Celestica Revenue Jumps 83% to $5.83B, Projects $40B in 2027

Key Takeaways

• Celestica reported 83% YoY revenue growth to $5.83B in Q3, serving AMD, Broadcom and Intel
• Applied Digital expects to run 3.5-4 GW of data center capacity by end of 2030
• Nvidia holds a $3B stake in Meta and offers $105B in guarantees linked to an OpenAI data center
• Alphabet raised full-year capex to $195-205B while Oracle Cloud revenue grew 121%
• Two Nvidia customers accounted for 22% and 14% of revenue in fiscal year 2026
• SIU and Springfield Memorial invest $2M in AI medical training with virtual patient encounters
• EUR/JPY hit a one-year low as Nasdaq fell nearly 4% on AI spending concerns
• SoundHound AI acquired LivePerson and targets over $500M in long-term revenue
• Applied Digital has $36B in contracted lease revenue across five campuses
• Clinisys launched governed AI plan for lab data with CLS Model Context Protocol

Celestica AI Stock Could Outpace Nvidia With 144% Growth Potential

Celestica reported strong Q3 results with revenue up 83% year over year to $5.83 billion. The company raised its 2026 guidance to $21 billion in revenue and projects $40 billion for 2027. Celestica serves major customers including AMD, Broadcom, and Intel. Analysts believe the stock could grow faster than Nvidia and may be a strong buy at its current valuation.

Applied Digital AI Stock Could Surge 255% Say Wall Street Analysts

Applied Digital builds and leases data centers for AI workloads. Its revenue jumped 322% year over year to $342 million in Q1 fiscal 2027. The company now has 250 MW of active capacity and plans to add 600 MW in the next 12 months. It has $36 billion in contracted lease revenue across five campuses and could reach $86 billion with renewals.

SoundHound AI Stock May Rise After November 5 Earnings Report

SoundHound AI has lost over 58% of its value this year but operates in the fast-growing conversational AI market. Its revenue grew 45% year over year in Q2 to $62 million. The company acquired LivePerson and expects to generate over $500 million in revenue long term. New CFO John Collins has experience cutting costs and improving cash flow.

Applied Digital: Underrated AI Stock With 255% Upside Potential

Applied Digital has dropped 27% in three months due to concerns about debt and financing costs. The company reported $6.4 billion in debt but over 80% will not mature until fiscal 2031 or later. Its revenue growth is expected to keep accelerating through fiscal 2029 as more data center capacity comes online. Analysts forecast its revenue could triple in two fiscal years.

Applied Digital AI Stock Poised for Big Gains According to Analysts

Applied Digital designs builds and operates data centers for AI and high-performance computing. It expects to run 3.5 to 4 gigawatts of total capacity by the end of 2030. The company reported interest expense of $77.4 million in Q1 due to higher debt. Analysts remain confident it can service its debt and deliver strong long-term returns.

Nvidia's AI investment strategy raises bubble concerns

Nvidia has built a large portfolio of AI investments including a $3 billion stake in Meta and positions in companies like OpenAI, Anthropic and CoreWeave. The company also offers financial backstops such as $6.3 billion in computing capacity purchases for CoreWeave and up to $105 billion in guarantees linked to an OpenAI data center. Some analysts worry these overlapping deals could inflate an AI bubble and increase contagion risk if weaker companies fail. Nvidia's CEO Jensen Huang defends the approach as necessary to help frontier AI startups succeed.

Nvidia's AI investments face bubble risk scrutiny

Nvidia's web of stakes, loans and guarantees has made it a central player in the AI boom but raised concerns about a potential bubble. Two direct customers made up 22 percent and 14 percent of Nvidia's revenue in fiscal year 2026. Shares of Nvidia-linked neocloud companies like CoreWeave, Nebius and IREN fell at least 30 percent in October. Experts say the investment strategy is unprecedented but note that not all demand it creates is equally sustainable.

AI investors warned to watch for risk signals

Analysts at the 2026 Seoul Money Show Plus urged investors to monitor the financial health of major AI companies as potential warning signs. Yuanta Securities' Yoo Dong-won compared this to canaries in coal mines, saying profitability problems at firms like Anthropic, OpenAI and Oracle could spread to global stock markets. He recommended a portfolio of 60 percent U.S. stocks, 20 percent Korean stocks, 15 percent U.S. government bonds and 5 percent gold. Other analysts highlighted long-term U.S. bonds and gold as ways to manage volatility and inflation risks.

New method uses value of information for AI memory

Researchers propose using a single quantity called the value of information to solve two problems in reinforcement learning memory systems. The approach estimates this value from archived rollouts using a learned world model. It provides a lower bound on the optimal value of an acquiring action and defines the optimal retrieval set. A pilot retrieval system using this signal solved a memory task with reduced context.

SIU and Springfield Memorial invest $2M in AI medical training

SIU School of Medicine and Springfield Memorial Foundation are investing $2 million to expand the use of artificial intelligence and extended reality technology in medical education. The funding includes a $1 million grant from the foundation and a matching $1 million commitment from the SIU School of Medicine Dean's Fund for Excellence. The initiative at the Ed Curtis Laboratory for Innovation in Medical Education will support virtual patient encounters, surgical simulations and difficult conversation scenarios. Since early 2025, researchers have launched more than 20 projects exploring AI in medical education.

Alphabet drops as Oracle rises amid AI spending debate

Alphabet reported diluted earnings of $2.12 per share and quarterly revenue of $127.58 billion. The company raised its full-year capital expenditure estimate to between $195 billion and $205 billion. Oracle Cloud Infrastructure sales grew 121% to $7.4 billion, and its quarterly revenue rose 30% to $19.35 billion. Investors rewarded Oracle because its AI capacity is already generating contracted revenue, while they worried about Alphabet's rising cash needs.

Clinisys launches governed AI plan for lab data and workflows

Clinisys introduced a roadmap to connect laboratory data, analytics, and workflow automation using governed AI. The plan includes the CLS Model Context Protocol, which lets approved AI assistants access governed lab data through CLS APIs with proper permissions and audit trails. Two initial agent applications were highlighted: the Analytics Agent and the Equipment Care Agent. The goal is to move labs from systems of record to systems of orchestration.

Stock market falls as AI spending worries investors

U.S. stock markets dropped while bond prices rose as investors grew nervous about AI spending by large technology companies. The concerns focused on whether big tech AI investments will be profitable and sustainable. The sell-off added pressure to already anxious markets watching how companies are spending on artificial intelligence. The reaction showed that investors want clearer proof of returns on AI spending.

Veralto and Pentair offer gains despite AI market stress

Veralto and Pentair are two water solutions stocks that may appeal to investors seeking gains despite concerns about Big Tech AI spending. Veralto stock rose sharply after reporting better-than-expected quarterly earnings. The article positions these water stocks as a silver lining amid the dark AI cloud hanging over Wall Street. Both companies operate in the water sector rather than AI infrastructure.

EUR/JPY hits one-year low amid AI investment fears

EUR/JPY briefly hit a one-year low of 175.07 yen as U.S. tech stocks plunged over concerns about AI investment profitability. The Nasdaq Composite fell nearly 4% and the Philadelphia Semiconductor Index dropped more than 9% at one point. U.S. Federal Reserve officials called for additional rate hikes, adding pressure on markets. The sell-off spurred risk-off yen buying and pushed the dollar-yen pair down to 157.56 yen.

Sources

• Buy This Incredible Artificial Intelligence (AI) Stock Before It Soars 144% (Hint: It Will Outpace Nvidia’s Growth)
• Meet the Underrated Artificial Intelligence (AI) Stock That Could Soar 255% in a Year, According to Wall Street
• Prediction: SoundHound AI Stock Will Soar After Nov. 5
• Meet the Underrated Artificial Intelligence (AI) Stock That Could Soar 255% in a Year, According to Wall Street
• Meet the Underrated Artificial Intelligence (AI) Stock That Could Soar 255% in a Year, According to Wall Street
• Nvidia's web of AI bets: smart strategy or bubble risk?
• Nvidia's web of AI bets: smart strategy or bubble risk?
• "Artificial intelligence (AI) investors should pay attention to the cries of 'canaries in coal mines..
• Cheap Retrieval and Observation Credit Assignment from One Quantity: The Value of Information
• SIU, Springfield Memorial invest $2M in AI medical training
• Alphabet Sinks While Oracle Rallies as Investors Judge AI Spending
• Clinisys Unveils Governed AI Roadmap to Connect Laboratory Data, Analytics, and Workflow Automation
• Stocks sink, bonds leap as AI giants' spending spooks investors
• Thirsty for Gains? 2 AI Stocks That Won’t Leave You High and Dry.
• EUR/JPY Briefly Hits 1-Year Low of 175.07 Yen as AI Investment Worries Spur Risk-Off Yen Buying