U.S. stocks have been swinging as investors debate whether the AI boom is turning into a bubble. Over the past five days, the tech-heavy Nasdaq Composite has declined by approximately 2.4%. Mixed earnings from companies such as Oracle and Broadcom have added to the AI bubble concern, raising questions about whether massive AI-related spending will translate into returns. The uncertainty has weighed on shares across the AI supply chain, including companies indirectly tied to the theme. GE Vernova (GEV), ...