Editorial companion

What stands out

Amazon and Generac just turned a headline into a production plan, with a long-term supply agreement that pins $2.4 billion of initial generator deliveries to 2027 and 2028, a very specific revenue line investors can watch. Robinhood's story here is about momentum, not just a meme: transaction revenue at about 50 to 60 percent of sales, crypto exposure that amplifies swings, and rising net interest income (NII) as a real tailwind if rates stay higher for longer. Meanwhile, Bernstein downgrades in security software, including a hit around Palo Alto, show sector sentiment can reverse quickly after a big run.