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Key events, in time order
Stock falls 9.9% to 52-week low amid broader AI power trade weakness
TSX accepts NCIB; multiple sources confirm strong results but stock under pressure
Company raises full-year guidance, AI demand drives growth, Q3 growth approaches 69% YoY
UBS cites strong AI-driven demand for Ethernet switching and rack-scale solutions, sees 50% earnings growth to 2028
Insider selling may raise valuation concerns
Multiple sources highlight CLS's expanding role in AI networking and data centers
Market participants surprised by offering given prior calm capex stance
Zacks highlights AI-driven demand, but sentiment split post-offering.
AI monetization partners expand beyond META/GOOG to AMD, OpenAI, and AVGO, reinforcing pick-and-shovel status
Institutional investor establishes new position in Q1, indicating increased interest
Asset manager reduced holdings by 97.7% in Q1, indicating institutional positioning shift
Multiple independent sources confirm Q2 report after close July 27, listed among key earnings this week
Q2 2026 营收 $4.7B，同比增长 62%，调整后 EPS $2.54，均超指引上限。
Scotia Bank cut holdings 3.5% in Q1; shares pressured ahead of earnings
Multiple X users flag CLS as cheap Google supplier and high-growth name; no new specifics disclosed.
Related — this ticker is not the subject
Beat-and-raise quarter with record $8.2 billion backlog supports AI design-software demand narrative
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Cases AI-clustered from trusted X authors over 2 weeks; counts are distinct authors. Volume does not predict direction · Not investment advice
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Facts and opinions separated · All items sourced · Not investment advice