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Nvidia (NASDAQ: NVDA) and Advanced Micro Devices (NASDAQ: AMD) have been some of the top-performingartificial intelligence (AI) stocks due to their chips, but the next winner may be in networking. Data centers require a significant amount of networking cables, and that can position Arista Networks (NYSE: ANET) to outperform both chipmakers during the next year.…

What’s behind the move:Oracle is taking steps to limit its financial exposure to a massive data center planned for New Mexico as the project faces opposition and regulatory hurdles, according to a Bloomberg report.

Oracle is under EU scrutiny for its licensing practices, similar to issues faced by SAP, while also expanding its restructuring plan by $700 million due to rising AI data center costs. Despite 30% revenue growth in Q1, concerns about margin pressure and significant capital expenditures persist.

Micron (NASDAQ: MU) and Sandisk(NASDAQ: SNDK) have had an incredible 2026, with Sandisk stock rising more than 520% and Micron increasing by about 225% (as of Aug. 28). That ranks Sandisk as the top-performing S&P 500(SNPINDEX: ^GSPC) stock, and Micron as the fourth-best for 2026. That’s an impressive run, but there are still four months…

Memory chip demand has been exceeding supply thanks to artificial intelligence (AI) data centers, and that’s not surprising, as memory helps solve a key bottleneck that can impede the performance of AI data center chips.