Wall Street Breakfast Podcast: Amazon Supercharges Generac

Generac surged 33% premarket after winning a long-term agreement to supply Amazon with backup generators for data centers, signaling a meaningful demand catalyst tied to data-center buildouts. Conversely, Kroger expects a $100M sales hit from a cyclosporiasis outbreak and cut its FY identical-store-sales outlook to 0.2%-0.8%. The news is strongly positive for GNRC but negatively affects KR's near-term sales and guidance.