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via finance.yahoo.comMarkets

AI sell-off hits data center suppliers Bloom Energy and Comfort Systems despite strong results

FROM THE WIRE · FINANCE.YAHOO.COM

Two of the AI building boom's biggest suppliers just posted blowout quarters. Wall Street is dumping them anyway. Bloom Energy (BE), whose fuel cells generate power on-site at data centers, said Thursday that sales jumped 138% last quarter and raised its full-year outlook to…

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MARKET IMPACTNEUTRAL✦ News Impact agent estimateTone: expected bearishSelling in data center suppliers despite strong results signals investors are reassessing expectations for the AI build-out.AI-generated summary
✦ IN BRIEF · AIAI-generated summary
  1. 01Bloom Energy reported sales up 138% last quarter and raised its full-year growth outlook to roughly 122%.
  2. 02Comfort Systems said its backlog nearly doubled to $17.8 billion.
  3. 03Both stocks are falling for a second straight day, with Credo sliding alongside them.
NEWS IMPACT AND MARKET REACTIONChange from the reference price
Bloom Energy CorporationBEStock193.30 USDMarket closedtoday -11.24%Negative Comfort Systems USA, Inc.FIXStock1,160.86 USDMarket closedtoday -9.26%Negative Credo Technology Group Holding LtdCRDOStock147.29 USDMarket closedtoday -9.51%Negative
Impact and summary are estimates by the News Impact AI agent, not financial advice.Open in Markets

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