AI 데이터센터 공급업체, 성장세 보고… 10월 인플레이션 지표 월가 도달

, /PRNewswire/ -- Equity Insider News Commentary - U.S. stocks were lower in late morning trading on Tuesday, the day the Bureau of Labor Statistics published its October Consumer Price Index. As of 11:42 a.m. ET, the S&P 500 was down 57.20 points, or 0.76%, at 7,492.74, the Nasdaq Composite was down 269.19 points, or 1.07%, at 24,983.95, and the Dow Jones Industrial Average was down 357.50 points, or 0.68%, at 52,032.25. Below the index level, companies that make the physical equipment behind AI data centers, from chip inspection tools and optical links to electronics manufacturing, cooling systems and backup generators, have reported quarterly results over the past two weeks, three of them on Monday. Active Companies from around the markets with current developments this week include: Onto Innovation Inc. (NYSE: ONTO ) , Coherent Corp. (NYSE: COHR ) , Sanmina Corporation (NASDAQ: SANM ) , AAON, Inc. (NASDAQ: AAON ) , and Generac Holdings Inc. (NYSE: GNRC ) .

What the inflation report showed

According to the Bureau of Labor Statistics, the Consumer Price Index for All Urban Consumers increased 0.4 percent on a seasonally adjusted basis in October after rising 0.6 percent in September. The index for all items less food and energy rose 0.3 percent in October, as it did in September and August.

The agency said it did not collect survey data for October 2025 because of a lapse in appropriations and, as a result, cannot publish 12-month percent changes for October 2026 for indexes where October 2025 data are unavailable.

Inside the chip: inspection and process control

Onto Innovation Inc. (NYSE: ONTO ) was up 1.41% as of 11:42 a.m. ET. In its third quarter 2026 results released November 9, the company reported record quarterly revenue of $410 million, an increase of 88% as compared to the third quarter of 2025, with revenue, operating margin and earnings per share all exceeding the high end of its previously announced non-GAAP guidance ranges. Onto said Advanced Packaging and Specialty Devices also achieved record revenue, primarily driven by the Dragonfly® G5 and Firefly® inspection systems, and it said it expects fourth quarter revenue of $430 million to $450 million.

"Our outstanding results this quarter reflect excellent execution by our team and continued strength in the markets we serve," said Mike Plisinski, chief executive officer of Onto Innovation. "Demand remains robust as increasingly complex device architectures for next-generation AI and high-performance computing drive greater process control requirements."

Moving data with light

Coherent Corp. (NYSE: COHR ), which describes itself as a global leader in photonics, was down 3.34% at the same time stamp. Its first quarter fiscal 2027 results , released November 4 for the quarter ended September 30, 2026, showed revenue of $2.37 billion, an increase of 50% year over year and 56% year over year on a pro forma basis, with GAAP net income of $1.90 per diluted share and non-GAAP net income of $2.09 per diluted share. CEO Jim Anderson said the company expects fiscal 2027 pro forma revenue growth to exceed 60%.

"As AI datacenters transition from copper to optical connectivity, Coherent's broad photonics platform and manufacturing scale position us to help customers meet rising needs for bandwidth and energy efficiency," said Jim Anderson, CEO.

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Building the systems

Sanmina Corporation (NASDAQ: SANM ) was up 3.12% as of 11:42 a.m. ET. The integrated manufacturing solutions company's fourth quarter and fiscal 2026 results , released November 9, showed fourth quarter revenue of $3.86 billion and fiscal year revenue of $14.53 billion. For its first fiscal quarter ending January 2, 2027, Sanmina guided to revenue of $3.8 billion to $4.1 billion, and for fiscal 2027 it guided to revenue of $17.5 billion to $19.5 billion. Chairman and CEO Jure Sola said fiscal 2026 revenue grew 79%.

"This was a transformative year for Sanmina as we delivered strong broad-based growth across all of our end markets, integrated the ZT Systems business, strengthening our position in the Cloud and AI Infrastructure end market, and grew our core Sanmina business by double digits year-over-year, maintaining a well-diversified portfolio," stated Jure Sola, Chairman and CEO of Sanmina Corporation.

Cooling the load

AAON, Inc. (NASDAQ: AAON ), which calls itself The Aaon Group in its release, was up 22.41% at the same time stamp. Its third quarter 2026 results , released November 9, showed net sales up 84.1% to a record $707.4 million, with BASX-branded sales growing 218.3% to a record $397.2 million, which the company said reflected, among other factors, strong momentum in data center demand. Total backlog increased 40.5% year over year to $1.9 billion, and the company raised its 2026 outlook to net sales growth of 72%-75%, from 55%-60% previously. The same release said that during the third quarter reporting process, the company identified errors through enhanced review and control procedures and restated first and second quarter 2026 financial statements, and that it also identified a material weakness in its internal control over financial reporting and is continuing remediation efforts.

"Our third quarter results reflect strong execution and continued progress turning the investments we have made into stronger operating performance," said Matt Tobolski, President and CEO of The Aaon Group.

Power on standby