TE Connectivity reported better-than-expected fiscal Q4 earnings and guided above consensus for Q1. Data center revenue doubled over two years and CEO expects over 30% growth next year. Neocloud stocks like CoreWeave and Nebius rebounded despite Musk's warning of 'guppy-level death'. SpaceX stock fell 2.7% after Putin called Musk a 'genius' and a report of Starlink users being targeted by an ad firm.
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