Amazon’s generator agreement and wage increase mattered more than today’s modest stock moves: both strengthen operating capacity while adding spending pressure.
The Fed raised rates 25 basis points to 3.75%–4%; inflation warnings pushed Treasury yields above 5% and reversed earlier equity gains.
Company news worth knowing#
- AMZN — $245.96, -0.99% | Generac’s 8-K confirms a long-term backup-generator supply agreement, with $2.4B of initial deliveries expected in 2027–28; Amazon receives warrants for up to 1.69M shares | Hold (Medium) — secures data-center equipment, but raises future cash demands. The $8B figure is a warrant-vesting payment threshold, not a disclosed firm order commitment.
- AMZN — More than $1.5B invested in higher U.S. operations pay; eligible workers get $1/hour more, with full-time starting pay reaching $20/hour | Hold (Medium) — retention benefits must offset higher fulfillment costs; watch retail margins.
Quiet: MSFT -1.37%, RDDT -1.27%, NET -0.79%, META +0.46%.