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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...

Chipotle downgraded, Darden upgraded: Wall Street's top analyst calls

Wall Street analysts reshuffled the deck on Monday with a wave of upgrades, downgrades, and fresh initiations spanning pharma giants, fast-casual chains, and streaming players. Find out which names got bullish bets and which lost their analyst backing.

FLEX's Cloud and Power Infrastructure growth is fueling a stronger FY27 outlook as AI-driven demand boosts revenue, margins and expansion plans.

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.

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

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.

Investing.com -- Broadcom (NASDAQ:AVGO) shares jumped 3.4% Wednesday morning following the unveiling of "Jalapeño," a custom AI chip developed in partnership with OpenAI. Billed as OpenAI’s first "Intelligence Processor," the custom accelerator was designed specifically for large language model (LLM) inference and moved from design to production in just nine months. The chip marks OpenAI’s official expansion into proprietary hardware as part of its full-stack infrastructure strategy. Built from

Celestica stock has been volatile since breaking out of a base in April. The company is a leader in data center infrastructure.

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.