Amphenol Corporation, a leading provider of electronic and fiber optic connectors, saw its stock downgraded by B of A Securities due to concerns about potential design changes in NVIDIA’s GB200-based AI systems. These changes could negatively impact Amphenol’s AI revenue opportunities, leading to a significant reduction in content and potential difficulties in achieving its EPS targets for 2025/2026.
Results for: Design Changes
The Apple Watch Series 10 is expected to get a larger display, a new chip, and potentially an anniversary edition, but it will likely retain the same design as the Series 9. Disappointingly, the anticipated health features, including sleep apnea and hypertension detection, are facing delays due to technical and legal hurdles.