Amphenol Earnings Growth Accelerates Again. But The AI Play Slashes Early Gain.

Group 1 - Amphenol reported an 86% increase in earnings compared to the previous year, marking the eighth consecutive quarter of accelerating growth [1] - Revenue for Amphenol surged 53% to $6.19 billion, ending a long streak of larger year-over-year gains [1] - The stock is currently just below a buy point of 127.50, which is its all-time high, following a four-weeks-tight pattern [1][2] Group 2 - Analysts are becoming increasingly bullish on Amphenol and other stocks that are nearing buy points, indicating positive market sentiment [4] - Amphenol's stock has risen 59% this year, reflecting strong performance in the AI data center sector [4] - The company recently acquired CommScope's broadband unit in a deal valued at $10.5 billion, further expanding its market presence [4]