$Flex(FLEX.US) | Flex Ltd. Ordinary Shares, Q1-2027 Earning Report
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📢 𝐉𝐔𝐒𝐓 𝐈𝐍: Flex, Cerebras Expand U.S. Manufacturing to Boost CS-3 AI System Output - $Flex(FLEX.US) $Cerebras(CBRS.US)
👉 𝐊𝐞𝐲 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬:➤ 𝐅𝐥𝐞𝐱 and 𝐂𝐞𝐫𝐞𝐛𝐫𝐚𝐬 expanded their manufacturing partnership in California.➤ New Milpitas production lines are expected to increase 𝐂𝐒-𝟑 output by approximately 𝟕𝐱 through 2026.➤ Expansion includes new assembly lines, larger floor space, and advanced testing infrastructure.➤ Production will support growing demand from 𝐀𝐈 𝐦𝐨𝐝𝐞𝐥 developers, cloud providers, and enterprises.➤ The CS-3 features Cerebras' 𝐰𝐚𝐟𝐞𝐫-𝐬𝐜𝐚𝐥𝐞 processor with advanced liquid cooling and networking.➤ Flex developed specialized manufacturing, calibration, and validation processes for the CS-3.➤ Expansion will add 𝐡𝐢𝐠𝐡-𝐬𝐤𝐢𝐥𝐥𝐞𝐝 jobs across manufacturing, testing, supply chain, and systems integration.➤ Multiple production lines will enable simultaneous system integration and higher manufacturing throughput.👉 𝐖𝐡𝐲 𝐈𝐭 𝐌𝐚𝐭𝐭𝐞𝐫𝐬:➤ 𝟕𝐱 capacity expansion supports rising demand for 𝐡𝐢𝐠𝐡-𝐩𝐞𝐫𝐟𝐨𝐫𝐦𝐚𝐧𝐜𝐞 𝐀𝐈 infrastructure.➤ Strengthens 𝐔.𝐒. advanced manufacturing capabilities for next-generation AI hardware.➤ Increased production could accelerate AI system deployments for cloud and enterprise customers.👉 𝐄𝐱𝐩𝐞𝐫𝐭 𝐒𝐭𝐚𝐭𝐞𝐦𝐞𝐧𝐭:➤ "The CS-3 is unlike any computer system ever built, and scaling its production requires an extraordinary manufacturing partner. Flex brings the technical depth, operational rigor, and manufacturing expertise needed to support that scale. People often think the entire AI manufacturing and packaging supply chain lives overseas, but every day across the U.S., teams of American engineers and technicians are building state-of-the-art AI systems that power frontier AI workloads around the world." — 𝐃𝐡𝐢𝐫𝐚𝐣 𝐌𝐚𝐥𝐥𝐢𝐜𝐤, COO of Cerebras.➤ "The CS-3 does not resemble a conventional server or rack-scale compute platform. Every stage of the manufacturing process—from mechanical integration to thermal validation and final system qualification—required deep collaboration between our engineering teams. We thank Cerebras for their partnership in demonstrating what American advanced manufacturing can achieve when two highly technical organizations work side by side." — 𝐑𝐨𝐛 𝐂𝐚𝐦𝐩𝐛𝐞𝐥𝐥, President of Communication, Enterprise and Cloud at Flex. - V
The volatility in semiconductors...
$Taiwan Semiconductor Manufacturing Company(TSM.US) also dropped 6.69%, my core holdings 😂
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A few growth tech stocks that are at entry right now for swing traders.
• $AMD(AMD.US) (Chips) PT: $600 • $Ouster(OUST.US) (Lidar) PT: $70• $Fortinet(FTNT.US) (Cyberspace) PT: $170• $Marvell Tech(MRVL.US) (Jense) PT: $350 • $Arista Networks(ANET.US) (Networking) PT: $200• $Flex(FLEX.US) (Manufacturing) PT: $175• $NVIDIA(NVDA.US) (Jensens side gig after MRVL) PT: $235• $STMicroelectronics NV(STM.US) (Semis) PT: 90• $Dell Tech(DELL.US) (My fav in the list) PT: 550+ - D
Looks like even an MOU and peace deal amounts to nothing when there are just people who don’t care. Hope peace prevails.
☕ [Task Coins Giveaway] Daily Market Talk — Marvell Joins the S&P 500Big week kicking off. Marvell joins the S&P 500 before the bell today, the latest AI chip name to crash the index. But Warsh's first meeting as Fed Chair flipped hawkish, the dot plot now flirts with ...
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This charade has been going on far too long. There is only so much that the AI trade can carry the market as we move along.
☕ [Task Coins Giveaway] Daily Market Talk — Marvell Joins the S&P 500Big week kicking off. Marvell joins the S&P 500 before the bell today, the latest AI chip name to crash the index. But Warsh's first meeting as Fed Chair flipped hawkish, the dot plot now flirts with ...
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After climbing and pulling back last week, the Singapore stock market may see another adjustment this week.
The situation of the Israel-Palestine conflict has not improved yet. Will there still be opportunities for oil and gold prices? Let's continue to observe this week.
☕ [Task Coins Giveaway] Daily Market Talk — Marvell Joins the S&P 500Big week kicking off. Marvell joins the S&P 500 before the bell today, the latest AI chip name to crash the index. But Warsh's first meeting as Fed Chair flipped hawkish, the dot plot now flirts with ...
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AI chip trade still has plenty of room to run as demand for AI infrastructure keeps growing around the world. Continued spending by hyperscalers and increasing enterprise AI adoption should provide strong support for leading semiconductor companies. Valuations already stretched, future gains will likely depend on companies delivering strong earnings and guidance rather than AI excitement alone
☕ [Task Coins Giveaway] Daily Market Talk — Marvell Joins the S&P 500Big week kicking off. Marvell joins the S&P 500 before the bell today, the latest AI chip name to crash the index. But Warsh's first meeting as Fed Chair flipped hawkish, the dot plot now flirts with ...
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sti index hit all time high 5212 on 18 June 2026.
It achieved this ATH despite the summer world cup lull, that's really commendable. sg market must be looking attractive to the global investors, trend shows up once world cup round of 24 comes around. more good days to come.
☕ [Task Coins Giveaway] Daily Market Talk — Marvell Joins the S&P 500Big week kicking off. Marvell joins the S&P 500 before the bell today, the latest AI chip name to crash the index. But Warsh's first meeting as Fed Chair flipped hawkish, the dot plot now flirts with ...
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And as expected, the US-Iran Peace agreement is once more at stake when the market is closed. I'm not surprised at this point, and with Warsh's hawkish stance on his first FED meeting, the macro concerns have been piling up and putting pressure on the equities. Tech names are selling off the most, while certain staple sectors are still doing decently.
☕ [Task Coins Giveaway] Daily Market Talk — Marvell Joins the S&P 500Big week kicking off. Marvell joins the S&P 500 before the bell today, the latest AI chip name to crash the index. But Warsh's first meeting as Fed Chair flipped hawkish, the dot plot now flirts with ...
