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