Jefferies Turns Cautious on First Solar on 2026 Visibility Concerns
Jefferies cut First Solar to Hold from Buy, lowered its price target, and raised concerns about 2026 visibility, strategy, and limited upside for the stock.
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Vistra Corp. Acquires Cogentrix Energy for $4 Billion to Expand Power Generation
Vistra Corp. announces $4B acquisition of Cogentrix Energy's 10 natural gas facilities (5,500 MW) across PJM, ISO New England, and ERCOT, expanding to 50,000 MW total capacity.
Vantage Data Centers and Liberty Energy Team Up for Massive Power Project
Vantage Data Centers partners with Liberty Energy to develop 1 gigawatt of power solutions for AI and cloud data centers across North America over the next five years.
Enphase Energy Upgraded as Risks Appear Priced In
KeyBanc upgrades Enphase Energy to Sector Weight, saying major risks are already priced in, with limited downside and potential upside from strategic changes.
Trump's Venezuela Move Sends US Oil Stocks Soaring
US oil company shares jumped after Trump announced plans to control Venezuela's oil. Chevron, Exxon, and ConocoPhillips lead gains as access to world's largest reserves opens up.
Sable Offshore Nears Oil Restart After Court Decision
Sable Offshore (SOC) shares jump 18% after a federal court allows progress toward restarting its Santa Ynez oil operations, despite ongoing legal challenges.