Tech selloff hits electrical components stocks as AI infrastructure favorites retreat

Price Action
โดย Seeking Alpha·Read original
Summary · why it matters

Shares of electrical component and equipment makers fell broadly on Thursday as a technology-led market selloff spread beyond semiconductor stocks and into companies tied to artificial intelligence infrastructure, power management and energy storage. Vicor fell 11.6%, Vertiv dropped 4.3%, Eaton lost 3.8%, nVent Electric declined 4.0%, and Powell Industries fell 4.3%. Among energy storage and battery technology companies, Amprius Technologies fell 11.7%, Enovix dropped 9.1%, Eos Energy Enterprises lost 9.2%, ESS Tech declined 14.0%, and KULR Technology slid 8.9%. Hydrogen-related companies also came under pressure, with FuelCell Energy falling 14.9%, Ballard Power Systems losing 8.2%, and Plug Power declining 2.7%. Larger industrial names ABB dropped 7.1%, Schneider Electric fell 3.5%, and Generac lost 4.4%, while Hubbell was nearly unchanged. Not every stock in the group participated in the decline, as Emerson Electric rose 1.6%, AMETEK gained 1.3%, and Rockwell Automation added 1.1%.

Impact on stocks 23

Energy Transition & Power Demand▲ · 10 stocks
Robotics & Physical AI▲ · 3 stocks
Artificial Intelligence▲ · 3 stocks
Electrification & Mobility▲ · 2 stocks
Digital Finance & Tokenization▲ · 1 stocks
Defense & Geopolitical Fragmentation▲ · 1 stocks
Industrials▲ · 1 stocks
Smart City / Autonomous Infrastructure▲ · 1 stocks
Semiconductors▲ · 1 stocks
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