Core Viewpoint - The AI bull market is experiencing a resurgence, with new stocks leading the rally instead of traditional giants like NVIDIA and Microsoft [1][2]. Group 1: Alphabet Inc. - Alphabet Inc. (NASDAQ: GOOG) is positioned as a leader in the AI race, with a market cap of $3.8 trillion and significant advancements in AI technology, including the Gemini V3 upgrade and Waymo's driverless car service [3]. - Analysts from JP Morgan and Scotiabank have raised their price targets for Alphabet to $336 and $340, respectively, reflecting strong earnings performance in 2025 [3]. - Despite a recent four-day decline, GOOG shares show strong upside potential, trading above the 50-day and 200-day simple moving averages (SMAs) since July [6]. Group 2: TTM Technologies Inc. - TTM Technologies (NASDAQ: TTMI) is a key player in the AI sector, focusing on high-density printed circuit boards (PCBs) essential for AI systems, with a market cap nearing $7 billion and $2.7 billion in sales over the last year [7]. - The company reported a 22% year-over-year increase in quarterly revenue, driven by AI data center sales, and has a backlog in aerospace and defense approaching $1.5 billion [7]. - TTMI shares have surged nearly 170% year-to-date, with strong technical indicators suggesting continued upward momentum [9]. Group 3: Celestica Inc. - Celestica (NYSE: CLS) has seen significant growth due to demand for its products in AI data centers, achieving record quarterly EPS of $1.58 and revenue of $3.16 billion in Q3 2025 [10]. - The company's market cap has reached $35 billion, with annual sales projected to exceed $11 billion, and Citigroup has upgraded the stock to Buy with a price target of $375 [10]. - CLS shares are above both the 50-day and 200-day SMAs, indicating a strong uptrend, although recent momentum has shown signs of weakening [12]. Group 4: Amphenol Corp. - Amphenol (NYSE: APH) is a major supplier in the AI data center industry, providing essential components like connectors and cables, with a market cap of $173 billion [13]. - The company reported record revenue of $6.19 billion and EPS of $0.93 in Q3, surpassing analyst expectations by 12% and 17% respectively [13]. - APH shares have doubled year-to-date, with technical indicators suggesting continued strength despite recent volatility [16].