Key Takeaways Amphenol sees rising demand for AI-powered interconnects across data centers, defense, and 5G.Expanding spending on both current and next-generation defense technologies bodes well for Amphenol.AppLovin's Axon 2.0 AI engine quadrupled ad spend, fueling growth and lifting earnings estimates sharply.Wall Street has maintained its northward journey after an impressive bull run over the past two and a half years. The three major stock indexes — the Dow, the S&P 500 and the Nasdaq Composite — are c ...