Wall Street Breakfast With Steven Cress (Generac, Amazon, Powell, Kroger)

Generac shares surged after the company secured a $2.4B long-term generator supply agreement with Amazon. The deal follows substantial valuation compression since June and, alongside improving forward metrics, suggests a potential earnings and valuation inflection point for GNRC. Amazon's order materially improves demand visibility, although the article does not specify delivery timing or financial-year revenue contribution.