Shares of electronics manufacturer Flex Ltd. (FLEX) have tumbled roughly 11% over the past week, sparking a fresh debate among investors about whether the sell-off has created a value opportunity or reflects growing concerns about the company's outlook amid a volatile tech sector.
In a market obsessed with flashy brands, the real competitive edge is shifting beneath the surface. We analyze how investments in foundational infrastructure—from AI data centers to restaurant tech stacks and critical minerals—are reshaping industries and redefining value.
Emerging from Chapter 11, Wolfspeed reports Q2 FY2026 results, highlighting a strategic pivot towards AI data centers, industrial energy, and aerospace while navigating near-term EV market softness. The company touts a strengthened balance sheet and progress in 300mm wafer technology.
Palantir Technologies reports a surge in revenue driven by existing clients significantly ramping up their investments, with CEO Alex Karp stating that artificial intelligence has 'put gasoline' on the company's core capabilities. The data analytics firm's latest earnings far exceeded Wall Street expectations.
Technology solutions provider ePlus reports a surge in Q3 sales and profit, driven by accelerating AI infrastructure projects. The company raises its annual guidance while navigating an industry-wide memory shortage.
Synthetic biology firm Twist Bioscience has lifted its full-year revenue guidance, citing robust demand for its AI-powered DNA and protein platforms. The announcement, coupled with strategic equity grants to new hires, underscores the company's aggressive push to capitalize on the booming intersection of AI and biotech, even as its long-term stock performance reveals underlying volatility.
Tesla's aggressive push into large-scale, U.S.-based solar module manufacturing is reshaping the competitive landscape, prompting analysts to reassess the outlook for established players like First Solar and sending ripples through the utility-scale project market.
Driven by unprecedented demand for high-bandwidth memory in AI systems, Micron Technology is posting record results and locking in long-term contracts, leading some investors to argue the stock remains undervalued despite its recent rally.
Atlassian's multi-year partnership with the Williams Racing F1 team and Anthropic, deploying Claude AI for race strategy and operations, is more than a tech showcase—it's a strategic move to accelerate its enterprise cloud and AI narrative in a competitive market.
Anduril co-founder Palmer Luckey argues that AI-driven manufacturing will slash costs so dramatically that major purchases like vehicles and homes could become radically affordable, pointing to regulatory hurdles as the main barrier.
CNBC's Jim Cramer acknowledged Moderna's strong January performance but expressed caution, noting the company faces years of unprofitability and highlighting other pharmaceutical and biotech stocks he finds more attractive for investment.
John Deere is injecting $30 million into its century-old Seeding Works factory in Moline, a strategic investment aimed at modernizing production with AI and robotics while recalling workers at other Iowa facilities. The move underscores the agricultural giant's dual focus on technological innovation and skilled workforce development.
The energy startup, founded by Michael Dell's son, seeks city incentives for a major manufacturing facility, planning to significantly expand its Austin workforce while transitioning from a temporary home in the former Statesman building.
Facing a sales slowdown, Chipotle announces a spring relaunch of its loyalty program aimed at boosting in-store engagement, supported by AI-driven personalization and new kitchen equipment to streamline operations.
Corning Inc. has inked a major supply agreement with Meta to provide optical fiber for its AI data centers, while simultaneously joining a U.S.-backed initiative to secure critical mineral supplies, positioning the materials science leader at the nexus of technology and national security.
In a candid industry forecast, Volvo's outgoing CEO Håkan Samuelsson states that manufacturing efficiencies and falling battery costs will make EVs cheaper to produce than internal combustion vehicles within five years, a shift that could redefine auto market dynamics.
Finance departments are ditching manual data entry for automated systems, unlocking dramatic gains in efficiency, cost control, and strategic insight. The shift is proving to be a strategic imperative, not just a technological upgrade.
Oppenheimer downgraded Rockwell Automation (ROK) to 'Perform', suggesting its operational improvements and future manufacturing recovery are largely reflected in its stock price. The move comes even as Rockwell announces a strategic expansion of its partnership with EV maker Lucid in Saudi Arabia.
Santec Holdings Corp. (TSE: 6777) experienced a dramatic 46.3% surge in its share price, fueled by a pre-earnings volume spike. As investors pile into the optical technology firm ahead of its May results, analysts debate whether the move reflects robust fundamentals or speculative momentum in a hot sector.
GE HealthCare Technologies reports robust Q4 2025 results, exceeding expectations with 4.8% organic revenue growth. The company enters 2026 with a record $21.8 billion backlog and a strategic focus on its innovation pipeline, including key launches in photon-counting CT and radiopharmaceuticals, while navigating tariff headwinds.
