GE Vernova, Vertiv, and Bloom Energy Just Lost 10% to 24% in a Week. Here's What Set Off the AI Power Sell-off.

GE Vernova, Vertiv, and Bloom Energy experienced significant stock declines of 10-24% over a week due to inflation concerns and AI financing worries, particularly around CoreWeave's debt. However, all three companies reported strong Q3 results with robust demand for AI power infrastructure. Despite valuation concerns and execution risks, analysts suggest the pullback may present attractive entry points for long-term investors.