BMO Downgrades First Solar as Tesla Eyes In-House Solar Manufacturing
BMO Capital cuts First Solar to Market Perform, citing concerns that Tesla’s solar manufacturing plans could pressure FSLR shares and investor sentiment.
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DOE Launches Plan to Boost U.S. Nuclear Fuel Supply
The U.S. Department of Energy will seek state partners for “Nuclear Lifecycle Innovation Campuses” to support nuclear fuel recycling and advanced reactors.
Noble Corporation Wins $1.3 Billion in New Offshore Drilling Contracts
Noble Corporation secures $1.3 billion in new drilling contracts, expands into Norway, and boosts future fleet utilization and cash flow.
Enphase Energy Cuts 160 Jobs as Solar Tax Credit Expires
Enphase Energy announces 6% workforce reduction and restructuring plan following expiration of federal solar tax credit. Stock drops 3.7% premarket.
Baker Hughes Q4 Profit Jumps 11% on Strong Gas Tech Demand
Baker Hughes reports 11% profit increase in Q4 2025 as gas technology equipment demand offsets weakness in oilfield services business.
California Sues Trump Administration Over Oil Pipeline Authority
California Attorney General Rob Bonta files lawsuit against Trump administration for reclassifying state pipelines as interstate to permit Sable Offshore oil operations.