Nikada Recent market volatility has driven the stock of electrical components supplier Eaton Corp (NYSE:ETN) down 15% from its recent high of $345 (see chart below). Apparently, the sell-off is due to recurring doubts about AI monetization as evidenced by what some analysts (not me ...) believed was a disappointing earnings report from Google (GOOG). Tesla's (TSLA) weak earnings report didn't help. However, note that Google re-affirmed its significant cap-ex spend on AI infrastructure (i.e. data centers ...