Prediction: 3 Stocks That Will Be Worth More Than Palantir 5 Years From Now

The article predicts that Celestica, CrowdStrike, and AppLovin could exceed Palantir's market value within five years. Celestica benefits from AI data center infrastructure demand with 83% revenue growth. CrowdStrike is expanding into AI security with 25% ARR growth. AppLovin is leveraging AI-powered advertising technology with strong revenue and net income growth. Each company faces different growth multiples needed to surpass Palantir, with CrowdStrike appearing most likely to achieve parity.

11/01/2026, 11:43 AM • The Motley Fool

Buy This Incredible Artificial Intelligence (AI) Stock Before It Soars 144% (Hint: It Will Outpace Nvidia’s Growth)

Celestica, a contract electronics manufacturer for AI data centers, reported strong Q3 results with 83% revenue growth and doubled adjusted earnings. The company raised 2026 guidance to $21 billion revenue (69% growth) and projects $40 billion for 2027 (90% growth), outpacing Nvidia's expected 70% growth. Trading at 14x forward earnings, analysts project the stock could reach $660 by 2028, implying 144% upside potential.

10/30/2026, 8:04 AM • The Motley Fool

Why Celestica Stock Jumped Today

Celestica stock surged 12% after reporting strong Q3 2026 earnings driven by booming AI infrastructure demand. The company raised full-year revenue guidance to $21 billion (69% growth) and adjusted EPS to $11.55 (91% growth), with even more ambitious 2027 projections of $40 billion in revenue and $21.50 EPS, reflecting robust demand from hyperscalers and AI labs.

10/27/2026, 7:23 PM • The Motley Fool

Prediction: These 2 Stocks Will Be Worth More Than Palantir 5 Years From Now

Celestica and Marvell Technology are positioned to outperform Palantir over the next five years by capitalizing on AI infrastructure buildout. Celestica is expanding its role in data center infrastructure and AI systems design, while Marvell is growing its custom silicon and optical interconnect businesses. Both companies have strong growth trajectories, though Marvell's path to surpassing Palantir appears more straightforward than Celestica's.

10/08/2026, 7:08 AM • The Motley Fool

Telecom Electronic Manufacturing Services Market Size to Hit $414.70 Billion by 2035 | Research by SNS Insider

The global Telecom Electronic Manufacturing Services (EMS) market is projected to grow from USD 220.92 billion in 2025 to USD 414.70 billion by 2035, with a CAGR of 6.50%. Growth is driven by 5G infrastructure expansion, Open RAN adoption, and increased demand for advanced telecom equipment manufacturing. Asia Pacific leads the market, with China contributing 42.84% of regional revenues, while North America is rapidly expanding with domestic manufacturing investments.

08/10/2026, 3:30 AM • GlobeNewswire

2 Hidden Businesses to Watch as AI Keeps Heating Up

Despite concerns that AI trends may be peaking, Taiwan Semiconductor's 68% year-over-year revenue growth in June and Meta's expansion of its Louisiana data center to $50+ billion demonstrate sustained momentum in AI infrastructure buildout. The podcast highlights two lesser-known companies positioned to benefit: Comfort Systems USA, which provides specialized cooling and electrical work for data centers, and Celestica, which assembles advanced chips into custom AI server racks.

07/23/2026, 9:07 PM • The Motley Fool

The Anthropic IPO Could Make These 5 AI Stocks Unexpected Winners

Anthropic's IPO filing at a ~$1 trillion valuation will drive massive AI infrastructure spending. The company has committed $100+ billion to AWS and Google for compute capacity, positioning infrastructure suppliers like Celestica, Credo Technology, Astera Labs, Coherent, and Marvell Technology to benefit from the resulting data center build-out.

06/07/2026, 5:19 AM • The Motley Fool

Meta’s AI Monetization Model Sets the Standard for Hyperscaler Capex

Meta's AI-driven ad ranking delivers four times the revenue impact of increased ad load, with Q4 2025 ad revenue up 24% YoY. The company's incremental return on invested capital for AI investments exceeds 20%, validating aggressive capex expansion to $125-145B in 2026. Google's $80B additional AI investment announcement benefits TPU supply chain partners including Broadcom, Celestica, and Lumentum. The broader hyperscaler cohort is projected to spend over $600B on infrastructure in 2026, with 75% targeting AI specifically.

06/03/2026, 5:17 AM • Investing

What to Know About This Fund's $74.8 Million Indivior Sale

Divisadero Street Capital Management sold 2.26 million shares of Indivior (INDV) for approximately $74.76 million in Q1 2026, reducing its stake to 521,083 shares. The sale appears to be profit-taking after the stock surged nearly 200% over the past year. Despite the fund's exit, Indivior's fundamentals remain strong with Q1 revenue up 19% year-over-year to $317 million and SUBLOCADE sales jumping 32% to $232 million, prompting management to raise 2026 guidance.

05/30/2026, 4:01 PM • The Motley Fool

Canadian General Investments: Investment Update - Unaudited

Canadian General Investments (CGI) reported a NAV of $86.82 per share at April 30, 2026, with year-to-date and 12-month NAV returns of 8.0% and 42.3% respectively, outperforming the S&P/TSX Composite Index. The company's leverage increased to 12.4% of net assets, and its portfolio is diversified across sectors with top holdings including Celestica, NVIDIA, and Franco-Nevada.

05/05/2026, 1:45 PM • GlobeNewswire

Why Celestica Stock Is Plummeting Today

Celestica stock plunged 15.7% despite beating Q1 earnings expectations and raising full-year guidance. The company reported $4.05B in revenue (53% YoY growth) and $2.16 adjusted EPS, exceeding analyst forecasts, while raising annual sales guidance to $19B and EPS guidance to $10.15. The sharp sell-off suggests a valuation pullback despite strong fundamentals.

04/28/2026, 2:21 PM • The Motley Fool

Celestica Shares Drop Despite Strong Q1 Earnings Report

Celestica reported strong Q1 2026 earnings, beating analyst estimates with EPS of $2.16 (vs. $2.07 consensus) and revenue of $4.05 billion (vs. $3.96 billion consensus), up 53% year-over-year. The company raised its full-year 2026 outlook to $19 billion in revenue and $10.15 adjusted EPS. However, the stock fell 7.11% in after-hours trading to $392.17, suggesting investor disappointment despite the positive results.

04/27/2026, 4:35 PM • Benzinga

Stock Market Today: Dow Futures Fall, S&P 500 Gains As Trump Halts Iran Talks— Organon, SAP, Cheetah Net Supply Chain Service In Focus (UPDATED)

U.S. stock futures fell on Monday as President Trump canceled Iran talks, citing divisions within Tehran. The market awaits the Federal Reserve's Wednesday meeting with 100% likelihood of unchanged rates. Key movers include Organon jumping 15% on a $11.75B acquisition deal, SAP rising 6.14% on cloud adoption acceleration, and Cheetah Net plummeting 22.12% following a reverse stock split announcement.

04/27/2026, 8:33 AM • Benzinga

Ninepoint Partners Announces Anticipated Monthly Cash Distributions for its new Canadian stock HighShares and CoreShares ETFs

Ninepoint Partners LP launched new Canadian single-stock HighShares and CoreShares ETFs, announcing anticipated initial monthly distributions to be paid on May 7, 2026. The ETFs track companies including Constellation Software, Celestica, and Kinross Gold with monthly distribution amounts ranging from $0.04 to $0.21 per share.

04/13/2026, 11:06 AM • Benzinga

Advanced Micro Devices Looks Like a Hot Buy Heading Into Earnings

AMD is positioned for a potential rebound ahead of Q1 2026 earnings, down 30% from peaks but showing bullish technical setup, strong institutional buying (70%+ ownership), and positive analyst sentiment. The company's MI450 GPUs offer advantages in power efficiency and cost for AI datacenter inference workloads, with potential 200-400% upside if the company captures market share from NVIDIA. Key catalysts include the Helios launch and partnerships like Celestica for scaling deployments, though HBM supply constraints pose a risk.

03/24/2026, 10:03 AM • Investing