Flex Exceeds Expectations, Raises Guidance, and Expands AI Data Center Exposure.

Flex reported Q3 sales of $7,058 million and raised its full-year revenue and earnings outlook. The company's growing exposure to AI-driven data centers and partnerships with NVIDIA and LG are reshaping its mix toward higher-value infrastructure and technology solutions. This momentum could be a game-changer for Flex, but the stock's high price and amplified impact of a slowdown from AI and data center strength are concerns.