GNRC Generac Holdings Inc.

Super intelligence is moving from science fiction to zoning hearings, with tech giants signing an informal safety pact while politicians cheer on new data centres as “super intelligence factories.” That mix of hype, scrutiny and concrete pouring is where money is already being committed. This piece unpacks how the latest headlines ripple through AI infrastructure and power, and spotlights three US stocks that sit directly in the crossfire. The stocks covered below are just a sample. The full...

Mid-cap stocks often strike the right balance between having proven business models and market opportunities that can support $100 billion corporations. However, they face intense competition from scaled industry giants and can be disrupted by new innovative players vying for a slice of the pie.

XYL gains from strong water-solutions demand, acquisitions and shareholder returns, though China weakness and higher debt weigh on growth.

Generac Holdings (GNRC) recently secured a long-term agreement to supply backup generators for Amazon data centers, with initial deliveries expected to total US$2.4b across 2027 and 2028. Generac Holdings has experienced a sharp ride this year, with a year-to-date share price return of 47.51% and a 1-year total shareholder return of 23.69%. However, the 90-day share price return declined 25.30%, which hints that enthusiasm has cooled after earlier gains. Scan beyond Generac Holdings and spot...

A weekly roundup of MarketBeat analysis on volatile markets, oil, bond rates, AI stocks, dividend picks, and earnings outlooks, covering companies from NVIDIA to Tesla and Qualcomm.

A number of stocks jumped in the afternoon session after Treasury yields eased and crude oil prices fell amid U.S. and Iranian talks on reopening the Strait of Hormuz. U.S. stocks opened higher on Friday, with technology and industrials leading the advance, according to Industrial Info.

Amazon just gave Generac’s growing data-center business another major push.

NDSN is benefiting from broad-based business strength, acquisition gains and shareholder returns as it invests in long-term growth.

Constellium's strong end-market demand, strategic investments and shareholder returns are supporting growth as earnings estimates rise.

Generac Holdings has underperformed the Nasdaq over the past year, but analysts are cautiously optimistic about the stock’s prospects.

After a 190% run in a single year, Bloom Energy is sliding hard while the broader market barely flinches, and the real question is whether today's session is a routine shakeout or the first crack in a historic growth story.

This backup power play is generating serious buzz with a multibillion-dollar data center deal.

Generac's $1.6 billion data center backlog and $2.4 billion Amazon deal are reshaping its growth outlook as AI power demand surges.

The Amazon deal also involves Generac issuing warrants to the tech major.

APOG's $71.8M Groglass acquisition expands its Performance Surfaces capabilities, product offerings and geographic footprint.

Amazon struck a deal worth up to $8 billion with Generac for backup generators to power its AI data centers, underscoring how electricity supply has become a critical bottleneck in its AI buildout.

Generating cash is essential for any business, but not all cash-rich companies are great investments. Some produce plenty of cash but fail to allocate it effectively, leading to missed opportunities.

Generac Holdings Inc. (NYSE:GNRC) is gaining momentum in its efforts to evolve from a traditional generator manufacturer into a major power infrastructure supplier for the rapidly expanding data center industry. On September 16, the company announced a long-term supply agreement to provide backup generators for Amazon data centers. The agreement represents a potentially significant catalyst […]

Generac landed a supply agreement with Amazon, and analysts love it.

While profitability is essential, it doesn’t guarantee long-term success. Some companies that rest on their margins will lose ground as competition intensifies — as Jeff Bezos said, “Your margin is my opportunity”.

By Exec-Edge Editorial Staff Sir Lynton Crosby has spent four decades reading public opinion for people who couldn’t afford to get it wrong — prime ministers, presidents, and the boards of some of the world’s largest companies. As Executive Chairman of CT Group, the research and strategy firm he co-founded, Crosby has built one of […] The post Sir Lynton Crosby, CT Group Executive Chairman, on the Case for Capitalism appeared first on ExecEdge.

Investing.com -- A mixed week saw crypto-linked names rally despite a legislative setback, while profit warnings and a cautious outlook from one of the largest U.S. banks weighed elsewhere.

Warren Buffett first bought into Berkshire Hathaway 64 years ago and took control of the company in 1965.

SWK gains from automotive and industrial strength, cost savings and brand investments, while higher expenses and currency risks persist.

Amazon signed a supply deal worth up to $8 billion with Generac for on-site power generators to speed AWS data center buildouts, including $2.4 billion in orders for 2027-2028 and stock warrants.

Generac Holdings (GNRC) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions could translate into further price increase in the near term.

The market is currently pricing in what would be the shallowest interest rate hike cycle in modern history. Meanwhile, shares of Generac Holdings Inc. (GNRC) soared after the maker of generators signed a long-term contract with Amazon.com Inc. (AMZN) to supply $8 billion worth of generators for its data centers, highlights Amber Kanwar, host of the In the Money with Amber Kanwar podcast.

In recent days, Generac Holdings announced a long-term agreement to supply Amazon with industrial backup generators for its global data centers, with initial deliveries of about US$2.40 billion in 2027–2028 and total potential purchases up to US$8.00 billion, alongside purchase-linked warrants for Amazon to buy Generac shares. This move highlights how Amazon is locking in critical power resilience for its expanding AI and cloud infrastructure while also using equity-linked incentives to...

A long-term supply deal with an AI juggernaut has investors excited.

(Updates with index/price moves, macroeconomic data, and company/geopolitical news from the first pa

Generac's Amazon agreement spotlighted an emerging growth lever as the rapid buildout of data centers offsets sluggish demand for home standby generators. The news also lifted several of Generac stock's electrical equipment and power management peers on Thursday.

Generac (GNRC) trades at the highest earnings multiple in its five-company peer group on a trailing basis. Yet it ranks last of the five on revenue growth over the past year, and fourth on operating margin. The case for paying up rests on something the trailing numbers do not show yet: a data center order book that ships mostly in 2027.

↗️ Generac Holdings (GNRC): Shares closed up 18.3% after the backup-power company signed a $2.4 billion deal to sell data-center generators to Amazon.com. 🔎 Lennar (LEN): The homebuilder cut its home delivery target for the full year, citing interest-rate pressure and worsening conditions in the housing market, as its revenue and profit fell in the third quarter.

(Updates with market moves at the end of the day, and other changes, if any.) US stocks rebounded

Shares of power generation products company Generac (NYSE:GNRC) jumped 18.4% in the afternoon session after the company reached an agreement valued at up to $8 billion to supply Amazon with data center backup-power generators.

Stocks rebounded with the Nasdaq and S&P 500 jumping back above key support. Generac, Nebius, Bloom Energy, SpaceX were early winners.

Generac will supply backup power generators for Amazon data centers in a long-term deal. Amazon also will get warrants to buy Generac stock.

The backup power company disclosed a long-term deal to provide Amazon generators for its data centers.

Generac Holdings will supply backup power generators for Amazon data centers, with initial deliveries expected to total $2.4 billion in 2027 and 2028.

Investing.com -- Generac Holdings (NYSE:GNRC) shares rose 18% in after-hours trading following the announcement of a long-term supply agreement with Amazon.com to provide backup power generators for Amazon data centers.

Generac Holdings has seen its share price swing sharply in recent years, which puts a spotlight on what investors are really paying for. With the stock now reflecting a wide range of past outcomes, the key issue is whether the underlying cash flows are strong enough to support the current valuation. Over the past 3 years the share price has gained 59.2%, which raises the question of how much cash flow strength is already embedded in today's US$175.03 level. Generac's business model depends...

IEX is gaining from strong HST demand, rising orders, acquisitions and shareholder returns as it lifts its 2026 organic sales growth outlook.

Disposition represented less than 1% of his direct equity stake under a pre-planned Rule 10b5-1 trading arrangement adopted in December 2025.

ITW gains from broad-based segment growth, strong new-product demand and efficiency initiatives, while automotive and foodservice remain weak.

Rising power demand from AI, EVs and extreme heat is fueling renewables and storage, spotlighting three stocks positioned for the energy transition.

The S&P 500 (^GSPC) is home to the biggest and most well-known companies in the market, making it a go-to index for investors seeking stability. But not all large-cap stocks are created equal - some are struggling with slowing growth, declining margins, or increased competition.

Vertiv shed nearly 10% in a single session and has been sliding for three months, yet one Wall Street firm just set a street-high target that implies the selloff created an opening most investors are missing.

Vertiv has quietly shed nearly a third of its value from its peak even as earnings beats pile up and estimates keep climbing higher. One analyst has a target so far above current prices it sounds almost absurd, but the operating data behind it is harder to dismiss than you might expect.

IEX is gaining from strong data center, semiconductor, space and defense demand, acquisitions and shareholder returns.

NDSN boosts its dividend 15% to 94 cents per share, extending a 63-year streak as strong cash flows support shareholder returns.