GE Vernova Drops 8% After Earnings Miss — Is Wall Street Ignoring the $176B AI Power Boom?

GE Vernova just tumbled over 8% following a Q2 profit miss—even as revenue surged 22% and orders blew past expectations. Wall Street punished the stock due to widening losses in the company’s troubled wind division, but under the hood, demand from AI data centers and grid upgrades is exploding with a massive $176 billion backlog. In this episode of Implied, we break down whether this selloff is a knee-jerk overreaction to a short-term margin hiccup... or if persistent wind losses mean you should stay on the sidelines. Tune in to find out what's really driving the drop!