GE Vernova Declines 6% as AI Power Stocks Give Back Monday's Rally; Vertiv Drops 4%, Quanta Services Slides 2%
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One earnings update from Constellation Energy lit up AI power stocks on Monday, and sellers wasted no time taking it back. With inflation data and sky-high valuations in play, which names are most exposed if the trade keeps unwinding?
Directly affected
- GEV GE Vernova-13.9% 30d
Named in this report.
- PWR Quanta Services-6.8% 8d
Named in this report.
- CEG Constellation Energy+4.9% 30d
Named in this report.
Indirectly affected
- QQQ Invesco QQQ-9.8% 30d
Invesco QQQ: it holds the big tech and AI names. Linked by “ai” (AI and big tech) in this story.
- AIQ Global X Artificial Intelligence & Technology ETF-5.7% 13d
Global X Artificial Intelligence & Technology ETF: it holds the big tech and AI names. Linked by “ai” (AI and big tech) in this story.
- TIP iShares TIPS Bond ETF-0.3% 30d
iShares TIPS Bond ETF: it is a common hedge when prices rise. Linked by “inflation” (inflation and prices) in this story.
- MSFT Microsoft+7.1% 30d
Microsoft (prepackaged software): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) in this story.
- GOOGL Alphabet-15.6% 30d
Alphabet (computer programming, data processing, etc.): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) in this story.
- AMZN Amazon.com+8.2% 30d
Amazon.com (catalog and mail-order houses): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) in this story.
- META Meta Platforms-13.2% 30d
Meta Platforms (computer programming, data processing, etc.): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) in this story.
- WMT Walmart
Walmart (variety stores): big consumer-goods sellers feel price rises in costs and shopper demand. Linked by “inflation” (inflation and prices) in this story.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| GEV | +10.80% | -6.95% | base | -5.06% | after close | after close | after close |
| PWR | +10.81% | -14.06% | base | +0.30% | after close | after close | after close |
| CEGNo price data for this ticker | — | — | — | — | — | — | — |
| QQQ | +0.96% | -4.53% | base | +0.05% | after close | after close | after close |
| AIQ | +1.26% | -4.42% | base | +0.20% | after close | after close | after close |
| TIPNo price data for this ticker | — | — | — | — | — | — | — |
| MSFT | -4.47% | -1.64% | base | -0.52% | after close | after close | after close |
| GOOGL | -2.86% | -1.91% | base | +0.82% | after close | after close | after close |
| AMZN | -6.07% | -2.36% | base | +1.97% | after close | after close | after close |
| META | -3.18% | -5.61% | base | +0.80% | after close | after close | after close |
| WMTNo price data for this ticker | — | — | — | — | — | — | — |
Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.
GE Vernova Declines 6% as AI Power Stocks Give Back Monday's Rally; Vertiv Drops 4%, Quanta Services Slides 2% 24/7 Wall St.
Source: 24/7 Wall St.
Invesco Qqq Trust, Series 1 (QQQ) since this story, compared with the market
| Company | When | Move | Status |
|---|---|---|---|
| Global X Fds (AIQ) | that day | +0.20% | still updating |
| Global X Fds (AIQ) | three days earlier | -4.42% | final price |
| Global X Fds (AIQ) | five days earlier | +1.26% | final price |
| Amazon Com (AMZN) | that day | +1.97% | still updating |
| Amazon Com (AMZN) | three days earlier | -2.36% | final price |
| Amazon Com (AMZN) | five days earlier | -6.07% | final price |
| GEV | that day | -5.06% | still updating |
| GEV | three days earlier | -6.95% | final price |
| GEV | five days earlier | +10.80% | final price |
| Alphabet (GOOGL) | that day | +0.82% | still updating |
| Alphabet (GOOGL) | three days earlier | -1.91% | final price |
| Alphabet (GOOGL) | five days earlier | -2.86% | final price |
| Meta Platforms (META) | that day | +0.80% | still updating |
| Meta Platforms (META) | three days earlier | -5.61% | final price |
| Meta Platforms (META) | five days earlier | -3.18% | final price |
| Microsoft (MSFT) | that day | -0.52% | still updating |
| Microsoft (MSFT) | three days earlier | -1.64% | final price |
| Microsoft (MSFT) | five days earlier | -4.47% | final price |
| PWR | that day | +0.30% | still updating |
| PWR | three days earlier | -14.06% | final price |
| PWR | five days earlier | +10.81% | final price |
| Invesco Qqq Trust, Series 1 (QQQ) | that day | +0.05% | still updating |
| Invesco Qqq Trust, Series 1 (QQQ) | three days earlier | -4.53% | final price |
| Invesco Qqq Trust, Series 1 (QQQ) | five days earlier | +0.96% | final price |
Trades by members of Congress and officials in the stocks in this story
- Rep. Rohit Khanna sold Quanta Services (PWR) (held by a dependent child), worth $1,001 - $15,000 on 11 Sep 2026. That is 60 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Gilbert Cisneros bought Quanta Services (PWR), worth $15,001 - $50,000 on 27 Aug 2026. That is 75 days before publication. Filed 10 Sep 2026. View the filing.
- Donald J Trump, an executive branch official, sold Constellation Energy (CEG), worth $1,001 - $15,000 on 24 Aug 2026. That is 78 days before publication. Filed 8 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, bought Constellation Energy (CEG), worth $100,001 - $250,000 on 21 Aug 2026. That is 81 days before publication. Filed 8 Oct 2026. View the filing.
- Sen. John Boozman sold Constellation Energy (CEG) (jointly held), worth $1,001 - $15,000 on 13 Aug 2026. That is 89 days before publication. Filed 11 Sep 2026. View the filing.
- Rep. Rohit Khanna sold Microsoft (MSFT) (held by a dependent child), worth $1,001 - $15,000 on 28 Oct 2026. That is 13 days before publication. Filed 5 Nov 2026. View the filing.
- Sen. Shelley M Capito sold Microsoft (MSFT) (held by a spouse), worth $1,001 - $15,000 on 21 Oct 2026. That is 20 days before publication. Filed 4 Nov 2026. View the filing.
- Sen. Sheldon Whitehouse sold Microsoft (MSFT) (held by a spouse), worth $1,001 - $15,000 on 15 Oct 2026. That is 26 days before publication. Filed 2 Nov 2026. View the filing.
- Rep. Rohit Khanna bought Alphabet (GOOGL) (held by a dependent child), worth $1,001 - $15,000 on 28 Oct 2026. That is 13 days before publication. Filed 5 Nov 2026. View the filing.
- Rep. Pete Sessions sold Alphabet (GOOGL), worth $15,001 - $50,000 on 14 Sep 2026. That is 57 days before publication. Filed 18 Sep 2026. View the filing.
- Rep. Rohit Khanna sold Alphabet (GOOGL) (held by a spouse), worth $1,001 - $15,000 on 4 Sep 2026. That is 67 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Pete Sessions sold Amazon Com (AMZN), worth $15,001 - $50,000 on 27 Oct 2026. That is 14 days before publication. Filed 27 Oct 2026. View the filing.
Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).
Who gains and who loses around Invesco Qqq Trust, Series 1 (QQQ)
Companies carried with this story
- QQQ Invesco Qqq Trust, Series 1
Invesco Qqq Trust, Series 1 (QQQ) is linked, with no stored direction, medium confidence in the 10 Nov 2026 story “GE Vernova Declines 6% as AI Power Stocks Give Back Monday's Rally; Vertiv Drops 4%, Quanta Services Slides 2%.” Reason on file: Invesco QQQ: it holds the big tech and AI names. Linked by “ai” (AI and big tech) in this story
- AIQ Global X Fds
In “GE Vernova Declines 6% as AI Power Stocks Give Back Monday's Rally; Vertiv Drops 4%, Quanta Services Slides 2%,” Global X Fds (AIQ) is linked, with no stored direction, medium confidence. Reason on file: Global X Artificial Intelligence & Technology ETF: it holds the big tech and AI names. Linked by “ai” (AI and big tech) in this story
- MSFT Microsoft
Microsoft (MSFT) is linked, with no stored direction, medium confidence in the 10 Nov 2026 story “GE Vernova Declines 6% as AI Power Stocks Give Back Monday's Rally; Vertiv Drops 4%, Quanta Services Slides 2%.” Reason on file: Microsoft (prepackaged software): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) in this story
- GOOGL Alphabet
For “GE Vernova Declines 6% as AI Power Stocks Give Back Monday's Rally; Vertiv Drops 4%, Quanta Services Slides 2%,” Alphabet (GOOGL) is linked, with no stored direction, medium confidence. Reason on file: Alphabet (computer programming, data processing, etc.): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) in this story
- AMZN Amazon Com
For “GE Vernova Declines 6% as AI Power Stocks Give Back Monday's Rally; Vertiv Drops 4%, Quanta Services Slides 2%,” Amazon Com (AMZN) is linked, with no stored direction, medium confidence. Reason on file: Amazon.com (catalog and mail-order houses): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) in this story
- META Meta Platforms
For “GE Vernova Declines 6% as AI Power Stocks Give Back Monday's Rally; Vertiv Drops 4%, Quanta Services Slides 2%,” Meta Platforms (META) is linked, with no stored direction, medium confidence. Reason on file: Meta Platforms (computer programming, data processing, etc.): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) in this story
Invesco Qqq Trust, Series 1 (QQQ)
Invesco Qqq Trust, Series 1 (QQQ) is the company in “GE Vernova Declines 6% as AI Power Stocks Give Back Monday's Rally; Vertiv Drops 4%, Quanta Services Slides 2%,” the 10 Nov 2026 this story story.
Invesco Qqq Trust, Series 1 (QQQ) is on the page because Invesco QQQ: it holds the big tech and AI names. Linked by “ai” (AI and big tech) in this story
Global X Fds (AIQ) is here too. Its reason reads: Global X Artificial Intelligence & Technology ETF: it holds the big tech and AI names. Linked by “ai” (AI and big tech) in this story
Dates and price levels for Invesco Qqq Trust, Series 1 (QQQ)
AIQ traded between 61.70 and 67.40 across 11 sessions. The latest close on file is 62.94. MSFT traded between 505.00 and 559.14 across 20 sessions. The latest close on file is 545.22. QQQ traded between 680.34 and 757.18 across 20 sessions. The latest close on file is 685.32.
What the saved facts support for Invesco Qqq Trust, Series 1 (QQQ)
46 out of 100Price not final
“GE Vernova Declines 6% as AI Power Stocks Give Back Monday's Rally; Vertiv Drops 4%, Quanta Services Slides 2%” scores 46 out of 100. The score uses 1 sources, and 6 linked companies. The price is not final yet.