AI Stocks Got Hammered After Midterms, but This Analyst Says the Panic Is Overblown
Bernstein calls the AI data center stock drop overblown, forecasting just a 2% to 4% national capacity impact post-elections.
Stocks · News reference
Wall Street’s capital expenditure boom is showing no signs of slowing down, but have investors factored in the full extent of the opportunity construction and infrastructure firms could bring to their
Reference Details
Poisar stores the source's headline, summary and market tags for reference. Reporting and full article text remain with the original publisher.
Keep reading
Bernstein calls the AI data center stock drop overblown, forecasting just a 2% to 4% national capacity impact post-elections.
Vertiv Holdings Co. has entered into a three-year strategic agreement with Infineon Technologies AG to secure long-term supply of critical power semiconductors.
An analyst report has updated the 12-month price target for Fabrinet, reflecting a new valuation outlook.
Applied Optoelectronics (AAOI) is expected to report Q3 2026 revenues of $255-290 million with earnings of 11-26 cents per share, driven by strong demand for 800G and 1.6T optical transceivers for AI infrastructure and data centers. The company benefits from manufacturing capacity expansion and in-house laser production, but faces headwinds from component shortages, competition, and stretched valuation. AAOI carries a Zacks Rank #3 (Hold) rating.
Charles Industries, a subsidiary of Amphenol Corporation, has entered into a partnership with Rep Com International to expand its market reach in telecommunications and AI infrastructure.
Amphenol has entered into a partnership with Charles Industries to enhance market reach and customer engagement across telecommunications, broadband, and AI infrastructure sectors.