Celestica (NYSE:CLS), a leader in electronics manufacturing services, reported Q2 2025 earnings on July 28, with GAAP revenue of $2.89 billion and adjusted EPS of $1.39, surpassing analyst expectations and reflecting year-over-year growth of 21% and 54%, respectively. The company raised its full-year outlook, driven by strong performance in its Connectivity & Cloud Solutions and Advanced Technology Solutions segments, though customer concentration poses a risk for future volatility.
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The introduction of ChatGPT has shifted perceptions of Alphabet (NASDAQ: GOOGL, GOOG), as its market share in digital advertising and Google Search fell below 90%. Despite this, investors remain optimistic about Alphabet's potential for significant growth over the next five years, indicating confidence in the company's future. Want More Context? 🔎
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