The AI sell-off is crushing stocks of companies leading the data center build-out

Two of the AI building boom's biggest suppliers just posted blowout quarters. Wall Street is dumping them anyway. Bloom Energy (BE), whose fuel cells generate power on-site at data centers, said Thursday that sales jumped 138% last quarter and raised its full-year outlook to roughly 122% growth. Comfort Systems (FIX), which installs the cooling and electrical systems inside them, said its backlog nearly doubled to $17.8 billion. Both stocks are falling hard for a second straight day. Credo (CRDO), which makes networking parts for data centers, is sliding with them.Bloom Energy leads a second day of selling in AI data center suppliers after blowout quarters.