It’s time to buy the stock. Amphenol makes cables, sensors, and all kinds of connectors for electricity and data used in cars, planes, mobile phones, and the data centers that power AI. The AI boom helped the stock notch a 22% annual total return over the past five years,

Nvidia stock tumbled when DeepSeek said it trained an impressive AI model at a fraction of what U.S. companies have paid, but many Wall Street analysts remain bullish. President Trump's plan to reduce the corporate tax rate to 15% would let Nvidia repurchase more stock,