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VRT is expanding AI-ready data center cooling capacity and raising 2026 guidance as manufacturing investments and acquisitions fuel growth.

ADP shares surge 23% in three months as margin expansion, strong earnings growth, steady dividends and solid liquidity boost investor confidence.

Amphenol (APH) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

CHTR heads into Q2 earnings with expectations for lower revenue, persistent broadband weakness and pressure on profitability.

The consulting giant is quietly using its balance sheet to buy its way into entirely new, product-led markets that could redefine its growth story.

CMCSA heads into Q2 earnings with broadband, media and theme park pressures in focus as investors watch for signs of stabilization.

NZS shifts capital toward AI infrastructure and healthcare leaders

CALX tops Q2 2026 revenue and earnings estimates as broadband demand, appliance adoption and cloud services growth lift sales and profit.

Johnson & Johnson beat Q2 estimates as growth in key drugs, MedTech and its pipeline helps offset Stelara headwinds. Read what's driving outlook.

TE Connectivity's fiscal third-quarter performance is expected to have benefited from strong order momentum, AI-driven demand, and backlog growth.

Here, we have picked four technology stocks, GOOGL, TXN, APH and LRCX, which are likely to pull off earnings surprises this earnings season.

After a historic run-up, Micron's biggest opportunity goes beyond more growth to a fundamental business model change investors are just starting to grasp.

AI infrastructure and defense demand are lifting TTMI, but investors may want to weigh growth against valuation.

Amphenol sits at the center of a fresh round of price target adjustments, with bullish analysts now clustering in a US$185 to US$200 range, while at least one target has moved lower. Those shifts line up with recent research that highlights stronger AI related demand, the new CommScope connectivity acquisition, and debates about how long data center and networking growth can support the stock. As you read on, you will see how these price target moves fit into the broader analyst story and...

Recent analyst reports on Amphenol highlighted robust earnings and cash flow trends, upward revisions to earnings estimates, and an upgrade to a more favorable Zacks Rank, all pointing to stronger perceived earnings prospects. An interesting angle is how these estimate upgrades, combined with Amphenol’s diversified end markets and acquisition-driven expansion, may be reinforcing investor confidence in its long-term growth profile. Next, we’ll examine how this wave of upward earnings...

Astera Labs ramps up its PCIe 6 portfolio to power AI platforms, but Amphenol's diversified strength makes it the more compelling connectivity pick.

You might think you know this networking giant, but a new business in AI infrastructure is quietly forging its next era of growth.

Amphenol (APH) is well positioned to outperform the market, as it exhibits above-average growth in financials.

Aehr Test Systems' fiscal Q4 may benefit from strong bookings, AI demand and silicon photonics shipments, despite pressure on high-margin consumables.

Amphenol (APH) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.

Here is how ACI Worldwide (ACIW) and Amphenol (APH) have performed compared to their sector so far this year.

Amphenol (APH) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Mar Vista Investment Partners, LLC, an investment management company, released its “Mar Vista U.S. Quality Strategy” second-quarter 2026 investor letter. You can download a copy here. In Q2 2026, the Strategy achieved a net return of +12.71%, trailing the Russell 1000® and S&P 500® indices, which returned +15.14% and +15.20%, respectively. Stock picks in industrials and […]

Large-cap stocks have the power to shape entire industries thanks to their size and widespread influence. With such vast footprints, however, finding new areas for growth is much harder than for smaller, more agile players.

Bell Global Equities Fund, managed by Bell Asset Management, released its May investor update. A copy of the letter can be downloaded here. The global equity market continued its rally in May, driven by accelerating AI infrastructure spending and a stronger-than-expected earnings season. The Fund (Platform Class) returned 2.1%, underperforming the MSCI World ex-Australia Index’s 4.5% […]

Amphenol (APH) is back in focus after fresh reports of stronger demand for its interconnect products in AI servers and networking, alongside its recently announced purchase of CommScope's Connectivity and Cable Solutions unit. See our latest analysis for Amphenol. Despite the latest share price pullback, with a 1 day move down of 4.92% and a 7 day decline of 10.04%, Amphenol still shows strong momentum, with a 30 day share price return of 14.26% and a 1 year total shareholder return of 63.94%...

APH's AI data center demand, acquisitions and diversified end-markets support growth, but debt, supply pressures and stretched valuation add risk.

VRT's Johor facility aims to boost AI infrastructure capacity as demand rises, though competition and its premium valuation remain in focus.

A barrage of stocks to watch like Eli Lilly and Deere, show promise, alongside reminders to keep risk management in mind.

The stocks featured in this article are seeing some big returns. Over the past month, they’ve outpaced the market due to some combination of positive news, upbeat results, or supportive macro developments. As such, investors are taking notice and bidding up shares.