GE Vernova, Vertiv, and Bloom Energy slide 10% to 24% as AI financing worries grow

GE Vernova, Vertiv, and Bloom Energy fell 10% to 24% as mounting concerns over AI infrastructure financing intensified. Rising borrowing costs and political uncertainty are threatening to delay projects and heighten financial strain across the AI buildout. The selloff matters because AI-related power and cooling suppliers have been among the market's biggest beneficiaries of data center spending. Investors will watch upcoming financing conditions and project timelines for signs of whether the pullback in these names deepens.