Generac, Amazon Agreement; Robinhood's Growth Runway; Palo Alto Cut

Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- Generac (GNRC) and Amazon execute a long-term supply agreement, with initial deliveries of backup generators expected to total $2.4b in 2027, 2028.
- Robinhood's (HOOD) earnings momentum appears poised to extend as favorable markets and retail engagement support trading, with transaction-based revenue at 50-60% of the total and crypto amplifying market sensitivity. Net interest income is benefiting as platform growth expands margin and cash balances, with higher-for-longer rates adding cyclical support.
- Bernstein is downgrading a trio of security software companies, writing that the sector “may have gotten over its skis” in the wake of pronounced year-to-date gains.

See omnystudio.com/listener for privacy information.