AISeeking Alpha4 days ago
The AI Kingdom Expands As Flex Joins The S&P 500
1 min read
Flex joined the S&P 500, re-rating from contract manufacturer to AI infrastructure compounder. Its Cloud and Power Infrastructure segment grew 38%, giving investors exposure to AI power, cooling, racks, and deployment speed. The Q1 2027 spin-off creates a cleaner sum-of-the-parts setup, though valuation sits at ~35x FY27 EPS.
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