Generac Jumps 29.9% on Amazon Deal, Nebius Gains 9.19%, Aethlon Soars 344% on Merger, Lennar Falls 3.01%

Mumbai, Sept 18: US-listed stocks saw sharp moves today as company-specific announcements drove significant gains and declines across sectors. Generac surged after securing a potential $8 billion Amazon supply agreement, while Aethlon Medical jumped following a proposed merger with North Immunology. Nebius gained after raising GPU cloud prices, whereas Lennar fell after weaker-than-expected quarterly results and lower annual delivery guidance. Other stocks also moved on earnings updates, strategic partnerships, acquisitions, regulatory developments and capital-return announcements. 

Generac (GNRC) Jumps 29.9% After $8 Billion Amazon Deal 

Generac Holdings Inc. announced a long-term supply agreement with Amazon.com Inc. for backup generators used at data centres. The agreement could generate up to $8 billion in revenue, with initial deliveries expected to total approximately $2.4 billion during 2027 and 2028. The arrangement also includes a warrant allowing an Amazon subsidiary to acquire up to 1.69 million Generac shares at $200.93 each. 

Generac shares opened at $232.00, compared with the previous close of $175.11, and reached an intraday high of $233.50. At 2:45 PM ET, the stock traded at $227.50, up 29.9%, with volume at several times its 30-day average. The agreement gives Generac a multi-year supply arrangement tied to Amazon’s data-centre infrastructure expansion. 

Generac is a power equipment manufacturer whose products include residential and industrial generators, electric vehicle chargers and solar-battery storage systems. The company has been expanding its data-centre business as demand for backup power increases alongside data-centre construction. The agreement with Amazon adds a large hyperscale customer to that business. 

The initial $2.4 billion of deliveries covers 2027 and 2028, while the broader arrangement provides for potential purchases of up to $8 billion. Amazon’s warrant arrangement links additional share vesting to generator purchases and extends through September 2033. 

North Immunology-Aethlon Deal Sends Aethlon Shares Up 344.76% to $6.36 

North Immunology plans to enter the public market through a reverse merger with Aethlon Medical, with the transaction expected to close in the first quarter of 2027. Following the deal, North Immunology investors are expected to own 95.25% of the combined company, while existing Aethlon shareholders will retain the remaining stake. 

The new company will operate as North Immunology and trade on Nasdaq under the ticker NRTX. Aethlon shareholders will also receive a contingent value right linked to potential proceeds from Aethlon’s legacy Hemopurifier business. 

The transaction includes a $180 million private placement, with investors including Bain Capital, Janus Henderson and Deep Track Capital. Aethlon said the funding should support the combined company’s operations into the second half of 2028. 

North Immunology is developing NOR-101, an experimental treatment for atopic dermatitis designed to target both IL-13 and IL-18. The company plans to begin a Phase 1a study in the first quarter of 2027. 

Aethlon Medical shares traded at $6.36, up 344.76%, on 17 September 2026. The stock opened at $8.48, reached a high of $9.50 and touched a low of $6.05 

Lennar Shares Slip 0.34% as Q3 Earnings Miss Estimates 

Lennar Corporation reported weaker-than-expected third-quarter results for the period ended 31 August 2026, as higher mortgage rates and affordability concerns weighed on housing demand. The homebuilder posted adjusted earnings per share of $1.23, below the analyst consensus estimate of $1.29. Revenue declined 9% year on year to $8.05 billion, compared with expectations of $8.31 billion and $8.81 billion in the year-ago period. 

Lennar delivered 20,840 homes, down 3% from the previous year, while the average sales price also fell 3% to $372,000. New orders declined 9% to 20,879 homes, highlighting weaker demand. Mortgage rates reached around 6.8% by the end of the quarter, while inflation, geopolitical tensions, higher oil prices and affordability concerns affected consumer confidence. 

Gross margin on home sales fell to 15.8% from 17.5% a year earlier, while selling, general and administrative expenses rose to 9.2% of home sales revenue. Lennar expects fourth-quarter deliveries of 22,000–23,000 homes and reduced its full-year 2026 delivery guidance to 80,000–81,000 homes from 82,000–83,000. Shares fell 2.8% after the results. 

Lennar Corporation Class A (NYSE: LEN) traded at $78.09, down 0.34% or $0.27, at 1:07 pm GMT-4. The stock opened at $81.00 and touched an intraday high of $81.00 before falling to a low of $76.06. 

Also Read: What Is the New York Stock Exchange (NYSE)?

AtlasClear (ATCH) Reports 85% Preliminary FY26 Revenue Growth 

AtlasClear Holdings reported preliminary unaudited fiscal 2026 revenue of approximately $20.1 million, representing an 85% year-on-year increase. The company also reported preliminary revenue plus interest income of around $21.9 million, up approximately 70% year on year. Net income is expected to reach about $2.0 million for the fiscal year.  

The company’s growth was supported by multiple business lines. Commission revenue increased 56% to approximately $9.3 million, while stock locate fees rose sharply to around $6.8 million, compared with approximately $0.3 million previously. AtlasClear also signed six new correspondent relationships, although these are not expected to have contributed significant revenue during FY26.  

The preliminary figures indicate stronger revenue generation across AtlasClear’s securities and financial-services operations. The company expects to report its audited fiscal 2026 results later in September, when it will provide the final financial figures and additional details on its business performance.  

AtlasClear Holdings Inc traded at $0.18, up 11%, on 17 September 2026. The stock ranged between $0.17 and $0.19, with a 52-week high of $1.92 and low of $0.16. 

Fluence Energy (FLNC) Falls 18.78% After FY26 Guidance Cut 

Fluence Energy Inc. (NASDAQ:FLNC) fell 18.78% premarket after cutting fiscal 2026 revenue guidance to approximately $2.4 billion from a prior midpoint of $3.0 billion. Adjusted EBITDA guidance went to a loss of roughly $200 million from a previous midpoint loss of $10 million. The reduction marked the company’s second guidance cut in six weeks, adding another change to its financial outlook during the current financial year. 

Fluence shares fell approximately 17% during the session. The guidance reduction also prompted five analyst downgrades, according to the supplied market information. The production delays became the immediate reason for the revised outlook, placing the company’s Houston operations at the centre of the announcement. 

Fluence Energy operates in energy storage and related power-management technologies. Its financial outlook depends partly on the timing of project deliveries and production capacity. The latest guidance change therefore linked the stock’s movement directly to the company’s revised expectations for fiscal 2026 revenue. 

The development adds to a series of recent changes in Fluence’s financial outlook. The second reduction within six weeks made the latest announcement more significant than a routine forecast update and placed renewed attention on production execution during the remainder of fiscal 2026. 

Nebius (NBIS) Gains 9.19% After GPU Prices Rise Up to 21% 

Nebius Group NV announced price increases across its on-demand GPU cloud services, effective 1 October 2026. Prices for several GPU products will increase between 17% and 21%, while selected CPU services will also become more expensive. 

The company will raise H100 pricing by 17% to $4.50 per GPU-hour, H200 pricing by 20% to $5.40, B200 pricing by 19% to $8.50 and B300 pricing by 21% to $9.50 per GPU-hour. CPU pricing for AMD EPYC Genoa services will increase by between 25% and 41%, while memory pricing will also rise. 

Nebius shares opened at $102.00, compared with the previous close of $92.50, and reached an intraday high of $104.50. At 2:45 PM ET, the shares traded at $101.00, representing a 9.19% increase. Trading volume was described as several times the 30-day average. 

The company said the pricing changes reflected the demand environment and the value of its AI cloud platform. The announcement represents the company’s second price increase since May 2026, while it continues to expand capacity for AI computing services. The new rates will take effect from October 1. 

InnSuites Hospitality Trust (IHT) Narrows Q2 Loss To $0.02 

InnSuites Hospitality Trust reported a second-quarter loss of $0.02 per share, compared with a loss of $0.04 in the same quarter a year earlier. Sales increased to $1.837 million from $1.799 million. 

The hospitality and real estate investment trust’s shares opened at $1.35, compared with the previous close of $1.32, and reached $1.36 during the session. At 2:45 PM ET, the stock stood at $1.36, up 3.0%, with light trading volume. 

The results showed a narrower per-share loss alongside modest year-on-year revenue growth. The earnings release followed the previous day’s market close, and the stock also recorded a 3.0% move in after-hours trading. 

Copart Launches $10.50 Tender Offer for ACV Auctions 

Copart Inc. has launched a tender offer through its wholly owned subsidiary, Apple Merger Sub Inc., to acquire all outstanding shares of ACV Auctions for $10.50 per share in cash. The offer follows a merger agreement signed on 10 September 2026 and will expire at 11:59 p.m. ET on 30 September 2026, unless extended or terminated earlier. 

The transaction requires more than 50% of ACV Auctions’ outstanding shares to be validly tendered, including shares already held by Copart and its affiliates. It also depends on the expiration or termination of the waiting period under the Hart-Scott-Rodino Antitrust Improvements Act. The offer does not include a financing condition. 

ACV Auctions’ board has recommended that shareholders accept the offer. If the conditions are satisfied, Apple Merger Sub will merge with ACV Auctions, which will continue as a wholly owned Copart subsidiary. The transaction will proceed under Section 251(h) of Delaware law and will not require a shareholder vote. 

Meanwhile, Copart shares traded at $29.54, down 4.15%, on 17 September 2026. The stock opened at $30.80 and traded between $29.45 and $30.80 during the session. 

Also Read: How to invest in US stocks

Bank7 to Acquire Century Financial for $137.3 Million 

Bank7 Corp. has entered into a definitive agreement to acquire 100% of Century Financial Services Corporation, the parent of Century Bank, for approximately $137.3 million. Century shareholders will receive $210.41 in cash and 3.7052 Bank7 shares per share, based on $70 million in cash and 1,232,657 Bank7 shares. 

The transaction would create a combined organisation with approximately $3.3 billion in total assets. As of 30 June 2026, Century Bank had $1.36 billion in assets, $1.23 billion in deposits and $845 million in gross loans. Founded in 1887, Century Bank operates eight branches across New Mexico and two loan production offices in Dallas and Houston. 

Bank7 plans to retain the Century Bank name and expand its presence into New Mexico, alongside its existing markets in Oklahoma, Texas and Kansas. The deal follows Bank7’s selection as the successful bidder for a 71% controlling interest in Century through a receivership proceeding. 

Bank7 shares traded at $55.37, up 1.84%. The stock opened at $54.38, reached $55.83 and touched a low of $53.98. The transaction is expected to close in the fourth quarter of 2026, subject to shareholder and regulatory approvals. 

Colony Bankcorp Receives Regulatory Approval for First Reliance Deal 

Colony Bankcorp Inc. and First Reliance Bancshares Inc. have received all required regulatory approvals for their proposed merger, bringing the $163 million transaction closer to completion. The deal, announced on 24 June 2026, remains subject to shareholder approval and other customary closing conditions. 

Special meetings for shareholders of both companies are scheduled for 14 October 2026, with the companies targeting completion in the fourth quarter of 2026. Once completed, the combined organisation is expected to have approximately $5 billion in total assets, $4 billion in deposits and $3.2 billion in loans. 

First Reliance Bancshares, headquartered in Florence, South Carolina, has approximately $1.1 billion in assets and provides consumer and business banking services. Colony Bankcorp operates Colony Bank across Georgia and North Florida. 

Colony Bankcorp shares traded at $20.99, down 0.33%. The stock opened at $21.23, reached a high of $21.39 and touched a low of $20.97 during the session 

USA Rare Earth Shares Rise 4.67% to $15.80 After Quantum Technology Partnership 

USA Rare Earth has partnered with Pasqal and Riven Systems to develop quantum machine learning-based separation technology for rare earth processing. The collaboration aims to identify molecules that can separate individual rare earth oxides more efficiently from Mixed Rare Earth Carbonate, a process currently dominated by Chinese producers. 

Riven Systems will conduct automated experiments to generate training data on extractant selectivity, while Pasqal will use its Neutral Atom Quantum Processing Unit to benchmark quantum machine learning models against classical computing approaches. USA Rare Earth will provide feedstocks from its Round Top mine in Texas, third-party mixed rare earth carbonates and recycled magnet-manufacturing materials. 

The partnership supports USA Rare Earth’s strategy across the rare earth supply chain, including mining, processing and magnet manufacturing. The company operates facilities in the United States, Brazil and the United Kingdom and is developing magnet production capacity in Stillwater, Oklahoma. 

USA Rare Earth shares traded at $15.80, up 4.67%, on 17 September 2026. The stock opened at $15.55, reached a high of $15.94 and touched a low of $15.40. The company had a market capitalisation of approximately $16.6 million and reported $2.25 million in revenue over the last 12 months. 

Marvell Shares Jump 5.28% as GlobalFoundries Expands AI Data Centre Chip Capacity Deal 

GlobalFoundries and Marvell Technology have expanded a multi-year agreement to increase production capacity for silicon germanium (SiGe) semiconductors, which support high-speed optical connections in AI data centres. The additional capacity will come from GlobalFoundries’ facility in Burlington, Vermont. 

The companies expect the expanded manufacturing capacity to help Marvell meet growing demand for advanced optical networking products, including pluggable optical transceivers, near-packaged optics and co-packaged optics. Rising AI data-centre activity has increased demand for faster and more energy-efficient connectivity as data volumes continue to grow. 

GlobalFoundries said the agreement will strengthen its SiGe production capacity, while Marvell expects the additional supply to support its optical networking business. 

GlobalFoundries shares traded at $45.81, up 6.46%, on 17 September 2026. The stock opened at $44.87, reached a high of $47.10 and touched a low of $44.56. 

Marvell Technology shares traded at $241.84, up 5.28%. The stock opened at $240.07, climbed to $247.89 and recorded an intraday low of $240.00 

First Breach Shares Rise 7.24% to $0.92 on Three-Year Ammunition Deal 

First Breach Inc. (NASDAQ: FBDT) has signed a three-year ammunition supply and distribution agreement with SAS Ammo, a veteran- and law enforcement-owned ammunition retailer and wholesale distributor based in West Virginia. 

The agreement establishes monthly purchasing commitments beginning in October 2026, starting at 3 million rounds and increasing to a minimum of 8 million rounds per month as First Breach expands production. The deal covers 5.56mm and 9mm ammunition manufactured at the company’s ISO 9001:2015-certified facility in Maryland. 

SAS will purchase First Breach’s entire output of the two calibres, subject to agreed supply conditions. First Breach will also serve as SAS’s exclusive supplier for these products, with provisions allowing alternative sourcing if it cannot meet requirements. 

The agreement follows First Breach’s September 1 announcement that increased manufacturing capacity by approximately 175% to as much as 20 million rounds per month. 

First Breach shares traded at $0.92, up 7.24%, on 17 September. The stock opened at $0.86, reached a high of $1.03 and fell to a low of $0.84. Its 52-week range stands at $0.61 to $12.00. 

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NOVONIX Shares Rise 3.37% to $3.07 After ACP Technologies Partnership 

NOVONIX Limited (NASDAQ: NVX) has entered a strategic partnership with ACP Technologies LLC (ACPT) to advance a fully domestic supply chain for battery-grade anode materials in North America. 

The companies signed a non-binding memorandum of understanding (MOU) covering potential collaborative projects and future definitive agreements. The partnership aims to expand NOVONIX’s product portfolio with domestically produced pitch-coated synthetic graphite anode active material (AAM) for the North American battery industry. 

ACPT develops processes that convert low-value petroleum-derived feedstocks into engineered carbon precursors and high-value pitch materials. NOVONIX and ACPT plan to work on synthetic graphite AAM, mass-production processes and proprietary technology development. 

The collaboration could support applications requiring high-performance battery materials, including military drones, while also improving fast-charging capabilities. The companies expect materials developed through the partnership to support process validation, customer sampling and qualification of new domestic feedstocks. 

NOVONIX shares traded at $3.07, up 3.37% on 17 September 2026. The stock opened at $2.97, reached a high of $3.13 and touched a low of $2.97. Its 52-week range stands at $2.65 to $38.60. 

Haymaker Acquisition Corp V Prices $250 Million IPO on NYSE 

Haymaker Acquisition Corp V has priced its initial public offering at $10 per unit, offering 25 million units and raising $250 million in total proceeds, according to a company announcement. 

The units are expected to begin trading on the New York Stock Exchange under HYACU on 17 September 2026, while the offering is expected to close on 18 September. Each unit consists of one Class A ordinary share and one-third of a redeemable warrant. Each whole warrant will entitle its holder to purchase one Class A ordinary share at $11.50. 

After the units separate, the Class A ordinary shares and warrants are expected to trade under the symbols HYAC and HYACW, respectively. 

Haymaker will deposit $10 per unit into a trust account upon closing. The underwriters also have a 45-day option to purchase up to 3.75 million additional units at the IPO price to cover over-allotments. 

Haymaker Acquisition Corp V is a blank-check company formed to pursue a merger, asset acquisition or similar business combination. It plans to focus primarily on businesses operating in the industrial, consumer and consumer-related products and services sectors. 

Christopher Bradley serves as CEO and CFO. Cantor Fitzgerald and William Blair act as joint book-running managers, while Roth Capital Partners serves as co-manager. 

American Savings Bank Shares Jump 6.25% in NYSE Trading Debut 

American Savings Bank (NYSE: ASBH) made a strong debut as a publicly traded company, with its shares rising 6.25% on Wednesday, according to the New York Stock Exchange’s daily pre-market update. 

CEO Ann Teranishi appeared on NYSE Live to discuss the bank’s responsibility to support its customers and meet their financial needs. The debut marked an important step for the company as it began trading publicly on the NYSE. 

The NYSE update also highlighted developments across financial markets and the technology sector. The Federal Reserve raised interest rates by 25 basis points, marking its first rate increase since 2023. Policymakers also indicated that another increase could come later this year, while Fed Chair Kevin Warsh said inflation remained too high. 

PURR Shares Jump 10.3% to $12.62 After SEC Approves Tokenised Stock Trading 

Hyperliquid Strategies Inc. (NASDAQ: PURR) shares rose 10.3% to $12.62 on Thursday after the US Securities and Exchange Commission (SEC) issued its Innovation Exemption, allowing certain venues to trade tokenised US stocks on public blockchains. 

The five-year exemption provides temporary regulatory relief for Tokenised Securities Venues to facilitate tokenised stock trading through automated market makers. It also covers liquidity providers operating in these pools. 

The SEC set several conditions for the exemption. Tokenised stocks must provide the same economic and governance rights as traditional shares, including dividends and voting rights. Smart contracts must remain publicly auditable and operate on permissionless blockchains. Companies can also object to having their shares traded through a venue. 

Trading halts on the primary exchange must automatically apply to the tokenised version, while participating venues must qualify as US persons and comply with sanctions requirements. 

The decision could support Hyperliquid’s on-chain trading infrastructure as the company operates a decentralised exchange focused on blockchain-based trading. SEC Chairman Paul Atkins described the move as a step towards bringing US capital markets into the digital era. 

The exemption provides a regulatory pathway for tokenised equities while the SEC develops longer-term rules. 

Also Read: What Are Fractional Shares?

APA Shares Rise 0.74% to $45.12 After $0.25 Dividend and Buyback Approval 

APA Corporation (NASDAQ: APA) has declared a quarterly cash dividend of $0.25 per common share and approved an additional 40 million shares for its existing share repurchase programme. 

The dividend will be payable on 23 November 2026 to shareholders on record as of 22 October 2026. The additional buyback authorisation expands the company’s capacity to repurchase its common stock. 

APA explores for and produces oil and natural gas across the United States, Egypt and the United Kingdom through its subsidiaries. The company also conducts exploration activities offshore Suriname and in other locations. 

APA shares traded at $45.12, up 0.74% on 17 September 2026. The stock opened at $44.63, reached an intraday high of $45.54 and fell to a low of $44.40.  The company’s shares have a 52-week high of $47.44 and a low of $21.64. APA currently reports a quarterly dividend of $0.25 and a dividend yield of approximately 2.22%. 

OG.com Cleared by SEC to Offer Single-Stock Futures in US 

OG.com has received regulatory clearance from the US Securities and Exchange Commission (SEC) to offer single-stock futures in the United States, according to Crypto.com co-founder and CEO Kris Marszalek. 

Marszalek announced the development in a post on X, saying OG.com’s sister futures exchange had received approval to list single-stock futures in the US. The SEC acknowledged the platform’s Form 1-N filing, allowing its legal entity, North American Derivatives Exchange, to register as a national securities exchange for futures products. 

OG.com is also working with the SEC and Commodity Futures Trading Commission (CFTC) to develop single-stock perpetual contracts that combine digital-asset market technology with traditional US capital markets. 

The regulatory acknowledgement removes a key hurdle for OG.com as it prepares to introduce equity-linked derivatives to US traders. 

Other crypto platforms have also expanded into equity products. Coinbase launched stock perpetual futures for non-US customers in March, while Kraken has reportedly partnered with the London Stock Exchange to introduce tokenised UK stocks with 24/5 availability from 2027. 

US stock movements reflected the strong influence of corporate announcements on individual shares. Deals, mergers, pricing changes, earnings results, guidance revisions, partnerships and regulatory developments created notable gains and declines across sectors. While some companies reported growth or secured new business opportunities, others faced weaker demand or revised outlooks. Investors can track such announcements alongside financial results and broader market conditions when assessing stock movements. 

Source 

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• https://www.nasdaq.com/market-activity/index/comp 

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• https://www.nasdaq.com/market-activity/index/sox 
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