Enphase Energy (NASDAQ: ENPH) meets EU's new cybersecurity requirements for solar and battery products. Expands market reach with $50 million in new deals.
Enphase Energy (NASDAQ: ENPH) signed a new safe harbor agreement for $50 million in revenue, securing its role in the TPO segment. Policy changes are mitigated through these deals.
Big tech companies like Meta, Amazon, and Palantir are investing heavily in AI, driving a surge in datacenter infrastructure. Goldman Sachs predicts a 165% increase in global datacenter electricity demand by 2030, making utility, infrastructure, and real estate ETFs attractive. AI-driven growth is expected to boost regulated utilities like NextEra and Duke Energy, as well as companies upgrading the electrical grid like Johnson Controls and ABB. Infrastructure-focused ETFs like PAVE and IYJ offer exposure to the concrete-intensive reality of AI clusters, while REITs like XLRE benefit from the demand for digital infrastructure. This presents a long-term investment opportunity for ETF investors.
Nextracker expands clean energy presence by supplying NX Horizon solar tracking systems to Greece's largest solar installation, expected to generate 1.8% of country's electricity. Nextracker leads global solar tracker market with over 130 GW shipped.
The stock market fell as Trump considers military intervention in the Israel-Iran conflict. Solar stocks plummeted due to a proposed tax credit phase-out.
Wall Street edges higher as GOP tax bill clears the House and bond yields ease, helping investors shake off prior losses while digesting mixed May business activity data.
Wall Street's rally stretched into a second session Tuesday, fueled by improving investor sentiment after an early-week breakthrough in U.S.-China trade talks, easing inflation data and fresh geopolitical headlines involving major investment pledges from the Middle East.
Sunrun (NASDAQ: RUN) shares up on strong Q1 results, beating expectations for EPS and revenue. Guggenheim maintains neutral rating, expects company to prioritize liquidity and profitability.
The U.S. Energy Department (DoE) is reportedly contemplating substantial reductions, potentially halting nearly $10 billion in federal funding for clean-energy projects. This move could jeopardize high-profile collaborations with Exxon Mobil (NYSE: XOM) and Occidental Petroleum (NYSE: OXY).
Enphase Energy (ENPH) shares rise premarket as it introduces powerful IQ Battery 5P with FlexPhase in Luxembourg, expanding in Europe with 15-year warranty.
The residential solar provider said its unrestricted cash, operating cash flows, and existing financing agreements were “not sufficient to meet obligations and fund operations.”
Skyrocketing electricity costs are fueling a solar industry surge. Discover why rising demand, lower costs, and new regulations are making solar stocks a hot investment.
Solar energy is growing at a record pace, and a new market shift could send solar stocks soaring. Discover why now is the time to invest before the next rally.
