AI Data Center Power Stocks Sink 23% as Selloff Hits Builders

A dozen AI data center builders and power suppliers have lost over $300 billion in market value since October 6, with the group down a median 23% versus a 5% decline for Big Tech buyers. The selloff appears sentiment-driven as no order cancellations have been reported, suggesting potential overselling ahead of earnings. This divergence between infrastructure providers and their customers signals market uncertainty about AI capex sustainability.

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