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TE Connectivity’s Record Orders Say the AI Trend Is Real — Its Stock Reaction Says Guidance Still Rules
Insider Monkey64d agoneutral
TE Connectivity’s Record Orders Say the AI Trend Is Real — Its Stock Reaction Says Guidance Still Rules

The physical infrastructure enabling artificial intelligence requires considerably more than just high-performance accelerators and primary grid connections. It also relies on millions of high-density connectors, backplane interconnects, and power-filtering devices to connect rack-level structures, areas where TE Connectivity plc (NYSE:TEL) holds a significant bottleneck position. As hyperscalers and enterprise data center operators ramp up capital […]

Centene Q2 Earnings Call Highlights
MarketBeat64d agoneutral
Centene Q2 Earnings Call Highlights

Centene (NYSE:CNC) raised its full-year 2026 adjusted earnings outlook after reporting second-quarter results that exceeded its prior expectations, supported by Marketplace risk-adjustment developments, stronger Medicare performance and continued progress on Medicaid rates. The company reported adj