{
  "id": 8150307,
  "title": "This AI-picked stock jumps 18% on Amazon’s $8 billion power deal",
  "url": "https://urgent.news/2026/09/18/this-ai-picked-stock-jumps-18-on-amazons-8-billion-power-deal",
  "topic": "finance",
  "section": "Finance & Markets",
  "published": "2026-09-18T02:12:42.000Z",
  "source": {
    "name": "Investing.com",
    "slug": "investing-com",
    "url": "https://www.investing.com/news/stock-market-news/this-aipicked-stock-jumps-18-on-amazons-8-billion-power-deal-4906617"
  },
  "original_language": "en",
  "account": "On Thursday, Generac Holdings (NYSE:GNRC) experienced a dramatic 18-19% intraday surge, reaching approximately $207-208 per share, after securing a landmark $8 billion supply agreement with Amazon for data-center backup generators. The AI-powered Strategies model at Investing.com had previously identified Generac as a top holding. Quality Compounders, an Investing.com strategy, highlighted Generac as a financially durable, high-return business. The single-session gain comprised the bulk of the stock's 14.2% increase this month, with initial deliveries of around $2.4 billion expected in 2027 and 2028. Amazon received a warrant to purchase up to 1.69 million Generac shares at $200.93, exercisable through September 2033, with nearly 300,000 shares vesting immediately. This deal elevated Generac's market cap by approximately $1.9 billion, bringing it to near $12.25 billion. Analysts reacted swiftly, with Canaccord Genuity raising its price target to $375 from $275, and Cantor Fitzgerald reiterating an Overweight rating at $333, deeming the agreement as the most significant data-center disclosure since Generac's first hyperscaler win. The deal boosted Generac's adjusted EPS to $2.91, surpassing estimates of $2.00, and the company now anticipates nearly $4 billion in cumulative data-center volume through 2028. Nine of the strategy's 15 holdings are up this month, including Marvell and Qualcomm, while laggards like Jefferies Financial and ON Semiconductor declined. Other AI-infrastructure and quality-earnings strategies are outperforming the S&P 500, with Quality Compounders leading by 2.41 percentage points this month, followed by Aussie Materials and Aussie Tech Titans.",
  "summary": null,
  "key_points": [
    "Generac Holdings' stock jumps 18% after Amazon's $8B power deal",
    "Amazon secures $2.4B initial delivery of Generac generators by 2028",
    "Analysts raise price target to $375, citing deal as significant disclosure"
  ],
  "editors_take": null,
  "illustration": null,
  "coverage": {
    "outlets": 1,
    "also_reported_by": []
  },
  "ai_generated": true,
  "disclaimer": "Summaries, key points and the editor’s take are written by software from other outlets’ reporting and may contain errors — always check the linked original."
}