Jabil Inc. reported Q3 fiscal 2026 revenues of $8.8 billion (up 12% YoY) with core margins at 5.8%, benefiting from its geographically diversified manufacturing presence across 25 countries. The company is expanding capacity in India, Memphis, Mexico, and North Carolina to address evolving demand and mitigate geopolitical and tariff-related supply chain risks. Jabil currently trades at a forward P/E of 18.65, below the industry average, and carries a Zacks Rank #3 (Hold) rating.

Flex Ltd. is acquiring EPC Power for $4.4 billion to expand its AI infrastructure power capabilities, particularly in 800V data center power architectures. EPC Power is expected to generate $800 million in revenue in 2026 with 40% organic growth projected for 2027 and EBITDA margins expanding to approximately 30%. The acquisition will be integrated into Flex's CPI segment, which is planned to spin off as an independent public company in Q1 2027.

Jabil (JBL) has gained 36.2% year-to-date, outperforming its industry, driven by strong AI infrastructure demand with expected AI revenues reaching $13.6 billion in FY2026 from $9 billion in FY2025. The company is expanding manufacturing capacity across North Carolina, Memphis, and India. However, risks including supply chain vulnerabilities, customer concentration, and competitive pressures warrant caution, with the stock rated Zacks Rank #3 (Hold).

As AI systems grow more powerful, investors can benefit from companies building physical infrastructure rather than just software. Three stocks stand out: Astera Labs provides semiconductor connectivity solutions, Modine manufactures cooling systems for data centers, and Flex offers manufacturing and systems integration services. The article recommends allocating $350 to Astera, $350 to Modine, and $300 to Flex.

The global Telecom Electronic Manufacturing Services (EMS) market is projected to grow from USD 220.92 billion in 2025 to USD 414.70 billion by 2035, with a CAGR of 6.50%. Growth is driven by 5G infrastructure expansion, Open RAN adoption, and increased demand for advanced telecom equipment manufacturing. Asia Pacific leads the market, with China contributing 42.84% of regional revenues, while North America is rapidly expanding with domestic manufacturing investments.

Flex, an AI-native private banking platform for high-net-worth business owners, raised $70 million in Series B1 funding led by Halo Fund. The round comes six months after a $60 million Series B in December 2025. Flex is expanding globally to 100+ countries with stablecoin payment rails, multi-currency accounts, and private credit solutions. The company has crossed $10 billion in annualized payment volume and is doubling its team to 200 employees.

Vanguard Small-Cap Value ETF (VBR) outperforms State Street SPDR S&P 600 Small Cap Value ETF (SLYV) with a lower expense ratio of 0.05% versus 0.15%, better five-year returns ($1,540 vs $1,401 on $1,000 invested), and lower maximum drawdown. VBR tracks a broader index of 835 holdings compared to SLYV's 462 stocks, offering greater diversification for small-cap value investors.

SoFi Technologies was passed over in June's S&P 500 index changes but may qualify by September. With a market cap of $22.2 billion (just below the $22.7 billion threshold) and 10 consecutive quarters of positive net income, the company meets most technical requirements. S&P 500 inclusion would trigger massive purchases from tracking ETFs, potentially boosting the stock short-term and signaling long-term confidence in the company.

Bloom Energy stock surged 10.7% at market open on Tuesday but quickly gave up all gains by afternoon. The spike was driven by speculation that the company could be added to the S&P 500 index, as it now meets all criteria with a $70 billion market cap and recent profitability. Additionally, an analyst upgrade of rival FuelCell Energy validated the fuel cell market opportunity, where Bloom Energy is positioned as the industry leader with strong growth projections and major contracts including a 2.8 gigawatt partnership with Oracle.

Wall Street's momentum trade accelerated last week as earnings beats and AI-fueled optimism drove massive rallies across tech and infrastructure stocks. Ten large-cap stocks emerged as top performers, with gains ranging from 32% to 57%, driven by better-than-expected earnings, raised guidance, and major partnerships in cloud computing, semiconductors, and space technology.

U.S. equities hit fresh record highs on May 6, 2026, with the S&P 500 and Nasdaq 100 reaching all-time peaks. AMD and Super Micro Computer surged 16% on strong AI-driven earnings, while oil prices collapsed 6-7% on diplomatic hopes between Washington and Tehran. Technology stocks led gains, though energy stocks declined sharply. Mixed earnings results saw winners like Flex Ltd. (+30%) and DaVita (+18%), while CDW and Coupang fell 20% and 17.5% respectively.

The global medical device contract development and manufacturing organization (CDMO) market is expected to expand significantly at a CAGR of 13.12% from 2026 to 2033, driven by increased outsourcing by OEMs, demand for advanced connected devices, and the shift toward home care and minimally invasive treatments. CDMOs are becoming essential partners for managing regulatory complexities, reducing capital expenditure, and accelerating time-to-market.