JP Morgan Maintains Neutral on Cummins, Lowers Price Target to $600

Generac Signs Amazon Generator Deal With $2.4B of Initial Deliveries

Generac Holdings has secured a major long-term supply agreement with Amazon to provide backup power generators for data centers, with initial deliveries totaling $2.4 billion expected in 2027-2028. The deal includes warrant provisions extending up to $8 billion in qualifying payments. Generac's data center backlog reached $1.6 billion as of July 2026, positioning the company to capitalize on accelerating AI and cloud computing infrastructure demand.

Shares of data center infrastructure-related companies are trading lower after AI executives from firms including Anthropic, OpenAI and SpaceXAI signaled that the industry's growth may have to be slowed, which may lead to curtailed demand for providers of electrical equipment and services, HVAC systems, and power generation capacity.

NHTSA Issues Interpretive Rule Ending Fuel Efficiency Regulation Of Standalone Medium And Heavy-Duty Truck Engines, Says It Lacks Statutory Authority Over Non-Vehicle Components; Existing Standards Unchanged Pending Rulemaking

https://www.nhtsa.gov/press-releases/truck-engine-fuel-efficiency-rule-reversed