This is why these stocks rose 3.2% and 7.1%, respectively, after Oracle’s latest earnings report.The big picture is that more data centers mean more networking equipment, expanding the market that Credo and Astera can target.Astera’s smart retimers offer similar benefits, but through chips rather than cables. Astera offers AECs too, but smart retimers are by far its largest revenue source.Credo’s primary product is its HiWire active electrical cable (AEC). These copper-based solutions can be much longer tha ...