Investors in Amphenol Corporation (APH) need to pay close attention to the stock based on moves in the options market lately. That is because the July 18, 2025 $105.00 Put had some of the highest implied volatility of all equity options today.What is Implied Volatility?Implied volatility shows how much movement the market is expecting in the future. Options with high levels of implied volatility suggest that investors in the underlying stocks are expecting a big move in one direction or the other. It could ...

Market Overview - Wall Street experienced a significant rally in May, driven by expectations of a U.S.-China trade deal and delays in tariff imposition by the Trump administration on the European Union, which boosted confidence in equities [1] - The market rally is expected to continue in June, supported by declining inflation rates, with the personal consumption expenditures price index rising only 0.1% month-over-month and 2.1% year-over-year, marking its lowest level since 2025 [4] Recommended Growth Stocks - Five growth stocks are recommended for June, all of which have shown double-digit returns in the last month and possess a favorable Zacks Rank [2][3] - The recommended stocks are AppLovin Corp. (APP), Amphenol Corp. (APH), Intuit Inc. (INTU), Carvana Co. (CVNA), and Stantec Inc. (STN), each with a Zacks Rank 1 (Strong Buy) and a Growth Score of A or B [3] AppLovin Corp. (APP) - AppLovin is focused on enhancing marketing and monetization for mobile app developers through its software-based platform [7] - The company reported strong fundamentals, with an expected revenue growth rate of 24.3% and earnings growth of 85.2% for the current year, driven by its AI-powered AXON 2.0 technology [10][9] Amphenol Corp. (APH) - Amphenol provides connectivity solutions utilizing AI and machine learning technologies, with a diversified business model that supports growth across various sectors [11][12] - The company anticipates a revenue growth rate of 32.3% and earnings growth of 40.7% for the current year, bolstered by increased defense spending and the Andrew acquisition [13] Intuit Inc. (INTU) - Intuit benefits from steady revenues across its Online Ecosystem and Desktop business segments, with strong performance in its Credit Karma and cloud-based services [14][15] - The expected revenue growth rate for Intuit is 14.8%, with earnings growth projected at 18% for the current year [17] Carvana Co. (CVNA) - Carvana's acquisition of ADESA's U.S. operations has enhanced its logistics and auction capabilities, positioning it for significant growth in the used car market [18] - The company expects a revenue growth rate of 31.4% and more than 100% earnings growth for the current year, with a focus on improving operational efficiency [20] Stantec Inc. (STN) - Stantec provides a range of professional consulting services in planning, engineering, and environmental sciences, focusing on infrastructure and facilities projects [22][23] - The expected revenue growth rate for Stantec is 11.1%, with earnings growth projected at 18.6% for the current year [24]

TE Connectivity (TEL) FY 2025 Conference May 29, 2025 08:00 AM ET Speaker0 Good morning, everyone. Thank you for coming. Thank you for getting up early. I'm Stacy Rasgon. I cover The US, semiconductor and semi cap space here at Bernstein, and it's my honor to introduce our guest today, the chief executive officer of TE Connectivity, mister Terrence Curtin. Before I start, I wanna mention if you have questions you'd like to ask or you'd like me to ask during the presentation, there should be a link to the pi ...

Market Overview - Wall Street has experienced significant volatility over the past two months due to sticky inflation, weak economic data, and the imposition of reciprocal tariffs by the Trump administration, raising concerns about a potential near-term recession in the U.S. economy. All three major stock indexes are currently in negative territory year to date [1]. Investment Opportunities - Three U.S. corporate giants with a market capitalization of nearly $100 billion or more and a favorable Zacks Rank have provided positive returns in the past month. These companies are Amphenol Corp. (APH), AppLovin Corp. (APP), and Philip Morris International Inc. (PM), all holding a Zacks Rank 1 (Strong Buy) [2]. Amphenol Corp. (APH) - Amphenol provides connectivity solutions utilizing AI and machine learning technologies, offering high-density, high-speed connectors and cables optimized for signal integrity and thermal performance [4]. - The company benefits from a diversified business model, with strong demand across Commercial Air, Industrial, and Mobile devices, alongside defense technologies driving top-line growth [5]. - Amphenol's expected revenue and earnings growth rates for the current year are 30% and 38.6%, respectively, with the Zacks Consensus Estimate for current-year earnings improving by 12.9% in the last 30 days [6]. AppLovin Corp. (APP) - AppLovin operates a software-based platform for mobile app developers, enhancing marketing and monetization capabilities both domestically and internationally [7]. - The introduction of AI-powered AXON 2.0 technology and strategic expansion in gaming studios have significantly boosted revenue growth, while the Ai-enabled Audience+ marketing platform enhances reach into direct-to-consumer and e-commerce sectors [8]. - AppLovin's expected revenue and earnings growth rates for the current year are 24.3% and 70.6%, respectively, with the Zacks Consensus Estimate for current-year earnings improving by 13.7% in the last seven days [10]. Philip Morris International Inc. (PM) - Philip Morris has shown strong pricing power and an expanding smoke-free product portfolio, making significant progress in its smoke-free transition with products like IQOS and ZYN [11]. - The company anticipates robust growth in 2025, driven by increasing demand across all product categories, with an expected volume growth of 2% and smoke-free products projected to expand by 12-14% [12]. - Philip Morris's expected revenue and earnings growth rates for the current year are 8.1% and 13.7%, respectively, with the Zacks Consensus Estimate for current-year earnings improving by 4.2% over the last 30 days [13].

GALWAY, Ireland , May 15, 2025 /PRNewswire/ -- Terrence Curtin, chief executive officer of TE Connectivity (NYSE: TEL), a global leader in connectors and sensors, will present at Bernstein's 41st annual Strategic Decisions Conference on Thursday, May 29, at 8 a.m. EDT at the Marriott Marquis in New York City.The event will be streamed live via webcast and will be available for replay on the investor portion of TE's website at investors.te.com.About TE ConnectivityTE Connectivity plc (NYSE: TEL) is a global ...

【环球网财经综合报道】4月28日，华丰科技发布2024年报与2025年一季报。报告显示，2024年华丰科技营业收入达10.92亿元，同比增长 20.83%。公司在服务器领域积极布局和客户拓展，为营收增长奠定基础。 进入2025年，公司第一季度业绩呈爆发式增长。营业收入达到4.06亿元，同比增长79.82%；归母净利润为3181.1万元，同比大幅增长 207.17%；扣非净利润2305.21万元，增幅高达2253.89%。公司通讯新业务产能的充分释放，带动销售收入显著增长，进而提升公司整体业 绩。 新增产能逐步释放 毛利率大幅提升 华丰科技在光、电连接器及线缆组件的研发、生产与销售领域占据重要地位，产品广泛应用于防务、通信、汽车等多个行业。其中，公司 产品在通信领域主要应用于基站、服务器、交换机等。 在服务器领域，公司通过高速线模组、高速背板、cpu socket 等核心产品的推广及项目获取，积极进行高端产品的客户占位。目前，公司已 成功开拓华为、中兴通讯、浪潮、新华三等行业重点客户，在高端市场站稳脚跟。 市场资料显示，全球人工智能服务器市场正处于快速增长阶段。2024 年全球人工智能服务器市场规模为 1,25 ...