---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/40282178.md"
description: "Dell and Vertiv both fell significantly today, with Ciena dropping over 6%—all are targets in the data center supply chain, moving down on the same day, but in different ways.My understanding is: Dell is more about valuation adjustment, while Vertiv's power supply chain is being dragged down by tariffs; as for Ciena's recent drop, is there a real fundamental issue, or is it just following the market decline? Can anyone who follows this stock share their thoughts?"
datetime: "2026-04-29T10:05:35.000Z"
locales:
  - [en](https://longbridge.com/en/topics/40282178.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/40282178.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/40282178.md)
author: "[the ai is smart](https://longbridge.com/en/profiles/27399832.md)"
---

# Dell and Vertiv both fell significantly today, wit…


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