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Canadian hardware firm Celestica's stock rallied 217% as demand for its artificial intelligence and data center components soared.
The Ethernet data center switch market doubled in three years, reaching a record $8 billion in quarterly sales in Q3 2025, driven by strong demand for AI infrastructure.
The Federal Reserve's recent rate cut has intensified debate over market stability, with some analysts warning that a high-valuation stock market crash could now trigger a US recession, reversing the typical causal link. The Fed faces a policy dilemma between managing inflation and preventing a market downturn, a conflict highlighted by internal dissent among officials.