Nvidia Earnings Drive Positive Outlook for Suppliers and Partners, Says Evercore [Yahoo! Finance]
Amphenol Corporation (APH)
Last amphenol corporation earnings: 4/22 08:00 am
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Source: Yahoo! Finance
Networks ( ANET Financials ), Vertiv ( VRT Financials ), and Amphenol ( APH Financials ), according to a note from Evercore ISI. Warning! GuruFocus has detected 4 Warning Signs with NVDA. The company underlined Nvidia's intentions to increase its Blackwell graphics processing unit shipments in the January quarter and all through fiscal year 2026. For vendors like Vertiv and Amphenol, both of which provide components for Nvidia's systems, this growth plus management's guarantee of surpassing previous fourth-quarter shipping projections is considered as positive. The analysts also pointed to ongoing demand for Nvidia's Hopper GPUs, which would help Hewlett Packard Enterprise ( HPE Financials ) and Dell Technologies ( Financials ). Evercore said that constant demand helps to allay worries about a possible slowdown when Nvidia moves from its Hopper to its Blackwell range of GPUs. Increased Ethernet-related investment is also predicted to benefit Arista Networks; this is probably g
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News
- Amphenol (APH) Up 4.9% Since Last Earnings Report: Can It Continue? [Yahoo! Finance]Yahoo! Finance
- Coaxial Cables Industry Assessment and Market Forecast 2025-2030 - Proliferation of 5G Networks and Increasing Broadband Penetration Driving the Market to Exceed $91 Billion by 2030 [Yahoo! Finance]Yahoo! Finance
- Nvidia's Blackwell era will test the world's most valuable company in a highwire act [Business Insider]Business Insider
- New Strong Buy Stocks for November 21st [Yahoo! Finance]Yahoo! Finance
- Amphenol (APH) Just Flashed Golden Cross Signal: Do You Buy? [Yahoo! Finance]Yahoo! Finance
APH
Earnings
- 10/23/24 - Beat
APH
Sec Filings
- 11/8/24 - Form 144
- 11/8/24 - Form 4
- 11/7/24 - Form 4
- APH's page on the SEC website