Generac (GNRC) closed as the top performer in the S&P 500 (SPX) thanks to its new deal with Amazon (AMZN). Bernstein cut its price targets on a bunch of cybersecurity stocks like Palo Alto Networks (PANW), Okta Inc. (OKTA), and SentinelOne (S). Paramount Skydance (PSKY) threatened to leave California unless the state drops its antitrust lawsuit. Marley Kayden talks about the biggest stories moving markets on Thursday's trading session.