Bernstein Calls Networking and Optical Stocks AI Winners, Led by Celestica
Bernstein’s top pick is Celestica at $520. It also rates Lumentum, Coherent and Ciena Outperform on AI data-center demand.
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Chip and AI Stocks Drop After CEOs Urge Caution on Development Pace
AI leaders including Amodei, Altman and Musk call to pace the frontier. Chip, memory and networking stocks fall as investors weigh spending and IPOs.
Celestica and AMD Join Forces to Launch “Helios”: The Future of Rack-Scale AI Powerhouses
Celestica partners with AMD to deliver the open "Helios" AI rack platform in late 2026, featuring high-speed switches for Instinct MI450 GPUs and faster large-scale AI deployments.
Celestica Stock Drops After Report on Google TPU Servers
Celestica shares fell nearly 7% after a report said Google may shift TPU server assembly to other suppliers, including Taiwanese manufacturers.
Broadcom Stock Falls on Vague AI Outlook, Margin Concerns
Broadcom shares dropped despite $73B AI backlog and strong earnings as CEO declined 2026 forecast and warned of narrowing profit margins.