Core Insights - Celestica Inc. has launched two new data center switches, the DS6000 and DS6001, which double the capacity of its existing 800G solutions to meet the demands of AI networking [1][7] - The new switches are based on Broadcom's Tomahawk 6 Ethernet switch chip and are designed for high bandwidth and low latency, catering to modern AI and machine learning workloads [1][2] Product Launch and Features - The DS6000 is a 64-port switch for traditional air-cooled data centers, while the DS6001 is designed for hybrid cooling environments, utilizing both air and liquid cooling [2] - Both switches support an open-source Network Operating System, enabling versatile deployment across various use cases from data centers to edge computing [2] Market Position and Growth Drivers - Celestica is benefiting from the generative AI boom, with strong demand for AI/ML and networking products from hyperscale customers [3][4] - The company has a diverse product portfolio essential for AI applications, which has contributed to healthy revenue growth [3][4] Strategic Focus and Innovation - The increasing demand for AI-based applications is driving the need for Celestica's enterprise-level data communications and infrastructure products [4][6] - The company is focusing on product diversification and expanding its presence in high-value markets to capitalize on the growing AI workload demands [6][8] Financial Performance - Celestica's stock has increased by 285.9% over the past year, significantly outperforming the industry average of 30.7% and competitors like Flex Ltd. and Jabil Inc. [9] - Earnings estimates for 2025 and 2026 have risen by 25.3% to $5.55 and 17.1% to $6.78, respectively, indicating optimism about the company's growth potential [11] Research and Development - The company has strong research and development capabilities, allowing it to produce complex technology infrastructure products for various industries, enhancing business resilience [8][12] - As production volumes scale up and costs decrease, the new data center switches are expected to see increased adoption, further fueling growth [12]

Industry Overview - The artificial intelligence (AI) infrastructure segment is experiencing significant growth, driven by increased demand for cloud computing and data centers, with expectations of transformative changes across various sectors over the next five years [1] - The AI infrastructure market is projected to reach $223.45 billion by 2030, growing at a compound annual growth rate of 30.4% from 2024 to 2030 [21] Company Summaries Credo Technology Group Holding Ltd. (CRDO) - CRDO is focused on high-performance serial connectivity solutions for data centers, 5G, and AI markets, with its Active Electrical Cables (AEC) product line gaining traction due to superior reliability [6][7] - The company has achieved significant design wins, including an 800-gig transceiver DSP, and expects continued growth driven by demand for high-performance solutions in AI servers [10][12] - CRDO anticipates revenue and earnings growth rates exceeding 100% for the current year, with a recent 1.5% improvement in earnings estimates [13] Western Digital Corp. (WDC) - WDC has seen a 36% surge in cloud end market revenue, driven by demand for high-capacity HDDs, and is ramping up production of advanced storage solutions [14] - The adoption of generative AI is expected to drive a refresh cycle in client and consumer devices, increasing storage demand across various sectors [15][16] - WDC's expected revenue growth rate is -17.8%, while earnings are projected to grow by 34.3% for the current year, with a 1.8% improvement in earnings estimates [18] Celestica Inc. (CLS) - CLS is a major player in electronics manufacturing services, benefiting from strong demand in the Connectivity & Cloud Solutions segment, particularly for networking products [19][20] - The company is well-positioned in the AI infrastructure market, with solid investments in data communications and processing infrastructure products [22] - CLS expects revenue and earnings growth rates of 20.6% and 43%, respectively, for the current year, with a 9.9% improvement in earnings estimates [23] Micron Technology Inc. (MU) - MU is a leader in the AI infrastructure boom, driven by strong demand for high-bandwidth memory (HBM) solutions and record sales in the data center market [24][25] - The shift towards AI servers is increasing demand for advanced memory solutions, with MU focusing on next-generation DRAM and NAND technologies [26] - MU anticipates revenue and earnings growth rates of 42.4% and over 100%, respectively, for the current year, with a 27% improvement in earnings estimates [27] Ubiquiti Inc. (UI) - UI's adaptable global business model and strong community support enhance its growth potential, with significant investments in inventory to meet rising demand [28][29] - The company maintains a consistent dividend policy while managing a sustainable payout ratio, contributing to its positive outlook [29] - UI expects revenue and earnings growth rates of 12% and 10%, respectively, for the current year, with a 29.7% improvement in earnings estimates [30]

Sanmina (SAMN) shares plunged 8% during Tuesday market action following its nearly 23% surge on Monday related to the AI infrastructure deal between Advanced Micro Devices (NASDAQ:AMD) and OpenAI (OPENAI). Sanmina is in the process of acquiring AMD's ZT Systems ...

Taiwan's Foxconn, which makes servers for the chip designer, posted record revenue for the third quarter. ...

Core Viewpoint - In a rate-easing cycle, dividend stocks yielding above 5% are becoming more attractive for income investors, but high yield does not guarantee a good investment [1] Group 1: Mapletree Industrial Trust (MIT) - MIT is a REIT focusing on data centres and industrial properties, with a DPU of S$0.0327 for 1QFY25/26, reflecting a 4.7% YoY decline [2] - The current share price is S$2.16, resulting in a yield of 6.2% [2][3] - Occupancy rate is resilient at 91.4%, with a positive rental reversion rate of 8.2% across Singapore properties [3] - MIT has an aggregate leverage ratio of 40.1% and total borrowings of S$3.7 billion, with 79.7% of its debt fixed and hedged [3] - 54.8% of its AUM is tied to data centres, with a strategic shift towards DCs and logistics projects in Asia [4] Group 2: Singapore Airlines (SIA) - SIA has resumed paying dividends post-pandemic, with a cumulative dividend of S$1.26, representing 19% of its current share price of S$6.55 [6] - The latest dividend payment of S$0.40 per share for FY2024/2025 shows a 16.7% YoY decrease [6] - The trailing yield is 6.1% at a share price of S$6.57 [7] - The passenger load factor was 88.0% in August 2025, up from 85.7% YoY, but down from previous months [8] - Net profit decreased by nearly 59% YoY due to rising non-fuel costs, while net operating cash flow remains robust at S$4.71 billion [8][9] Group 3: Venture Corporation - Venture Corporation is a global electronics manufacturing services company with a strong dividend track record, paying S$0.75 per share annually since FY2020 [10] - The current share price is S$14.25, yielding 5.6% [11] - The company reported a net operating cash flow of S$149.8 million in 1H2025, reflecting an 11.9% margin [11] - The diverse manufacturing portfolio includes high-growth areas like life sciences and medical technology [12] Group 4: Comparative Analysis - MIT is characterized as a stable REIT with strong growth drivers in data centres and logistics [13] - SIA is identified as a cyclical business reliant on travel demand [13] - Venture Corporation is noted for its consistent dividend payments linked to global electronics cycles [13]

US stock futures leaned higher on Monday as the federal government shutdown entered another week, eyeing a return to a strong rally that has pushed major indexes to fresh record highs. Dow Jones Industrial Average futures (YM=F) nudged up 0.1%, while those on the S&P 500 (ES=F) gained 0.3%. Contracts on the tech-heavy Nasdaq 100 (NQ=F) led the way higher, up roughly 0.5%. The modest moves follow an upbeat week for the market. The S&P 500 (^GSPC) and Nasdaq Composite (^IXIC) each logged their fourth week ...

Taiwan's Foxconn , the world's largest contract electronics maker and Nvidia's biggest server maker, reported on Sunday that its third-quarter revenue jumped 11% year on year. ...

In exchange for selling the bull put spread, the trader receives the option premium and also has risk equal to the difference in strike prices, less the premium received. The Bull Put Spread Trade Setup Celestica (CLS) stock has been in a great uptrend since April and could be a good candidate for bullish option traders. Traders looking for a way to play Celestica stock using options could use a bull put spread. As a reminder, a bull put spread is a defined risk strategy. You always know the worst-case scen ...

NEENAH, WI, Oct. 01, 2025 (GLOBE NEWSWIRE) -- Plexus Corp. (NASDAQ: PLXS) announced today it will release its fiscal fourth quarter and fiscal year 2025 results after market close on Wednesday, October 22, 2025. Plexus’ management will host a conference call to discuss its fiscal fourth quarter and fiscal year 2025 results on Thursday, October 23, 2025 at 8:30 a.m. Eastern Time. An audio webcast of the call and accompanying slides will be available in the investor relations section of the company website, p ...

BREAKING: ADP Reports Surprise Drop In Private Jobs The Relative Strength (RS) Rating for Leonardo DRS (DRS) stock jumped into a new percentile Wednesday, with a rise from 80 to 83. Â Risk Management In The Stock Market: How Much Money To Invest Now This exclusive rating from Investor's Business Daily tracks market leadership with a 1 (worst) to 99 (best) score. The score shows how a stock's… Related news Get instant access to exclusive stock lists, expert market analysis and powerful tools with 2 months of ...