Solutions will be implemented at 12 refineries and 2 renewable fuels facilitiesChemical technologies and digital monitoring tools designed to optimize operational efficiency HOUSTON and LONDON, Feb. 05, 2026 (GLOBE NEWSWIRE) -- Baker Hughes (NASDAQ: BKR), an energy technology company, announced Thursday an agreement with Marathon Petroleum, the largest U.S. petroleum refiner, to become its preferred provider for hydrocarbon treatment products and services at refineries across the United States. The multiyea ...

Market Trends & Investment Opportunities - Bitcoin's thesis remains strong, with potential acceleration and patience being key, as indicated by the market's crawl back up and positive sentiment around the $90,000s [1] - University endowments, including Harvard, are quietly allocating to Bitcoin, with Harvard holding almost 1% of its endowment portfolio in IBIT, surpassing holdings in Microsoft, Amazon, and gold, signaling institutional interest in Bitcoin as digital sound money [3] - BlackRock's Larry Fink acknowledges being wrong about Bitcoin and sees sovereign wealth funds incrementally adding to their positions, viewing it as a long-term investment rather than a trade [6] - Vanguard is opening up Bitcoin ETFs to clients, and BFA recommends up to 4% Bitcoin allocations for wealth management clients, indicating a trend of increasing access and acceptance of Bitcoin [9] Industry Dynamics & Challenges - The industry faces challenges from figures like Mike Brock, who associates Bitcoin with fascism and criticizes hard money economics, reflecting a broader conflation of Bitcoin with crypto scams and requiring education to counter misconceptions [1] - Michael Burry views Bitcoin as worthless, calling it tulips and associating it with criminal use, highlighting the ongoing skepticism and need for education within the broader public [4] - Concerns arise regarding BlackRock's potential control over the Bitcoin ecosystem through tokenization and centralization, mirroring concerns with internet platforms like Facebook and Twitter [7] - Consumer sentiment is weakening, with 95% of Black Friday sales volume financed and 67% intending to not pay it off within 30 days, coupled with rising unemployment among college graduates and a majority living paycheck to paycheck, potentially leading to increased government reliance and control [13] Bitcoin's Utility & Future - Bitcoin is presented as a mechanism for storing and transporting excess energy, monetizing energy sources in a location-agnostic manner, and potentially driving ROI for renewable energy projects [14] - Bitcoin is superior to gold in terms of verifiability, as highlighted by CZ's demonstration with a gold bar, though gold maintains a higher liquidity profile for nation-state transactions [10][11] - The discussion touches on the potential for tokenizing businesses and the limitations of the traditional stock market, suggesting a role for crypto in creating a 24/7 trading environment [15] - The industry anticipates increased FUD (fear, uncertainty, and doubt) as Bitcoin makes upward movements, requiring vigilance and a focus on producing value rather than reacting to market noise [16]

Core Insights - Generac Holdings Inc. reported a decrease in net sales by 5% to $1.11 billion for Q3 2025, compared to $1.17 billion in Q3 2024, primarily due to lower demand for home standby and portable generators amid a significantly reduced power outage environment [5][12][30] - The company experienced a gross profit margin decline to 38.3% from 40.2% year-over-year, attributed to an unfavorable sales mix, higher tariffs, and lower manufacturing absorption, although partially offset by increased price realization [4][5] - Adjusted net income for Q3 2025 was $108 million, or $1.83 per share, down from $136 million, or $2.25 per share, in the same period last year [5][30] Financial Performance - Operating expenses rose by $20.2 million, or 6.7%, compared to Q3 2024, due to legal and regulatory charges [5] - Net income attributable to the company was $66 million, or $1.12 per share, compared to $114 million, or $1.89 per share, in Q3 2024 [5][30] - Adjusted EBITDA for the quarter was $193 million, representing 17.3% of net sales, down from $232 million, or 19.8% of net sales, in the prior year [5][30] Segment Performance - Domestic segment sales decreased approximately 8% to $938.1 million, driven by weaker home standby and portable generator sales, partially offset by growth in residential energy technology and C&I product sales [8][9] - International segment sales increased approximately 11% to $185.5 million, supported by strong C&I product shipments to European markets and initial shipments of large-megawatt generators to data center customers [10][11] Outlook - The company has revised its full-year 2025 net sales guidance to be approximately flat compared to the previous year, down from an earlier forecast of a 2% to 5% increase [12][13] - Adjusted EBITDA margin is now expected to be around 17.0%, lower than the previous guidance of 18.0% to 19.0% [13]