---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/42512189.md"
description: "$Vertiv(VRT.US) and $Ciena(CIEN.US) both fell three to four points today, $Constellation Energy(CEG.US) dipped slightly, and $Vistra(VST.US) was basically flat—all under the banner of AI data centers, these stocks have held up much better than the fuel cell batch.The thermal management and power distribution of $Vertiv(VRT.US) and the data center optical interconnect of $Ciena(CIEN.US) are closer to the hardware side, pulling back with computing power sentiment; $Constellation Energy(CEG.US) and $Vistra(VST.US) are supported by long-term power purchase agreements and nuclear baseload, with stable cash flow, showing defensive qualities on a sell-off day. On the same AI power chain, those closer to equipment and with higher elasticity fell more decisively today, while the steady-state power generation end held up better."
datetime: "2026-07-08T10:47:45.000Z"
locales:
  - [en](https://longbridge.com/en/topics/42512189.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/42512189.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/42512189.md)
author: "[星星莓](https://longbridge.com/en/profiles/28168126.md)"
generator: "portal-rs"
---

# $Vertiv(VRT.US) and $Ciena(CIEN.US) both fell thre…


### Related Stocks

- [VRT.US](https://longbridge.com/en/quote/VRT.US.md)
- [CEG.US](https://longbridge.com/en/quote/CEG.US.md)
- [VST.US](https://longbridge.com/en/quote/VST.US.md)
- [CIEN.US](https://longbridge.com/en/quote/CIEN.US.md)
- [20076.HK](https://longbridge.com/en/quote/20076.HK.md)

---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**