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Tariffs that can reach 100% on goods from key Russian oil buyers are not just a headline. They reshape where factories sit, which suppliers matter, and how resilient your portfolio really is. Supply chains that once leaned heavily on distant hubs may shift closer to U.S. shores. In this article you will see three U.S. onshoring and nearshoring stocks that appear positioned to benefit, and how this new rulebook could affect your next move. The three stocks below are just a sample from this...
Flex Ltd. has outpaced the technical sector, and analysts remain highly optimistic about the stock’s outlook.
AI data centers keep soaking up power and hardware spending while the Fed leans into higher-for-longer rates, and that mix is quietly reshaping which U.S. infrastructure stocks investors watch first. Big tech capex keeps flowing even as discount rates climb. This article examines three U.S. AI data center power and infrastructure stocks affected by that rate environment and spending cycle, and outlines why each may warrant closer attention now. The three stocks covered next are only a starter...
Flex Ltd. has been on a powerful multi year run, and with the stock now near recent highs, the real question for investors is whether today's valuation is still grounded in the cash the business can generate. Flex has delivered a very large 5 year share price gain of about 7x, which puts a lot of weight on whether its future cash flows can continue to support that kind of market value. The planned US$4.4b acquisition of EPC Power and the later spin off of Axiom Solutions may support higher...
Flex recently detailed its planned spin-off of Axiom Solutions International, Inc., a dedicated cloud and power infrastructure company, and outlined post-separation leadership moves including appointing Amy B. Schwetz as future Flex CFO and adding experienced industrial executives George R. Oliver and Mark Eubanks to its board. This combination of a focused AI and cloud infrastructure spin-off with seasoned financial and industrial leadership could materially reshape how investors view...
Flex Ltd. (NASDAQ:FLEX) on Tuesday unveiled Axiom Solutions International Inc. as the name of its planned independent cloud and power infrastructure company. The move advances Flex’s plan to separate the fast-growing business into a standalone public company. Axiom Targets AI Infrastructure Demand Flex also filed a preliminary Form 10 registration statement with the U.S. Securities and Exchange Commission. Following the planned spin-off, Axiom is expected to trade on the Nasdaq under the ticker
Flex (NASDAQ:FLEX) shares rose 2. 6% in premarket trading after the company named its planned cloud and power infrastructure spin-off Axiom Solutions International and filed a preliminary Form 10 registration statement with the US Securities and Exchange Commission.
Flex (Nasdaq: FLEX) today announced that Amy B. Schwetz will join the company as Chief Financial Officer (CFO) of its Regulated Manufacturing Services (RMS) and Integrated Technology Services (ITS) segments on October 5, 2026, and is expected to serve as Flex CFO following completion of the planned separation of its Cloud and Power Infrastructure segment. Flex also announced the expected post-separation composition of the Boards of Directors of Flex and Axiom Solutions International, Inc. (Axiom
Flex (Nasdaq: FLEX) today unveiled Axiom Solutions International, Inc. (Axiom) as the name of its planned independent Cloud and Power Infrastructure company and filed its preliminary Form 10 registration statement (Form 10) with the U.S. Securities and Exchange Commission (SEC), marking a key milestone in the planned spin-off from Flex (Spin-Off). Following completion of the planned Spin-Off, Axiom is expected to trade on the Nasdaq under the ticker symbol "AXM."
Flex is sharpening its AI infrastructure play through its planned acquisition of EPC Power, adding fresh power to its data-center ambitions.
Flex Ltd. shares are trading higher during Friday’s premarket session. On Thursday, the company agreed to acquire EPC Power for $4.4 billion, subject to customary adjustments.The agreement will add power conversion capabilities, including grid-forming technology, aimed at data center and...
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