Celestica Surges 5.60% as AI Infrastructure Demand Drives 106th Most Traded Stock

Celestica (NYSE: CLS) surged 5.60% on September 3, 2025, with a trading volume of $0.80 billion, ranking 106th in market activity. The stock’s performance was driven by renewed investor interest in AI infrastructure providers, as hyperscalers like Google and Meta announced expanded capital expenditure plans. Celestica, a key supplier for data center hardware, benefits from rising demand for infrastructure to support AI computing.

Analyst coverage from Argus Research highlighted Celestica as a focal point in the AI hardware ecosystem. Recent updates to the firm’s sponsored research coverage emphasized its strategic position in the supply chain for companies prioritizing AI expansion. While competitors like NVIDIA and Marvell also gained traction, Celestica’s direct ties to hyperscale clients positioned it to capitalize on multi-billion-dollar investments in data center infrastructure.

The broader AI infrastructure trade saw momentum as Google’s $75 billion capex projection and Meta’s $60–65 billion spending plans signaled sustained demand. Celestica’s role in manufacturing and logistics for AI hardware aligns with these trends, reinforcing its appeal amid sector-wide optimism. However, the stock’s volume ranked relatively low, suggesting participation remained concentrated among institutional or strategic investors.

Celestica’s 5.60% gain aligned with its historical volatility in the AI hardware sector. The stock’s performance reflects its exposure to long-term industry tailwinds, though short-term momentum may depend on hyperscalers’ continued investment in infrastructure partners.