Celestica (CLS) was up over 6% on the back of elevated CapEx spending plans from the hyperscalers - with Meta, Google, and Amazon guiding way above estimates…

… supporting management’s recent guidance bump to $17B in revenue, with 50% Y/Y growth in its communications segment.

The company left its FCF guide unchanged though, driven by a $1B CapEx target of its own… cost of doing business in an AI boom.