China Eyes Ban on Advanced Solar Equipment to US – Who Gets Hit Hardest?
China may restrict solar equipment exports to the US, raising costs, slowing projects, and impacting solar stocks differently.
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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.
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.