Geopolitics Alpha

AI Data Center Supplier Amphenol Jumps On Earnings Beat

Published . Updated .

GEOPOLITICS ALPHAAI Data Center Supplier AmphenolJumps On Earnings BeatAPHGEOPOLITICS ALPHA

This report is about AI and big tech.

Directly affected

  • APH Amphenol+1.3% 30d

    Named in this report.

Indirectly affected

  • QQQ Invesco QQQ+1.7% 18d

    Invesco QQQ: it holds the big tech and AI names. Linked by “ai” (AI and big tech) in this story.

  • AIQ Global X Artificial Intelligence & Technology ETF-1.8% 30d

    Global X Artificial Intelligence & Technology ETF: it holds the big tech and AI names. Linked by “ai” (AI and big tech) in this story.

  • GOOGL Alphabet-6.5% 30d

    Alphabet (computer programming, data processing, etc.): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) in this story.

  • MSFT Microsoft+8.4% 30d

    Microsoft (prepackaged software): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) in this story.

  • META Meta Platforms-7.9% 30d

    Meta Platforms (computer programming, data processing, etc.): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) in this story.

  • AMZN Amazon.com+2.9% 30d

    Amazon.com (catalog and mail-order houses): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) in this story.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
APH+1.20%-5.33%base+3.12%after closeafter closeafter close
QQQ+0.56%-2.36%base+0.01%after closeafter closeafter close
AIQPrices arriving within minutes———after closeafter closeafter closeafter close
GOOGLPrices arriving within minutes———after closeafter closeafter closeafter close
MSFTPrices arriving within minutes———after closeafter closeafter closeafter close
METAPrices arriving within minutes———after closeafter closeafter closeafter close
AMZNPrices arriving within minutes———after closeafter closeafter closeafter close

Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.

Market Call

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AI Data Center Supplier Amphenol Jumps On Earnings Beat Investor's Business Daily

Source: Investor's Business Daily

Invesco Qqq Trust, Series 1 (QQQ) since this story, compared with the market

CompanyWhenMoveStatus
APHthat day+3.12%still updating
APHthree days earlier-5.33%final price
APHfive days earlier+1.20%final price
Invesco Qqq Trust, Series 1 (QQQ)that day+0.01%still updating
Invesco Qqq Trust, Series 1 (QQQ)three days earlier-2.36%final price
Invesco Qqq Trust, Series 1 (QQQ)five days earlier+0.56%final price

Congressional trades in the stocks in this story

Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).

Who gains and who loses around Invesco Qqq Trust, Series 1 (QQQ)

Companies tied to this story

  • QQQ Invesco Qqq Trust, Series 1

    In “AI Data Center Supplier Amphenol Jumps On Earnings Beat,” Invesco Qqq Trust, Series 1 (QQQ) is linked, with no stored direction, medium confidence. Reason on file: Invesco QQQ: it holds the big tech and AI names. Linked by “ai” (AI and big tech) in this story

  • AIQ Global X Fds

    In “AI Data Center Supplier Amphenol Jumps On Earnings Beat,” Global X Fds (AIQ) is linked, with no stored direction, medium confidence. Reason on file: Global X Artificial Intelligence & Technology ETF: it holds the big tech and AI names. Linked by “ai” (AI and big tech) in this story

  • GOOGL Alphabet

    Alphabet (GOOGL) is linked, with no stored direction, medium confidence in the 28 Oct 2026 story “AI Data Center Supplier Amphenol Jumps On Earnings Beat.” Reason on file: Alphabet (computer programming, data processing, etc.): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) in this story

  • MSFT Microsoft

    In “AI Data Center Supplier Amphenol Jumps On Earnings Beat,” Microsoft (MSFT) is linked, with no stored direction, medium confidence. Reason on file: Microsoft (prepackaged software): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) in this story

  • META Meta Platforms

    For “AI Data Center Supplier Amphenol Jumps On Earnings Beat,” Meta Platforms (META) is linked, with no stored direction, medium confidence. Reason on file: Meta Platforms (computer programming, data processing, etc.): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) in this story

  • AMZN Amazon Com

    In “AI Data Center Supplier Amphenol Jumps On Earnings Beat,” Amazon Com (AMZN) is linked, with no stored direction, medium confidence. Reason on file: Amazon.com (catalog and mail-order houses): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) in this story

How “AI Data Center Supplier Amphenol Jumps On Earnings Beat” reaches Invesco Qqq Trust, Series 1 (QQQ)

“AI Data Center Supplier Amphenol Jumps On Earnings Beat” (28 Oct 2026) reaches Invesco Qqq Trust, Series 1 (QQQ) through this story.

Invesco Qqq Trust, Series 1 (QQQ) is on the page because Invesco QQQ: it holds the big tech and AI names. Linked by “ai” (AI and big tech) in this story

Global X Fds (AIQ) is here too. Its reason reads: Global X Artificial Intelligence & Technology ETF: it holds the big tech and AI names. Linked by “ai” (AI and big tech) in this story

Price levels for Invesco Qqq Trust, Series 1 (QQQ)

AIQ traded between 61.70 and 67.40 across 19 sessions. The latest close on file is 62.94. GOOGL traded between 316.61 and 359.38 across 20 sessions. The latest close on file is 320.65. QQQ traded between 701.18 and 762.84 across 18 sessions. The latest close on file is 721.22.

What the saved facts support for Invesco Qqq Trust, Series 1 (QQQ)

46 out of 100Price not final

“AI Data Center Supplier Amphenol Jumps On Earnings Beat” scores 46 out of 100. The score uses 1 sources, and 6 linked companies. The price is not final yet.