Flex

FLEX

Market cap $45.2B

FLEX expands its Cerebras partnership to boost CS-3 AI system production sevenfold by 2026, opening new growth opportunities in AI hardware manufacturing.

AUSTIN, Texas, July 8, 2026 /PRNewswire/ -- Flex (NASDAQ: FLEX) will announce its first quarter fiscal year 2027 financial results before the market opens on Wednesday, July 29, 2026. The company will hold a conference call to discuss the results that day at 7:30 AM CT / 8:30 AM ET.

FLEX is benefiting from robust AI data center demand, expanding power infrastructure opportunities, improving margins and strategic acquisitions.

JBL and CLS are positioned to benefit from AI, cloud and data center demand, but both face competitive, trade and segment challenges.

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FLEX lands multiyear hyperscaler and AI infrastructure deals, driving capacity expansion and setting up strong CPI revenue growth through fiscal 2029.

All of these stocks have soared by triple digits during the first half of 2026.

New platform delivers direct-to-chip liquid cooling with end-to-end infrastructure and services, simplifying enterprise deployment of high-density AI compute AUSTIN, Texas, June 25, 2026 /PRNewswire/ -- JetCool, a Flex (NASDAQ: FLEX) company and leading provider of advanced cooling for AI and high-density computing, today announced the launch of a liquid-cooled version of the Dell PowerEdge XE7745 server. The solution combines a fully integrated, liquid-cooled system with commissioning, deployment, and ongoing maintenance services, along with unified warranty coverage across the server and cooling environment.

FLEX and PLXS are riding AI infrastructure, automation and advanced electronics demand, but key differences in growth, cash flow and execution stand out.

Here is how Flex (FLEX) and Ametek (AME) have performed compared to their sector so far this year.