Celestica's AI Pipeline Strengthens as Hyperscaler Spending Accelerates -- Market Talk

Dow Jones

04/25

Thanos Moschopoulos is an analyst for BMO Capital Markets. "Celestica's AI Pipeline Strengthens as Hyperscaler Spending Accelerates -- Market Talk," at 2:02 p.m. ET on Friday, incorrectly named the bank the analyst works for.

(END) Dow Jones Newswires

April 27, 2026 07:00 ET (11:00 GMT)

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Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Celestica's AI Pipeline Strengthens as Hyperscaler Spending Accelerates -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCelestica's AI Pipeline Strengthens as Hyperscaler Spending Accelerates -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-04-25 02:02</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  Thanos Moschopoulos is an analyst for BMO Capital Markets. \"Celestica's AI Pipeline Strengthens as Hyperscaler Spending Accelerates -- Market Talk,\" at 2:02 p.m. ET on Friday, incorrectly named the bank the analyst works for. \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  April 27, 2026 07:00 ET (11:00 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU2125910500.SGD","symbol_name":"Natixis WCM Global Emerging Markets Equity H-R/A SGD","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2630682192","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2630682192","pubTimestamp":1777053720,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"1402 ET - Celestica's artificial-intelligence exposure continues to strengthen, helping fuel further stock gains, says TD Cowen's Thanos Moschopoulos. The analyst expects a solid first quarter, citing sustained hyperscaler capex and Celestica's positioning across key AI programs. Moschopoulos points to several tailwinds, including OpenAI's expanding infrastructure needs, Anthropic's broadened partnerships with Broadcom and Google, Google's newly announced TPU 8t and 8i chips, and Celestica's partnership with AMD on scale-up switches. These developments \"point to sustained growth and potential upside to 2026-2027 estimates,\" Moschopoulos says. He raises his target price to $450 from $370, with Celestica shares up 5.5%, to $413.28. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU2125910500.SGD":"Natixis WCM Global Emerging Markets Equity H-R/A SGD","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU2045819591.USD":"Natixis WCM Global Emerging Markets Equity R/A USD","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU1861215975.USD":"贝莱德新一代科技基金 A2","BK4588":"碎股","BK4585":"ETF&股票定投概念","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","CLS":"天弘科技","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","BK4145":"电子制造服务","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC"},"translate_title":"随着超大规模支出的加速，天弘的人工智能产品线得到加强——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"CLS":1.97},"content_text":"Thanos Moschopoulos is an analyst for BMO Capital Markets. \"Celestica's AI Pipeline Strengthens as Hyperscaler Spending Accelerates -- Market Talk,\" at 2:02 p.m. ET on Friday, incorrectly named the bank the analyst works for. \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  April 27, 2026 07:00 ET (11:00 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":true,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":true,"need_login_tip":false,"code":"91000000","status":"200"}}}