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Affirm Holdings, Inc. (NASDAQ:AFRM) has underperformed the broader market year to date, but the tide is slowly turning. Robust growth in interest-bearing loans, a strategic partnership with Shopify in Australia, and accelerating volumes at Amazon provide multiple avenues for continued growth. On September 12, Goldman Sachs raised its price target to $115 from $106, citing […]
NetApp (NTAP) has spent years quietly retiring its own stock while the attention went to its flash arrays and AI deals. The stock is not quiet now: it has gained about 92% over the trailing six months and sits roughly 5% below its 52-week high. Fewer shares mean each one carries more of the profit. The question is what that is worth at this price.
Home Depot (HD) shares trade near $300, down about 26% over the past year, while the S&P 500 returned about 17%. Housing turnover has sat at historic lows for four years, and investors doubt the quality of Home Depot's reported profit. One number argues the other way. The stock trades at 1.8 times trailing sales, against a ten-year range of 1.7 to 2.9.
Major stock-market indexes rallied, reversing the declines that followed the Federal Reserve’s interest-rate hike Wednesday. Chip stocks rallied. The PHLX Semiconductor Index rose 3.1% after comments from Intel Chief Executive Lip-Bu Tan about soaring memory prices.
A long-term supply deal with an AI juggernaut has investors excited.
Snap (SNAP) generates free cash worth 7.4% of its market value a year, against 4.5% for the median S&P 500 company. A yield that high usually points one of two ways: a bargain, or a business the market expects to shrink. Snap is not shrinking: revenue grew 19% year over year in Q2 2026. So the market is pricing something else, the profit that sits underneath the cash.
Generac's Amazon deal 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.
Purchase-linked warrants align Amazon with its generator supplier as data-center resilience becomes a strategic constraint.
Amazon just handed Generac a contract that sent shares surging, but buried inside the deal is a warrant arrangement that could let the customer claw back the very gains it created. Here is what the peer group silence from Cummins reveals about who actually wins.
A long-term data center agreement sent Generac soaring, and the initial order may only be the beginning.
Generac Soars After Landing Massive $8 Billion Amazon Deal
Futures rebounded with the Nasdaq and S&P 500 eyeing key support. Generac, Nebius, Bloom Energy, SpaceX were early winners.
Amazon received 1.7 million warrant shares of Generac
Investing.com -U.S. stock index futures rose Thursday, as the Federal Reserve’s first interest rate hike in three years helped ease market anxiety over the central bank’s commitment to quelling inflation.
Generac Holdings (NYSE:GNRC) shares surged 33. 7% in pre-market trading after the company announced a long-term agreement to supply industrial backup generators for Amazon’s global data centre infrastructure.
Generac Holdings Inc. (NYSE:GNRC) shares are up about 33% during Thursday’s premarket session as investors react to a data-center supply agreement with Amazon.com, Inc. (NASDAQ:AMZN) disclosed on Wednesday. Amazon Data Center Generator Deal Generac stated that it issued Amazon warrants to purchase up to 1.69 million Generac shares at around $200.93 per share. As per the deal, Amazon’s wholly owned subsidiary, Amazon.com NV Investment Holdings LLC, received a warrant to purchase up to 1,693,745 s
The backup power company disclosed a long-term deal to provide Amazon generators for its data centers.
One of these companies earns more than 40% of its annual operating profit in the holiday quarter. But it's not the stock I'd buy first.
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.
Netflix (NFLX) has fallen about 35% over the past year, while the S&P 500 returned about 17%. The complaint is simple. Sales growth is slowing, and management will not show the quality metrics it leans on. That case misses the engine under per-share earnings, a wider margin, and a shrinking share count.
Amazon just acquired the team behind a wildly popular open-source analytics engine, but the code stays free for Microsoft, Google, and every other rival to use. So what exactly did Amazon buy, and can it turn that into a competitive edge?
Amazon.com (AMZN) stock has returned 8.9% over the past twelve months and trades about 13% below its 52-week high. Its cloud arm spent those months doing something the share price has not reflected. AWS growth sped up again in Q2 2026, and the contracts queued up behind it kept building. The upside case for the stock rests almost entirely on turning that queue into revenue.
Amazon just delivered its fastest growth since the pandemic.
Qualcomm’s diversification beyond smartphones is gaining traction as investors assess its potential role in hyperscaler AI infrastructure.