Microsoft's financial results and medium-term outlook appear much stronger than its trailing-12-month stock performance suggests. Amazon's cloud business is growing faster than it has in years, and more opportunities are on the horizon.

Chip and memory stocks are trading higher as investors shrug off concerns about an AI slowdown.

Generac Holdings (GNRC) surges 33% premarket after securing a long-term supply agreement with Amazon (AMZN) for backup data center generators. Kroger (KR) faces a $100M sales hit from a cyclosporiasis outbreak, prompting a reduction in its FY identical-store sales outlook to 0.2%-0.8%.

Quarterly-filed Form 13Fs allow investors to easily track which stocks Wall Street's savviest money managers are buying and selling. Billionaire Stanley Druckenmiller sent nearly 196,000 shares of networking solutions titan Broadcom packing in the second quarter -- and profit-taking likely isn't the full story.

Shares of Generac Holdings Inc (NYSE:GNRC) rose sharply in pre-market trading after the company announced a supply agreement with Amazon.com Inc. (NASDAQ:AMZN) for data center backup generators.

Generac stock (NYSE: GNRC) surged about 34% in extended trading on Wednesday after Amazon committed billions of dollars to backup generators for its expanding data-centre network, but the agreement gives Amazon more than equipment. Generac expects initial deliveries worth $2.4 billion across 2027 and 2028, while payments tied to the broader relationship could reach $8 billion.

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.

Amazon was granted warrants to buy up to $340 million wort of Generac stock as part of a deal to supply backup power generators for its data centers. Shares of Generac soared more than 40%.

Amazon (AMZN), the e-commerce and cloud giant, made $20 an hour the new minimum wage for qualifying full-time workers across its U.S. operations network Wednesd