeño’s physical implementation and supplied the […]

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.

In recent days, analysts have highlighted Celestica’s profitability metrics and strong net income ratio, while UBS upgraded the company on expectations of AI-driven demand and faster revenue and earnings growth in 2027. These reports underscore how Celestica’s role in AI-related networking and data-center infrastructure is increasingly central to its long-term earnings outlook. Now we’ll examine how this upbeat AI-driven demand outlook could influence Celestica’s existing investment...

DELL, SANM and CLS offer diversified AI exposure as surging infrastructure spending boosts demand for servers, storage and networking.

Sandisk, Celestica and BrightSpring rank among profitable stocks, with strong net income ratios and earnings growth supporting upside.

Dell, Celestica, Lumentum and Vertiv offer four ways to tap into AI data center growth across servers, networking, optics, power and cooling.

FLEX and CLS both ride AI infrastructure demand, but their growth drivers, outlooks and valuations reveal different investment cases.

The mean of analysts' price targets for Celestica (CLS) points to a 38.3% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.

According to the average brokerage recommendation (ABR), one should invest in Celestica (CLS). It is debatable whether this highly sought-after metric is effective because Wall Street analysts' recommendations tend to be overly optimistic. Would it be worth investing in the stock?

Electronics manufacturing services (EMS) providers are benefiting from a powerful combination of secular technology investment, rising product complexity, and increased outsourcing by original equipment manufacturers (OEMs).

Lumentum's blowout earnings lit a fire under the entire optical networking sector, sending rivals surging despite having nothing new to report themselves. Here is what the synchronized rally reveals about where AI infrastructure money is flowing next.

Flex's AI-led CPI growth and rising margins support higher guidance, but a 22.2X forward P/E, heavier capex and higher debt temper the buy case.

During the August 4 episode of CNBC’s Mad Money, a caller inquired about Celestica Inc. (NYSE:CLS), pointed out that 18 out of 19 Wall Street analysts covering the company maintain a Buy or Strong Buy rating, and noted that Celestica shares had slipped roughly 20% to 25% below their 52-week peak. Host Jim Cramer replied: […]

MU, STX, FIX, VRT and CLS are growth stocks for August, with AI-driven demand highlighting opportunities in the ongoing market rally.

JBL's 31.6% six-month surge, AI momentum, diversified operations and rising earnings estimates point to further stock appreciation.

Efficiency leaders CLS, ZWS, LRCX, BESIY and JCI outperformed industry peers on key ratios, narrowing a 7,906-stock universe to just 18 picks.

Celestica gains from AI networking demand, hyperscaler spending and strategic partnerships as earnings estimates rise despite trading at a premium.

CLS and JBL are riding AI infrastructure demand, raising outlooks and offering notable brokerage price upside after sharp pullbacks.

CLS has surged on AI infrastructure momentum, but can continued earnings growth and execution justify its richer valuation after another strong quarter?

Celestica tops Q2 estimates as booming cloud connectivity demand fuels record margins, prompting Celestica to lift its 2026 outlook and project faster growth in 2027.

Dell, Life Time, Celestica and Casey's combine strong interest coverage with solid growth estimates and sharp stock gains entering H2 2026.

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

Alphabet's AI spending spree could hand Lumentum and Celestica another tailwind as demand outpaces infrastructure supply.

Institutional money is quietly rotating into the infrastructure layer beneath the GPU trade, and three under-the-radar names are already posting numbers that suggest Wall Street hasn't caught up to the story yet.

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?