Generac surged 19% after signing a deal with Amazon to supply backup power generators for its data centers, with initial deliveries totaling $2.4 billion between 2027 and 2028. Fluence Energy tumbled 14% after cutting its 2026 revenue guidance to $2.4 billion from a prior estimate of $2.9 billion to $3.1 billion, and now expects a loss of $200 million before interest, taxes, depreciation and amortization. Vicor climbed 15% after granting a non-exclusive license to an AI OEM for its Vertical Power Delivery modules. SiTime gained about 10% after Morgan Stanley initiated research coverage with an overweight recommendation and a $730 price target, representing 33% potential upside. Tower Semiconductor rose nearly 9% following an agreement with New Photonics for the shipment of laser-integrated optical engines for AI infrastructure.
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