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.
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#Energy & Utilities↓
Canaccord Gives Oklo Stock $175 Price Target: Nuclear Energy Boom Ahead
Canaccord initiates Oklo coverage with Buy rating and $175 target, citing strong financing strategy and emerging nuclear energy growth opportunities.
HSBC Downgrades Bloom Energy Despite Bullish Outlook on Clean Tech
HSBC shifts Bloom Energy to Hold from Buy with $100 price target, citing valuation concerns despite optimism about U.S. clean tech sector's new growth cycle.
Fermi Rides AI Energy Wave to $19.3 Billion Debut Amidst Race for Power
Amarillo, Texas-based Fermi Inc., co-founded by Rick Perry, saw shares surge 55% in its IPO, capitalizing on the booming demand for power infrastructure to support global AI growth, despite lacking current revenue.
First Solar Gains After Jefferies Price Target Hike
First Solar stock rose after a PT hike ($260) by Jefferies. Capacity is sold out until 2028. Almost all analysts say buy.
Jefferies Upgrades Sunrun: Why Solar Cash and Growth Are Coming
Jefferies upgraded Sunrun to "Buy" due to its expected massive cash flow and growth in 2026. This growth is driven by favorable market shifts and a focus on solar batteries.