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AI Data Center Suppliers Report Growth as October Inflation Data Reaches Wall Street

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  • U.S. stocks fell in late morning trading on November 10, 2026, following the release of the October Consumer Price Index.
  • The S&P 500 dropped 0.76% to 7,492.74, the Nasdaq Composite declined 1.07% to 24,983.95, & the Dow Jones Industrial Average fell 0.68% to 52,032.25.
  • The Bureau of Labor Statistics reported a 0.4% seasonally adjusted increase in the Consumer Price Index for October, following a 0.6% rise in September.
  • The core CPI (excluding food & energy) remained unchanged at 0.3% for October, matching September & August figures.
  • The agency could not publish 12-month percent changes for October 2026 because survey data for October 2025 was not collected due to a lapse in appropriations.
  • Onto Innovation reported record Q3 2026 revenue of $410 million, an 88% year-over-year increase, & raised its Q4 revenue guidance to $430–$450 million.
  • Coherent Corp. reported Q1 fiscal 2027 revenue of $2.37 billion, a 50% year-over-year increase, & expects fiscal 2027 pro forma revenue growth to exceed 60%.
  • Sanmina Corporation reported fiscal 2026 revenue of $14.53 billion, a 79% year-over-year increase, & guided fiscal 2027 revenue between $17.5–$19.5 billion.
  • AAON Inc. reported Q3 2026 net sales of $707.4 million, an 84.1% increase, & raised its 2026 outlook to 72–75% sales growth after restating earlier quarterly results.
  • Generac Holdings reported Q3 2026 net sales of $1.29 billion, a 16% increase, & stated its data center backlog has grown to approximately $4.5 billion.
  • The five companies cover different stages of AI data center infrastructure, including chip inspection, optical connectivity, system assembly, cooling, & power backup.
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