TD Cowen Maintains Hold on Amphenol, Lowers Price Target to $90

Vertiv's Product Revenue Accelerates: Can It Outpace APH & SMCI?

Vertiv (VRT) reported strong Q2 2026 results with product revenue rising 22% to $2.65B, driven by surging demand for AI data-center infrastructure. The company is expanding capacity globally and investing in advanced thermal and power solutions. However, it faces increasing competition from Super Micro Computer and Amphenol, both expanding their AI infrastructure portfolios. VRT stock has surged 47.8% year-to-date but trades at a premium valuation with a P/B ratio of 19.37X.

Corning Rides on Expanding Partner Base: Will it Boost Prospects?

Corning Incorporated has significantly expanded its AI infrastructure business through multibillion-dollar agreements with Meta, Amazon, NVIDIA, and Verizon. The company will increase U.S. optical-connectivity capacity tenfold and expand fiber production by over 50% to support AI data center expansion. However, growth remains dependent on the pace of AI infrastructure investment and customer deployment timing.

Shares of electronic equipment-related companies are trading lower, possibly in reaction to rising oil prices.

TTM Technologies' N+M Technology Ramps Up: Can Revenue Soar?

TTM Technologies (TTMI) is ramping up N+M technology production to capitalize on surging AI-driven data center demand, expecting approximately $600 million in N+M business in the second half of 2026. Data Center and Networking sales jumped 91% year-over-year, with better-than-expected yields supporting margin expansion. However, TTMI faces competitive pressure from Amphenol and Sanmina in advanced electronics and PCB capabilities.