Editorial companion

What stands out

Generac jumped after a deal to supply up to $8 billion of generators to Amazon, plus a warrant that gives the cloud giant a stake, a deal that looks less like a one-off and more like a template for how hyperscalers buy physical capacity for artificial intelligence (AI) workloads. The move helps explain why power equipment stocks can spike on headlines even when profits lag, and it echoes Oracle's earlier stake in Bloom Energy, underlining a new strategic layer to supplier relationships.