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At close · Tue, Sep 29, 2026
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Bernstein flags data center bottleneck as networking stocks gain attention

The firm argues a key constraint in data centers could drive a large expansion for networking suppliers such as Celestica.

MarketWatch reports that Bernstein is pointing to a major bottleneck in data centers as a potential runway for networking stocks.

The outlet says the focus includes companies such as Celestica, tying the investment thesis to the networking infrastructure needed for data centers.

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