Wells Fargo: Tesla’s Solar Push Shakes Market, but First Solar Stands Strong
Wells Fargo says Tesla’s U.S. solar plans triggered a selloff, but First Solar remains well positioned thanks to cost and pricing strength.
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Enphase Energy Jumps as Investors Return to Clean Energy Stocks
Enphase Energy shares surged as investors moved back into clean energy stocks after tariff fears eased. Analyst upgrades and improving fundamentals supported the rally.
Canadian Solar Wins Patent Battle Against Maxeon Solar Technologies
Canadian Solar secures victory in U.S. patent dispute as Patent Trial and Appeal Board invalidates all Maxeon Solar's infringement claims related to TOPCon solar technology.
Chinese Solar Giant Restructures to Keep US Market Access
CSI Solar transfers Chinese factory assets to Canadian parent company CSIQ to bypass US restrictions and maintain American market access amid trade scrutiny.
Mizuho Downgrades Canadian Solar After Sharp Rally
Mizuho double downgraded Canadian Solar to Underperform, citing an overdone rally and uncertainty around U.S. factory and compliance issues.
US Solar Tariff Collection Temporarily Paused: What It Means for the Industry
US courts pause collection of billions in retroactive solar import duties while appeal proceeds, providing temporary relief to importers and manufacturers.