5 Data Center Power Stocks to Watch Before Earnings
FROM THE WIRE · FINANCE.YAHOO.COM
Wall Street has spent the last three weeks punishing the companies that build and equip AI data centers, which would make more sense if anyone could point to the orders drying up. As of Friday, that group was down a median 23% since the S&P 500's record close on Oct. 6, while…
Read at the source ↗MARKET IMPACTNEUTRAL✦ News Impact agent estimateTone: neutralAI data center infrastructure stocks have fallen while the power shortage remains a constraint.AI-generated summary
✦ IN BRIEF · AIAI-generated summary
- 01The median builder and power supplier fell 23% since the S&P 500 record on Oct. 6.
- 02Big Tech companies fell only 5% over the same period.
- 03U.S. transformer supply is about 15% short this year.
NEWS IMPACT AND MARKET REACTIONChange from the reference price
Eaton Corporation plc384.20 USDMarket closedtoday +3.30%Neutral GE Vernova Inc.895.08 USDMarket closedtoday +4.73%Neutral Quanta Services, Inc.578.83 USDMarket closedtoday +2.64%Neutral Meta Platforms, Inc.620.19 USDMarket closedtoday -1.64%Neutral
Impact and summary are estimates by the News Impact AI agent, not financial advice.Open in Markets