Amazon (AMZN) just made another move in the AI infrastructure arms race, literally.

The company was granted warrants to purchase up to $340 million (potentially $8 billion at full vesting) worth of Generac stock (GNRC), sending shares of the backup-power maker soaring more than 18%.

Under the deal, Generac issued warrants to Amazon.com NV Investment Holdings for up to 1.69 million shares at $200.93 apiece.

About 308,000 shares vested immediately, with the rest unlocking in tranches tied to Amazon's generator purchases; full vesting requires $8 billion in aggregate payments, and the warrants are exercisable through September 2033.

Generac will supply backup generators for Amazon's data centers, with initial deliveries worth $2.4 billion expected in 2027–2028.

The warrants represent nearly 3% of Generac's outstanding shares, and the company is valued at roughly $12.3 billion.

This follows last week's similar warrant deal with Qualcomm (up to $4 billion), continuing a pattern that's included Astera Labs, ATSG, Plug Power, and Spartan Nash.

$GNRC ( ▼ 0.45% ) has an overall Ziggma score of 66, ranking higher than peers on valuation.

Moreover, it still trades at a 37% discount to consensus price targets.

➡️ Learn how the Ziggma Stock Score works.

Amazon is quietly turning its AI capex into an equity strategy: locking in suppliers while keeping the upside.

Watch for more "supplier warrant" filings; they're becoming a stealth signal of where hyperscalers see their next bottleneck.

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U.S. equities rallied Thursday, clawing back Wednesday's post-Fed losses as Treasury yields and oil prices retreated.

Mega-cap tech led the charge — Nvidia and Amazon rose over 2%, Microsoft added 1.5%, and Intel surged 7%.

The relief rally followed Wednesday's quarter-point Fed hike, the first in three years, as Chair Kevin Warsh signaled another increase could come this year.

The 10-year Treasury yield dropped below 5% to 4.93%, easing pressure on growth stocks, while crude slipped as Saudi Arabia moved to reroute supply via ship-to-ship transfers near Oman.

Not everyone's convinced the rally has legs: BTIG's Jonathan Krinsky flagged weakening market internals, noting fewer than half of S&P 500 names remain above their 200-day moving average — a setup not seen since April 2000 with the index this close to a high.

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Goldman Sachs raised its global server TAM forecast to $1.5T by 2030 ($1.3T from AI servers alone), spotlighting SMCI's ~40% neocloud AI-server share.

Reports that Apple is building its own AI inference servers (M8 Ultra chips) reinforced capex optimism.

Moderna shares jumped after a Morgan Stanley Global Healthcare Conference presentation highlighted positive Phase 3 progress for intismeran, its personalized cancer vaccine candidate, plus new regulatory approvals and momentum across its respiratory vaccine portfolio (RSV/flu).

The move reflects renewed confidence in Moderna's pipeline beyond COVID vaccines, though volatility here is routine for the stock.

Intel rose on analyst upgrades (Tigress Financial to $145, Northland to Outperform at $120) citing turnaround progress.

High-NA EUV lithography passed 1 million wafers at Intel Foundry, Intel announced a 10% PC CPU price hike for October signaling pricing power, and talk of an SK Hynix Ohio memory deal plus a $2B+ Altera IPO added momentum.

T-Mobile underperformed a telecom sector that was up, pressured by aggressive AT&T/Verizon promotions denting its subscriber-growth outlook, newly disclosed security vulnerabilities in its 5G home-internet routers, and uncertainty from an announced CFO transition.

💼 Workday jumped on a report that private-equity financing talks for a take-private bid remain active, per CNBC's David Faber.

🚙 Lucid Group climbed after its CEO told Bloomberg that restructuring advisory work has concluded.

⏱️ SiTime rallied after Morgan Stanley initiated coverage at overweight with a $730 price target (33% upside).

📉 Market breadth warning: just 49% of S&P 500 stocks trade above their 200-day average, per BTIG — the lowest reading since April 2000 with the index this near a high.

🤖 Salesforce unveiled an "interface revolution" AI push at its investor day, though shares slipped 2.5% on the news.

🔶 Copper hit its highest level since Sept. 10 on tightening supply expectations.

🏠 Jobless claims fell to 196,000 (better than expected), but housing starts (1.275M) and permits (1.394M) both missed forecasts.

🩺 Citigroup downgraded Boston Scientific to neutral and cut its price target to $50, citing competition and lingering cybersecurity fallout.

🏦 The Bank of England held rates at 3.75% in a 6–3 vote, warning a hike is becoming "increasingly likely."

🐂 UBS and Edwards Asset Management both told clients to keep buying the dip, calling the post-Fed pullback an "overreaction."

DaVita extended its slide from August's margin scare, driven by falling revenue per dialysis treatment as patients drop off ACA/Obamacare plans, plus commercial-mix and phosphate-binder cost pressures.

No fresh Sept-17-specific catalyst emerged; this looks like continued sentiment fallout from the earlier guidance cut, despite maintained full-year EPS guidance and a Buy consensus.

Shares fell as California and 11 other states sued to block PSKY's $110.9B Warner Bros. Discovery merger.

A planned settlement meeting collapsed amid accusations of bad-faith negotiating and leaks, regulators signaled possible forced cable-asset divestitures, and an October "ticking fee" owed to Warner shareholders raises the cost of further delay.

Copart dropped after announcing a tender offer to acquire ACV Auctions, an online wholesale vehicle marketplace.

Investors reacted cautiously to the M&A move, weighing integration risk, valuation, and capital deployment against Copart's core salvage-vehicle auction business, overshadowing its recently reported Q4 FY26 results.

CSGP fell amid continued analyst skepticism, with BTIG cutting its price target to $42 and JPMorgan to $52 on missed bookings expectations.

The decline came despite CoStar completing its $800M Zonda acquisition (new-home construction data) and naming new leadership for Homes.com and Ten-X, suggesting the market remains focused on execution risk over expansion.

🍔 Darden reports fiscal Q1 2026 results on Sep 18; same-store sales and traffic trends offer a timely read on consumer spending resilience amid inflation and higher borrowing costs.

🛬 Boeing shares have slumped as much as 5% this week after the CEO admitted 737 MAX production remains unstable and tempered hopes for a large China order, weighing on industrials and suppliers.

🛰️ SpaceX, which priced its June IPO at $135/share in the largest-ever U.S. stock debut, keeps drawing heavy Wall Street analyst attention alongside Nvidia, Tesla, and Apple amid this volatile Fed/BOJ week.

🏦 The Fed raised its target rate to 3.75%–4.00% on Sep 16 in a unanimous vote, its first hike since 2023; Chair Kevin Warsh signaled one more increase by year-end, keeping rate-sensitive stocks under pressure into Friday's session.

🇯🇵 The Bank of Japan lifted rates to a 31-year high on Sep 18, flagging persistent inflation; a stronger yen and higher JGB yields raise the risk of a global carry-trade unwind that could ripple into U.S. equities and Treasuries.

⛽️ Crude remains elevated (recently topping $95–$113/bbl) after fresh U.S./EU sanctions on Russian energy exports tightened supply, stoking inflation fears, lifting energy names like Chevron while pressuring airlines, transports, and consumer-discretionary stocks.

💸 Post-Fed, the 10-year sits near 5.02% and the 2-year near 4.74%, pressuring tech and growth valuations, REITs, and utilities as markets price in further tightening through 2027.

💰 September's witching day lands on Sep 18, with roughly $1 trillion in options and futures expiring right after the Fed and BOJ decisions — a setup that historically amplifies intraday volatility and closing-hour volume.

🧑‍💼 Weekly jobless claims fell to 196,000 (released Sep 17), a multiyear-low pace signaling labor resilience even as the Fed hikes — complicating the soft-landing narrative and fueling debate over further tightening.

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