4 Strong Buy AI Stocks to Consider Amid the Tech Selloff: CLS, DELL, TER & AXTI
Celestica (CLS), Dell Technologies (DELL), Teradyne (TER), and AXT (AXTI) are highlighted as strong buy AI stocks amid a tech selloff. CLS reported Q3 revenue growth of 83% YoY to $5.83B and expects 90% growth next year. DELL reported record AI server revenue of $16.4B in Q2. TER saw Q3 revenue jump 70% YoY to $1.3B. AXTI's Q3 revenue surged 162% YoY to $73.4M. All four stocks have a Zacks Rank #1 (Strong Buy).
How this was made
The 30-second read
Why it matters
It provides company-specific growth and backlog figures to justify dip-buying, but it does not present a clearly new, time-sensitive disclosure that would force immediate repricing today.
Market read
Useful for identifying AI infrastructure rebound candidates, but it functions as a promotional watchlist rather than a first-report catalyst.
What to watch
No discussion of customer concentration, order timing risk, export controls, or whether the cited results/guidance were already known before publication.
Background
The piece frames the recent AI tech selloff as creating “buying opportunities” and highlights four AI infrastructure-related companies with Zacks Strong Buy ratings.
Ticker impact
Celestica is cited with Q3 revenue up 83% YoY to $5.83B and guidance for 90% next-year revenue growth to $40B.
Mild upward bias as investors re-rate AI infrastructure demand, though near-term follow-through may be limited by the selloff context.
The article provides specific growth and guidance numbers for CLS, but it does not indicate a newly released event within the article timeframe.
Dell is described as having record Q2 AI server revenue of $16.4B, a $95B AI server backlog, and $74B AI server revenue outlook.
Likely supportive tone for DELL, with price action more dependent on broader tech sentiment than on a new disclosure.
The article cites concrete backlog and outlook figures, but it does not establish they were newly disclosed today.
Teradyne is cited with Q3 revenue up 70% YoY to $1.3B and adjusted EPS rising to $2.29 from $0.85 a year earlier.
Moderate positive bias as the market seeks AI-exposed semicap beneficiaries, but without a new trigger beyond the listicle framing.
The numbers are specific, yet the article reads as a “buy AI stocks” roundup rather than a first-report of a new print.
AXT is cited with Q3 revenue up 162% YoY to a record $73.4M and backlog exceeding $500M.
Potentially higher volatility with a positive tilt, but likely limited by the article’s non-event, promotional nature.
The article provides strong growth/backlog figures, but it does not clearly establish a new disclosure date or immediate catalyst.
Market effects
Reinforces a “AI infrastructure spend” read-through for data-center networking, servers, semiconductor testing, and optical connectivity.
Primarily US-listed large-cap and mid-cap tech/semicap sentiment; no direct regional policy or macro trigger.
Supports global AI supply-chain demand expectations, but without new cross-border developments.
Counterpoint
The article may over-weight recent AI infrastructure strength while under-weighting valuation compression risk and potential AI capex digestion after the selloff.
Key entities
- companyCelestica
Hyperscaler networking and data-center infrastructure beneficiary; cited Q3 revenue growth and next-year revenue outlook.
- companyDell Technologies
AI-optimized server exposure; cited AI server revenue, backlog, and fiscal-year outlook.
- companyTeradyne
Semiconductor testing equipment supplier; cited Q3 revenue and adjusted EPS growth tied to AI chip complexity.
- companyAXT
Indium phosphide substrates for optical communications; cited Q3 revenue surge and backlog.
