A roughly $4.5 billion data center backlog, including Amazon deliveries slated for 2027 and 2028, makes Generac an AI power supplier. Earnings beat expectations with revenue missing expectations, and full-year sales growth guidance held in the mid-to-high teens.
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Caterpillar Drops 7% as Moderate Sales Outlook Overshadows Beat; Deere Sits Out the Selloff, PACCAR Dips
Caterpillar (NYSE:CAT | CAT Price Prediction) stock was priced for a raise, but traders don’t always get what they expect. Booming data center power sales and an earnings beat couldn’t rescue Caterpillar…
Generac Q3 Earnings Preview: Can The Amazon AI Deal Deliver A Major Beat?
Generac (NYSE:GNRC | GNRC Price Prediction) reports third-quarter results Wednesday, October 28, before the market opens. This is the first earnings report since Generac disclosed its backup power deal with Amazon (NASDAQ:AMZN).…
Bloom Energy Retreats 4% as AI Power Trade Unwinds; Caterpillar Slides 3%, Generac Slips
Artificial intelligence’s power trade is slowing down, and Bloom Energy (NYSE:BE) shares are taking the hardest hit among the equipment makers tied to data center electricity demand. Bloom Energy stock is down…
Bloom Energy Sinks 6% as Traders Take Profits on a 190% YTD Run; Generac and Cummins Pull Back
Bloom Energy (NYSE:BE) is sinking in morning trading, giving back a piece of one of the year’s most explosive rallies. Shares are at $258.36, down 6%, while broad industrial and market benchmarks…
Generac Surges 16% on $2.4B Amazon Data Center Generator Deal; Caterpillar Ticks Up, Cummins Sits Out the Rally
Generac Holdings (NYSE:GNRC | GNRC Price Prediction) stock is up 16% to $203.76 in Thursday morning trading after the backup-power maker announced a long-term agreement to supply generators for hyperscale data centers.…
Vertiv Has Cooled For 3 Months: A Wall Street Strategist Says It Will Rebound 45% Very Soon
Vertiv shed nearly 10% in a single session and has been sliding for three months, yet one Wall Street firm just set a street-high target that implies the selloff created an opening…
Vertiv Stock Keeps Cooling Off. One Analyst Says a 100% Rally Is Coming
Vertiv has quietly shed nearly a third of its value from its peak even as earnings beats pile up and estimates keep climbing higher. One analyst has a target so far above…
Jim Cramer Warns AI Is Making Even “Diversified” Portfolios More Concentrated
Jim Cramer thought Caterpillar gave a viewer's portfolio real diversification until he looked closer and realized one quiet shift in the company's business had turned it into something else entirely.
Forget Chips: This Analyst Says 4 “Old School” Themes Could Be the Real AI Industrialization Winners
A top Wall Street analyst says investors chasing chip stocks are looking at the wrong part of the AI trade entirely, and she is pointing to four industrial names that could capture…
Vertiv Falls 25% in 1 Month: 100% Gains From Here Says Wall Street Pro
Vertiv just had its worst month in over a year despite five straight earnings beats, a record backlog, and nearly every analyst on Wall Street still calling it a buy. The disconnect…
Major Infrastructure CEO Says Data Center Demand Is “Unlike Anything We’ve Ever Seen Before,” Sees 5-7-Year Buildout
Generac's CEO just described order volumes he's never seen in his career, and the contracts already signed lock in demand years into the future. Here's what the backlog reveals about where this…
3 Major Reasons to Buy Vertiv Before July 29 Q2 Earnings
Vertiv enters its July 29 earnings report with a $15 billion backlog and a stock price sitting well below analyst targets, but one regional blind spot could complicate the bull case entirely.
Generac’s Data Center Pivot Fuels 57% Rally Despite Q4 Earnings Miss
Generac Holdings (NYSE:GNRC | GNRC Price Prediction) has surged 56.65% year-to-date, with shares climbing 36.35% over the past month and 20.51% in the last week. Incredibly, that means Generac is now outperforming 99%…
Here Are Thursday’s Top Wall Street Analyst Research Calls: BP Plc., Borg Warner, Generac, Kraft-Heinz, MercadoLibre, Pfizer, Shopify, Valvoline, and More
Pre-Market Stock Futures: Futures are trading higher after a wild Wednesday that saw the market rally hard on the open on the non-farm payrolls print that blew away estimates, despite a significant…
Stock Market Live January 23, 2026: S&P 500 (SPY) Slips After Substantial Rally
Live Updates Cathie Woods Just Bought Shares of Broadcom9:02am ETCathie Wood, who created the ARK Invest funds, is well known as a Tesla bull. However, her funds have been selling the stock…