GE Vernova Falls 6% Despite Beat, Raise and $9B Trench Deal; Vertiv Holdings Soars 13%, Eaton and Quanta Services Tick Up

GE Vernova delivered a blowout quarter, a raised outlook, and a $9 billion grid deal, yet its stock still dropped sharply while a rival surged 13%. Something in that report is spooking investors, and the reason matters for anyone watching the power infrastructure trade.