Invesco Solar ETF

GameChange Solar Partners with First Solar to Boost India's Utility-Scale Solar Growth

GLJ and Citi Maintain Sell Rating on SolarEdge, Wells Fargo Maintains Hold

DNB Reduces Stake in Sunrun by 19.9%, Vanguard and Others Increase Holdings

US Wind and Solar Projects Face Peril Due to Policy Tightening and Resource Shortages

GCL Tech Announces Strategic Transformation to Become a Global Multi-Product New Energy Materials Platform

Virginia Retirement System Cuts Nextpower Stake by Nearly Half, CEO Sells Shares

L & S Advisors Increases Stake in First Solar by 9,574 Shares as FSLR Beats Earnings Expectations

Enphase Energy CEO Unveils AI Data Center and New Product Roadmap

Sunrun Ranks Fifth on Time Magazine's 2026 List of Most Influential Companies

Vanguard Group Increases Stake in SolarEdge by 5.5% in Q4 2023, Holding 3.37M Shares

Citi Downgrades GCL Technology's Target Price But Maintains Buy Rating

Argus Raises First Solar's Target Price and Maintains Buy Rating

Nextpower Inc Receives Buy Rating, Maintains Hold Rating

Susquehanna Raises Nextpower's Target Price to $161

BMO Raises Nextpower's Target Price to $125, Maintains 'Market Perform' Rating

Enphase Energy Launches 548VA GaN-based IQ9S Commercial Microinverter

Nextpower Inc. stock target price raised to $138.3

Roth MKM Upgrades Nextpower Inc to Buy With $155 Price Target

Nextpower released FY2026 earnings on May 12 After-Market EST, actual revenue USD 3.559 B (forecast USD 3.509 B), actual EPS USD 3.84 (forecast USD 3.6159)

Nextpower released FY2026 Q4 earnings on May 12 After-Market EST, actual revenue USD 880.52 M (forecast USD 829.82 M), actual EPS USD 0.97 (forecast USD 0.7373)

AMPLITECH GROUP INC. USD0.001 S/R 20/11/26 SER B

NextNRG

InMed Pharmaceuticals

Amesite

AMPLITECH GROUP INC. COM USD0.001 (S/R 18/07/2026)

Meiwu Tech

QUARTZSEA ACQUISITION CORP ORD USD0.0001 (18/02/2030) (S/R)

CN Energy

Generation Income Properties

MetaVia

ICLN

Solar power is expected to surpass coal in global electricity generation by 2032, driven by increasing energy demands from AI data centers and electrifying industries. By 2050, solar could provide 31% of global electricity, with wind contributing nearly 25%, according to BloombergNEF.

iShares S&P Global Clean Energy

Solar set to overtake coal by 2032 amid AI power boom

The Iran war stalemate continues as diplomatic efforts fail, exacerbating economic disruptions. Farmers face severe crises, manufacturers deal with tariffs and shortages, and energy markets are affected by oil supply shocks. In response, nations are accelerating the adoption of renewable energy, viewing it as essential for security and economic resilience.

Occidental Petroleum

SPDR Energy Select

Pro Ultr Bloomberg Crude Oil

iShares US Oil & Gas Expl & Prod

SPDR O&G Ex & Prd

iShares US Oil Equip & Svcs

VanEck Oil Refiners ETF

Us Brent Oil

VG Energy

Fisr Trust Nasdaq Clean Edge Smart Grid Infra

United States Oil Fund LP

SPDR O&G Equip

ISHRS S&P Glb Engy

VanEck Oil Services ETF

Iran war stalemate deepens as global economic strains mount

159611

562550

561700

588830

Solar energy producers have called for a halt to new renewable projects, as battery storage lags behind a growing oversupply. View on euronews

GF CSI All Share Power Public Service ETF

ChinaAMC Green Electricity ETF

Bosera CSI All Share Electric Utilities ETF

Penghua SSE STAR New Energy ETF

Greece has cheap green energy in abundance. So why are electricity bills still so high?

ACES

QCLN

Renewables have surpassed coal in global electricity supply, providing 33.8% in 2025 compared to coal's 33.0%, marking a historic shift. Solar energy has driven this growth, increasing by 30% and contributing significantly to energy demand. Consequently, clean energy ETFs such as ICLN, QCLN, ACES, and TAN have seen substantial gains as investors look to capitalize on this expanding sector.

ALPS Clean Energy ETF

First Trust Nasdaq Clean Edg Liquid Series

Renewables surpass coal as clean energy ETFs rally

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RAYS

American solar installers are halting business with China-backed U.S. production centers due to uncertainty over subsidy eligibility. JinkoSolar is selling 75.1% of its Florida plant to maintain subsidy eligibility. As Trump meets Xi, U.S. protectionist measures against Chinese products, particularly in solar energy, are a key agenda item. The U.S. has restricted subsidies for installations using panels from factories over 25% Chinese-owned. Investors reacted positively to JinkoSolar's move, with shares rising 5.3%. The sector shows signs of recovery amid rising oil prices and stabilizing solar prices.

benzinga_article

Jinkosolar

Jinko Solar

Pwrs Wildh Clean Engy

Global X Solar ETF

Sunrun

LONGi

TRINA SOLAR

JA SOLAR

Canadian Solar

CSI Solar

Solar Subsidies Likely To Top Agenda At Trump-Xi Meeting

ENPH

EOSE

SEDG

FSLR

The ongoing energy crisis has sparked renewed interest in solar power, with analysts discussing the long-term outlook for solar stocks. Ragmar Rikberg highlights challenges such as the termination of the Section 25D Residential Clean Energy Credit and tariffs affecting utility-scale solar. He recommends First Solar (FSLR) and Eos Energy (EOSE) as strong U.S.-based investments. Robert J. Lake notes a cyclical upswing in the solar industry, with solar expected to dominate new energy installations. He suggests following the Invesco Solar ETF (TAN) and individual stocks like SolarEdge (SEDG) and Enphase (ENPH) for potential growth.

Enphase Energy

EOS Energy Enterprises

Solaredge Tech

First Solar

SA asks: What's the long-term outlook for solar stocks?

"It’s time to learn the lessons from not one, but two energy crises."

New data reveals solar saved Europe over $3 billion last month: 'The benefits are greater than ever'

Solar ETFs Are Shockingly Cheap Now. Politics Will Decide If They’ll Burn You to a Crisp.

Barchart Option

Solar ETFs Are Shockingly Cheap Now. Politics Will Decide If They’ll Burn You to a Crisp.

Trump's policies have led to a halt in business with U.S. solar factories linked to China, jeopardizing over a third of U.S. solar capacity. This uncertainty, stemming from the "One Big Beautiful Bill," threatens domestic manufacturing jobs and increases electricity costs. While Chinese firms dominate solar equipment manufacturing, U.S. regulations restrict their involvement in federal subsidies. The lack of guidance from the Treasury Department has caused major companies like Sunrun to avoid these factories, impacting financing and project development in the solar sector.

fidelity

Trump's crackdown on China-linked solar firms stalls U.S. factory boom

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Businesses often treat risk and insurance as an afterthought, leading to vulnerabilities during disasters. Despite lessons learned from past events like floods and wildfires, many companies lack disaster plans, with only 26% having one in place. This negligence results in rising insurance rates and financial risks. However, sectors like data centers and renewable energy are prioritizing risk management in their operations, adopting best practices to enhance resilience. Resources like free engineering guidelines and the FM Resilience Index are available to help businesses mitigate risks effectively.

Forbes

SPDR S&P Insurance

E Fund CSI Green Power ETF

ISHRS S&P Glb Utilities

iShares US Insurance

Invesco KBW Property & Casuality

First Trust Global Wind Energy

Global X Data Center & Dgtl Infrs ETF

Select Sect Spdr Util

Alerian Energy Infrastructure ETF

Why Businesses Treat Risk And Insurance As An Afterthought

Intel is also preparing for a fresh start

股市江湖故事会

$Intel(INTC.US)Yet another turnaround story waiting to fully happen. Like I said in earlier post that CEO Tan Lip Bu has good track record of rebuilding. Intel is not an investment heavy business. Changes need time. Get in early and wait for the pot of gold! @Bridge Buzz SG

Intel

INTEL-T

Invesco Solar ETF(TAN.US)

Solar set to overtake coal by 2032 amid AI power boom

Iran war stalemate deepens as global economic strains mount

Greece has cheap green energy in abundance. So why are electricity bills still so high?

Renewables surpass coal as clean energy ETFs rally

Solar Subsidies Likely To Top Agenda At Trump-Xi Meeting