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Nvidia, Micron, and Sandisk Are Up Over 1,000% Since the AI Boom Started. These 2 AI Stocks Could Be the Next Big Winners.

Networking stocks like Astera and Arista could be the next big winners as the AI boom continues.

Nvidia, Micron, and Sandisk Are Up Over 1,000% Since the AI Boom Started. These 2 AI Stocks Could Be the Next Big Winners.

Published August 6, 2026 · Category: Finance

Overview

Nvidia was one of the first stocks to soar as demand for artificial intelligence infrastructure exploded after the release of ChatGPT. The company designs graphics processing units essential to accelerating AI training and inference tasks, and the stock is up 1,360% since January 2023.

Micron and Sandisk were part of the second wave. They make memory chips and storage solutions, which are currently the biggest bottleneck in the industry, according to Nvidia CEO Jensen Huang. Micron is up 1,690% since January 2023, and Sandisk is up 3,860% since it was spun off from Western Digital in 2025.

Details

Which industry will benefit next? Some Wall Street analysts think networking companies like Astera Labs (NASDAQ: ALAB) and Arista Networks (NYSE: ANET) will be the next big winners.

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Source

Originally published at www.fool.com.

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Disclaimer: This article is for informational purposes only and does not constitute investment advice. Data may be delayed up to 15 minutes. Past performance is not indicative of future results. Consult a licensed financial advisor before making investment decisions.