Evercore reiterated Amphenol as a top AI data center infrastructure pick on June 11, 2026, citing its role in high-speed interconnects and power products. Amphenol reported first-quarter 2026 sales of $7.6 billion, up 58% year-over-year, with orders rising 78% to a record $9.4 billion.
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Talen Energy: A Lower-Risk AI Trade