Amphenol stock whipsaws on Nvidia’s cable-free Rubin reveal; APH earnings next
Amphenol shares closed up 1.1% at $141.38 Tuesday after rebounding from an early drop tied to Nvidia’s Rubin AI platform launch at CES. Evercore ISI said Rubin may cut some cabling but boost demand for denser connectors, a key Amphenol product. The next focus is Amphenol’s fourth-quarter earnings call on Jan. 28.