TSX:CLSElectronic
Should Celestica’s Emerging AI ‘Picks-and-Shovels’ Role Require Action From Celestica (TSX:CLS) Investors?
In recent days, Celestica has drawn heightened attention as an essential hardware and manufacturing partner for AI, cloud, and data center infrastructure, with investors closely watching its upcoming earnings report and analyst revisions.
What stands out is how Celestica is being framed as a “picks-and-shovels” supplier to the AI build-out, combining real contracts, diversified customers, and a premium valuation versus peers.
With Celestica increasingly seen as a core supplier to AI and data...