Southern Co stock (SO) rose after its Georgia Power unit signed a deal with Google to support upgrades at two nuclear plants. These upgrades, subject to regulatory approval, could add 96 MW of new power capacity to the grid, helping Georgia Power meet rising demand, partly from Google's expanding AI infrastructure. The agreement could also provide about $900 million in benefits to customers over the units' lifespan.

Adobe and Jet2 have announced a multi-year strategic partnership to enhance the holiday experience for millions of Jet2 customers through AI-powered personalization. Jet2 will leverage Adobe CX Enterprise with agentic AI technology to offer relevant recommendations and consistent content, supported by a new Jet2 x Adobe Customer Experience Lab for rapid development of new AI services. This collaboration aims to further strengthen Jet2's customer-first approach and deliver highly personalized and timely interactions.

Generac Holdings Inc. (GNRC) is transitioning to become a major power infrastructure supplier for the data center industry, bolstered by a new long-term supply agreement with Amazon worth an estimated $2.4 billion for backup generators in 2027 and 2028. This deal expands Generac's exposure to hyperscale customers and AI-related infrastructure spending, contributing to an already substantial data center backlog. While the agreement offers significant growth potential and revenue visibility, Generac faces risks related to production capacity expansion, delivery schedules, and customer concentration with Amazon.

A recent SEC filing reveals that an insider at Cohu, Inc. sold shares valued at $3,347,640. This transaction comes amidst various other company news, including their Q2 2026 earnings call, an equity buyback plan update, and analyst rating changes. Cohu specializes in semiconductor test automation and interface solutions.

Cadeler and Vattenfall have partnered through a Memorandum of Understanding to enhance offshore wind operations and maintenance (O&M) solutions using Cadeler's Nexra service platform. Their collaboration aims to improve the efficiency, safety, and scalability of maintenance, particularly Major Component Exchange (MCE) capabilities, across various turbine platforms. This initiative seeks to reduce costs, minimize downtime, and support the growing demands of offshore wind turbine fleets.

Engineers Gate Manager LP significantly reduced its stake in Iron Mountain Incorporated (NYSE:IRM) by selling 60,780 shares, retaining 5,614 shares valued at $709,000. Insider selling also occurred, with executives like CEO William Meaney and EVP Mark Kidd selling shares totaling approximately $15.8 million. Despite these sales, analysts maintain a "Moderate Buy" consensus for IRM with an average price target of $139.83, following an 18.5% revenue growth and a declared quarterly dividend of $0.864.

Vega Investment Solutions has acquired a new position in Amazon.com, Inc. (NASDAQ:AMZN), purchasing 35,372 shares valued at approximately $8.43 million, making it their 26th largest holding. This comes as Amazon reported strong quarterly earnings, significantly beating analyst expectations with $5.75 EPS and 19.6% year-over-year revenue growth. Analysts maintain a "Moderate Buy" rating for AMZN, with an average price target of $321.19.

Wishbone Management LP recently acquired 110,000 shares of Amazon.com, Inc. (NASDAQ:AMZN) valued at approximately $26.2 million, making it their fifth-largest holding. Institutional investors and hedge funds collectively own 72.2% of Amazon, despite some insider selling under Rule 10b5-1 plans. Amazon reported strong quarterly results with a significant revenue increase and higher-than-expected EPS, leading analysts to maintain a "Moderate Buy" rating with an average price target of $321.19.

Stockbridge Partners LLC significantly increased its stake in Amazon.com, acquiring over 1.77 million shares valued at approximately $423.3 million during the second quarter, making it their fourth-largest holding. This comes as Amazon reported strong quarterly earnings, beating analyst expectations with $5.75 EPS and $200.61 billion in revenue. Analysts maintain a "Moderate Buy" rating for Amazon, while company insiders have recently sold shares under pre-arranged trading plans.

D.B. Root & Company LLC recently acquired 19,624 shares of Amazon.com, Inc. (NASDAQ:AMZN) valued at approximately $4.68 million, making it their 16th largest holding. This acquisition highlights continued institutional interest in Amazon, with other major firms like Amundi, Invesco, and Dimensional Fund Advisors also increasing their stakes. Amazon reported strong quarterly revenue and earnings, surpassing analyst estimates, contributing to a "Moderate Buy" consensus rating among analysts.