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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.

On this episode of Stock Movers: - Generac (GNRC) shares are jumping after the company and Amazon execute a long-term supply agreement, with initial deliveries of backup generators expected to total $2.4b in 2027, 2028. - CoreWeave (CRWV) is the most actively traded stock in the premarket as it kicked off a fresh round of fundraising that includes a $3 billion convertible bond issue and a vehicle for potential share sales. - Lockheed Martin (LMT) shares are moving on news the Pentagon and Lockheed Martin have struck a framework agreement for a multi-year production contract for the Joint Advanced Tactical Missile, or JATM.

Generac will supply backup power generators for Amazon data centers in a long-term deal. Amazon also will get warrants to buy Generac stock.
Data center demand surges as C&I segment grows 29% and backlog hits $1.6 billion.
GNRC's data center push gains momentum as backlog hits $1.6B, capacity expands and 2026 outlook stays intact amid strong C&I demand.
Moby summary of Generac Holdings Inc.'s Q2 2026 earnings call
Generac (NYSE:GNRC) reported second-quarter 2026 net sales growth of 11% as rising demand from data center customers drove a 29% increase in commercial and industrial revenue, while home standby generator sales returned to growth. Net sales totaled $1.17 billion for the quarter, compared with $1.06
Generac Holdings Inc (GNRC) reports robust net sales growth and strategic investments in capacity, despite challenges in the residential segment.
Power generation products company Generac (NYSE:GNRC) will be reporting earnings this Wednesday before the bell. Here’s what to expect.
GNRC heads into Q2 with C&I growth, strong data center backlog and improving margins offset by softer residential demand.
GGG beats Q2 earnings estimates and reaffirms its 2026 outlook, with stronger margins and a growing order backlog despite softer organic sales.
Generac Holdings is set to report second-quarter results soon, with analysts expecting double-digit EPS growth.
ERock delivers deployable off-grid natural gas generation systems, helping tech giants bypass grid delays to instantly power artificial intelligence networks.
Generac (NYSE:GNRC) reported first-quarter 2026 results that management described as a return to strong growth, driven by accelerating demand in its Commercial & Industrial (C&I) segment and improved operating leverage. Consolidated net sales rose 12% year-over-year to $1.06 billion, while a
Generac Holdings Inc (GNRC) reports a 12% increase in net sales and raises full-year guidance amid robust C&I segment growth and strategic acquisitions.
Moby summary of Generac Holdings Inc.'s Q1 2026 earnings call

