Big Call Screening: Amphenol, Adidas, Duke Energy, Procter & Gamble

Hardware manufacturers are among the biggest beneficiaries of the new AI boom, akin to classic shovel sellers, especially as investments in expanding the necessary data and cloud center capacities are significantly increasing. In this regard, Amphenol (APH) has emerged as a favorite, particularly because the connectivity specialist has greatly expanded its portfolio for AI applications. Adidas is one of the top stories in the consumer segment. Thanks to new trendy retro sneakers from the Terrace collection (Samba) and fashionable casual wear,...