The Core 4 AI stocks every investor should know: Jon Erlichman [BNN Bloomberg (Canada)]
Amphenol Corporation (APH)
Last amphenol corporation earnings: 4/22 08:00 am
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Source: BNN Bloomberg
His view is that investors may be overthinking the trade. Instead of chasing dozens of names, Dhiab focuses on what he calls the “Core 4,” four companies at the heart of the AI economy. Together, they form the essential building blocks of the AI buildout: chips, memory, connectivity, and power. Dhiab's approach is grounded in identifying companies with leadership positions, strong execution, and direct exposure to the infrastructure driving AI forward. In other words, a “picks and shovels” strategy for the AI era. Here are the four stocks at the core of his thesis, plus one bonus idea. As always, this is not financial advice. Nvidia sits at the center of the AI revolution. The company has evolved from its origins in gaming GPUs into the dominant provider of AI compute. Its CUDA software platform and rapid pace of innovation, with meaningful performance gains generation after generation, have helped create a significant competitive moat. Dhiab points to Nvidia's leadership and a
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News
- Amphenol Announces Details of Open Offer for ADC India Communications LimitedBusiness Wire
- Amphenol (APH) is now covered by Jefferies Financial Group Inc.. They set a "buy" rating and a $145.00 price target on the stock.MarketBeat
- Has The Recent Pullback Created An Opportunity In Amphenol (APH) Stock? [Yahoo! Finance]Yahoo! Finance
- Benchmark, Plexus, Amphenol, EchoStar, and Cognex Shares Are Falling, What You Need To Know [Yahoo! Finance]Yahoo! Finance
- Amphenol's Quarterly Earnings Preview: What You Need to Know [Yahoo! Finance]Yahoo! Finance
APH
Earnings
- 1/28/26 - Beat
APH
Sec Filings
- 3/30/26 - Form 8-K
- 3/27/26 - Form 8-K/A
- 3/26/26 - Form SCHEDULE
- APH's page on the SEC website