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NYSE:CLS News 3 December 2025 - 6 February 2026

Celestica stock jumps as Big Tech AI capex forecasts lift suppliers

Celestica stock jumps as Big Tech AI capex forecasts lift suppliers

Celestica shares jumped 5.9% to $312.31 Friday, tracking gains across AI hardware stocks as investors bet on higher data-center spending by major cloud firms. The company recently expanded U.S. manufacturing for Google’s TPU systems and raised its 2026 revenue target to $17 billion. Fidelity’s FMR LLC disclosed a 6.4% stake in Celestica. Jefferies maintained Broadcom as a “top pick” with a $500 target.
Celestica stock jumps nearly 8% as earnings loom and Google server talk resurfaces

Celestica stock jumps nearly 8% as earnings loom and Google server talk resurfaces

Celestica shares rose 7.5% to $331.52 Tuesday, trading as high as $337.25 ahead of its fourth-quarter earnings due after Wednesday’s close. Pomerantz LLP is investigating after a report suggested Google may shift AI server assembly to other suppliers, raising concerns over Celestica’s customer concentration. About 2.8 million shares traded hands. Investors are focused on the company’s guidance for 2026.
Fabrinet stock slides nearly 7% today as contract manufacturers sell off; earnings in focus

Fabrinet stock slides nearly 7% today as contract manufacturers sell off; earnings in focus

Fabrinet shares dropped 6.7% to $447.36 by early afternoon Monday, defying gains in the S&P 500 and Nasdaq. The decline came ahead of the company’s quarterly update, with investors watching for signs of demand shifts after management set a high revenue target for the December quarter. Jabil, Celestica, and Flex also fell. The ISM manufacturing PMI slipped to 47.9 in December, signaling contraction.
Celestica Inc Stock (CLS) News Today: Why Shares Slid, What Analysts Forecast, and What to Watch Next

Celestica Inc Stock (CLS) News Today: Why Shares Slid, What Analysts Forecast, and What to Watch Next

Celestica Inc. (NYSE: CLS; TSX: CLS) is back in the spotlight on December 15, 2025 after a sharp pullback that reminded investors of an uncomfortable truth: even “AI infrastructure winners” can get whipsawed when the market mood flips. On the NYSE, Celestica closed at $306.50 on December 12, down $44.91 (-12.78%), and was indicated higher in early pre-market trading on December 15 around $312.10 (+1.83%). StockAnalysis So what’s driving the move, what’s new in today’s news flow, and what do forecasts look like heading into 2026? Why Celestica stock dropped: the selloff was bigger than one company The most important
15 December 2025
Celestica Inc. Stock (CLS) Update: Why Shares Slumped, What Analysts Forecast, and the 2026 Outlook (Dec. 14, 2025)

Celestica Inc. Stock (CLS) Update: Why Shares Slumped, What Analysts Forecast, and the 2026 Outlook (Dec. 14, 2025)

Celestica Inc. (NYSE: CLS; TSX: CLS) is ending the week on a sharp down note after a steep tech-led selloff, even as new filings and fresh commentary published Sunday, Dec. 14, 2025 keep the company firmly in the spotlight for investors tracking AI data center infrastructure and hyperscaler spending. Below is a detailed, publication-ready look at today’s Celestica stock news, forecasts, and analysis, including what moved the shares, what Wall Street is modeling next, and the catalysts that could matter most into early 2026. Key takeaways for Celestica stock today Celestica stock price action: what happened into Dec. 14, 2025?
14 December 2025
Celestica (CLS) Stock: Latest News, AI Data Center Outlook and Analyst Targets as of December 3, 2025

Celestica (CLS) Stock: Latest News, AI Data Center Outlook and Analyst Targets as of December 3, 2025

Celestica Inc. (NYSE: CLS, TSX: CLS) has become one of 2025’s most explosive AI infrastructure plays. After a huge run and fresh product launches, the stock is now digesting gains in a bout of volatility. Here’s what investors need to know today. Celestica stock today: still near highs, but volatility is back As of the close on Tuesday, December 2, 2025, Celestica’s U.S.-listed shares finished at $304.29, down 4.4% on the day from $318.37.StockInvest+1 Key snapshot metrics: Technical services are split on what happens next: In other words: Celestica is no longer an under‑the‑radar value play. It’s an AI winner

Stock Market Today

Semiconductor stocks surge as AI capex stays high; Nvidia and AMD lead into next week

Semiconductor stocks surge as AI capex stays high; Nvidia and AMD lead into next week

7 February 2026
The Philadelphia Semiconductor Index jumped 5.7% to 8,048.6 on Friday, with Nvidia up 7.87% and AMD rising 8.28%. The surge followed new forecasts showing global chip sales could hit $1 trillion in 2026. Amazon expects a 50% increase in capital spending this year, fueling demand for chips. The Dow Jones crossed 50,000, helped by gains in chipmakers.
Oil stocks jump on Iran risk lift for crude — what to watch before Monday

Oil stocks jump on Iran risk lift for crude — what to watch before Monday

7 February 2026
U.S. oil stocks surged Friday as crude prices rose on renewed Middle East tensions. Exxon Mobil gained 2.0%, ConocoPhillips 2.5%, and Occidental Petroleum 2.7%. Refiners rallied after a national union deal eased strike risk, though BP’s Whiting plant faces a local dispute. Brent settled at $68.05 a barrel, up 0.74%.
Silver price rebound masks fresh stress after CME lifts margins again

Silver price rebound masks fresh stress after CME lifts margins again

7 February 2026
Spot silver surged 8.6% to $77.33 an ounce Friday after dropping below $65, but still lost over 8.7% for the week. CME Group raised margin requirements for COMEX silver futures to 18% from 15%, effective after Feb. 6. China’s UBS SDIC Silver Futures Fund hit its 10% down limit for a fifth session. Traders await key U.S. jobs and inflation data next week.
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