Shares of data center infrastructure-related companies are trading lower after AI executives from firms including Anthropic, OpenAI and SpaceXAI signaled that the industry's growth may have to be slowed, which may lead to curtailed demand for providers of electrical equipment and services, HVAC systems, and power generation capacity.

Shares of data center infrastructure-related companies are trading higher as stabilizing bond yields, oil price retracement and Fed rate hike clarity after today's CPI data help assuage concerns over customer borrowing needed to fund substantial capex plans.

Advanced Energy Industries shares are trading lower after a Form 4 filing showed its EVP, General Counsel sold 908 shares at an average price of $332.68 each.

BNP Paribas Maintains Outperform on AMETEK, Raises Price Target to $290

BNP Paribas analyst Andrew Buscaglia maintains AMETEK (NYSE:AME) with a Outperform and raises the price target from $280 to $290.

Deal Dispatch: Carets Corp Explores Strategic Alternatives, nVent Electric Buys Maverick Power for $1.75 Billion, BioXcel Bankruptcy

Major M&A deals this week include: The Descartes Systems buys Tai, KKR nabs Ci FLAVORS, Skimmer Acquires Pool Builder Geek and Poologics.

Mizuho Maintains Outperform on Bloom Energy, Raises Price Target to $351

Mizuho analyst Maheep Mandloi maintains Bloom Energy (NYSE:BE) with a Outperform and raises the price target from $242 to $351.

Bloom Energy Stock Slides Monday: What's Going On?

Bloom Energy is falling Monday as shifts in AI sentiment, geopolitical tensions, and rate concerns pressure high-beta energy stocks.