AI Project CancellationsData center capex-related stocks, including GEV, have underperformed primarily due to reports that Microsoft has paused/cancelled some AI-related projects.
Efficiency-Driven Demand SlowdownThe threat of an efficiency driven slowdown in electricity demand is now on investor minds and may limit valuation upside.
Wind Business OutlookWind orders decreased by 41% year-over-year, raising concerns about the outlook for this segment.