AI Could Ignite a Solar Stock Rebound Despite Today's Tough Policy Backdrop

Solar stocks like First Solar and Enphase Energy face near-term headwinds from unfavorable federal policy, but growing AI data-center power demand could create long-term investment opportunities for investors willing to tolerate policy and execution risks.

06/12/2026, 12:16 PM • The Motley Fool

Tom Lee's Small-Cap Granny Shots ETF Reloads: First Solar, Zoom Among 10 New Buys

Fundstrat Capital completed its May 2026 quarterly rebalance of the Fundstrat Granny Shots US Small- & Mid-Cap ETF (GRNJ), adding 10 stocks including First Solar, Zoom, Credo Technology, and Neurocrine Biosciences, while removing 8 positions. CIO Tom Lee positions the portfolio for a 'challenging but ultimately constructive' environment, with the strategy focusing on companies benefiting from structural tailwinds across themes like Millennials, Global Labor Supply, Energy, Cybersecurity, and Easing Financial Conditions.

06/10/2026, 4:44 PM • Benzinga

Clean Energy Stocks Are Trending — Here's Why

Clean energy stocks surged on Monday driven by two major catalysts: a July 4, 2026 legislative deadline for the One Big Beautiful Bill Act that incentivizes project starts, and growing AI infrastructure demand requiring significant electricity. Notable movers include SUNation Energy (up 150% on reverse merger announcement), American Battery Technology (up 25% after DOE grant reinstatement), and Nano Nuclear Energy (up 8.8% on EPA support). However, FuelCell Energy declined despite expansion plans due to mixed earnings and insider selling.

06/08/2026, 12:13 PM • Benzinga

iShares Clean Energy or Invesco Solar: Which Energy ETF Is a Better Bet?

The article compares two clean energy ETFs: iShares Global Clean Energy ETF (ICLN) offers broad diversification across renewable energy sectors with a lower 0.39% expense ratio and 1.20% dividend yield, while Invesco Solar ETF (TAN) provides concentrated exposure to solar companies with a higher 0.70% expense ratio. ICLN delivered better 5-year returns ($1,021 vs $806 on $1,000 invested) and lower volatility, making it suitable for broad clean energy exposure, while TAN appeals to investors bullish specifically on solar driven by AI data centers and electrification trends.

06/02/2026, 10:12 AM • The Motley Fool

SPDR Oil Gas ETF or Invesco Solar ETF: Which is the Smarter Energy ETF to Buy?

The article compares two energy-focused ETFs: the State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) and the Invesco Solar ETF (TAN). XOP offers lower fees (0.35% vs 0.70%), higher dividend yield (1.9%), and broader fossil fuel exposure, while TAN has delivered stronger 1-year returns (82.5% vs 44.9%) but carries higher volatility. The choice depends on investor conviction: XOP suits those betting on continued oil and gas profitability, while TAN targets growth in renewable solar energy driven by AI data center demand and global electrification trends.

05/23/2026, 7:10 AM • The Motley Fool

Stock Market Today, May 21: T1 Energy Rises on Surging Volume After Short Seller and Roth Capital Clash

T1 Energy closed nearly flat at $8.72 on May 21 despite surging trading volume of 79.4 million shares (282% above average) as investors reacted to conflicting views from a short-seller report and bullish support from Roth Capital. The solar module and cell supplier's stock has gained over 70% in the past month. Key catalysts ahead include financing news for the G2_Austin cell project and production updates from the G1_Dallas facility, which maintains 2026 guidance of 3.1-4.2 GW.

05/21/2026, 6:18 PM • The Motley Fool

How Chinese Solar Makers And IPO Hopefuls Are Surviving The Turbulent US market

Chinese solar manufacturers face pressure from Trump administration policies limiting their U.S. ownership stakes to 25%, forcing companies like JinkoSolar to divest majority control of U.S. subsidiaries. Simultaneously, a wave of small Chinese companies are formally withdrawing U.S. IPO applications, signaling coordinated regulatory pressure from both U.S. and Chinese authorities to eliminate low-quality listings and protect retail investors.

05/13/2026, 11:41 AM • Benzinga

GE Vernova vs. First Solar: Oil Above $100 Just Changed Everything for This Trade

Rising oil prices above $100 per barrel and Middle East supply disruptions are shifting energy markets toward prioritizing reliability and energy security. GE Vernova, with its massive $150 billion backlog and recurring services revenue, is better positioned than First Solar to benefit from this shift, as solar deployments are more sensitive to financing conditions and market volatility.

04/02/2026, 12:15 PM • The Motley Fool

PV Cell Maker Yingfa Ruineng Seeks Hong Kong IPO, Backed By China's National Green Fund

Sichuan Yingfa Ruineng Technology Co. Ltd., a Chinese solar cell manufacturer specializing in N-type TOPCon cells, has filed for a Hong Kong IPO. The company returned to profitability in 2025 with 857 million yuan net profit after a loss in 2024, driven by strong demand for solar cells and a strategic shift toward higher-margin N-type cells. Yingfa has aggressively expanded overseas operations, with international revenue growing from 3.3% in 2023 to 40.5% in 2025, particularly in the U.S. market. However, rising inventory levels warrant attention.

03/30/2026, 5:57 AM • Benzinga

Ardsley Dumps 440,000 Hut 8 Shares Worth $19.4 Million

Ardsley Advisory Partners LP sold 440,000 shares of Hut 8 (55% of its position) worth $19.4 million in Q4 2025, likely taking profits after the stock surged 163% over the past year from April lows near $10 to above $50. Despite strong 45% revenue growth, the company's expensive 26x price-to-sales ratio and net losses may have prompted the fund's exit.

03/18/2026, 12:21 PM • The Motley Fool

Solar Energy and Battery Storage Market Size to Grow USD 11.64 Billion by 2035 | SNS Insider

The U.S. solar energy and battery storage market is projected to grow from USD 2.71 billion in 2025 to USD 11.64 billion by 2035, expanding at a CAGR of 15.70%. Growth is driven by federal incentives, declining technology costs, and increasing demand for clean energy. Lithium-ion batteries dominate with 68.40% market share, while Asia Pacific leads globally with 41.06% revenue share. Commercial applications currently lead, but residential is the fastest-growing segment.

03/18/2026, 2:30 AM • GlobeNewswire

Battle Royale: GE Vernova vs. First Solar. Only One Can Make You Rich.

GE Vernova and First Solar both performed well in 2025, but GE Vernova emerges as the stronger investment choice. GE Vernova achieved $59.3 billion in orders and $31.2 billion in backlog growth, with 2026 guidance raised to $44-45 billion in revenue. First Solar saw solid growth with a $1 billion revenue increase, but faces headwinds from flat 2026 guidance and reduced federal clean energy tax credits under the Trump administration.

03/15/2026, 8:21 AM • The Motley Fool

First Solar's $2 Billion Problem

First Solar continues to generate profits, but the sustainability of its earnings is questionable as nearly all gross profit comes from government subsidies rather than core business operations. Despite subsidies, the company's backlog is not growing as expected, raising concerns about its long-term viability and heavy dependence on the U.S. solar market.

03/02/2026, 3:18 PM • The Motley Fool

Novo Nordisk, First Solar, And Corebridge Financial Are Among Top 10 Large Cap Losers Last Week (Feb. 23-Feb. 27): Are the Others in Your Portfolio?

Ten large-cap stocks experienced significant declines during the week of February 23-27, 2026. Notable losers include First Solar (down 18.59% due to worse-than-expected Q4 results and below-estimate FY26 guidance), Zoom Communications (down 17.38% following mixed Q4 results and weak forward guidance), and Novo Nordisk (down 6.59% after announcing Chinese trial results and potential price cuts for Ozempic and Wegovy). Other major decliners include Donaldson, TopBuild, Corebridge Financial, Nu Holdings, KKR, Korea Electric Power, and Pure Storage.

03/01/2026, 12:31 PM • Benzinga

Tech Rallies Ahead Of Nvidia Earnings, Bitcoin Jumps 7%: What's Moving Markets Wednesday?

Markets rallied on Wednesday with risk appetite returning as investors positioned ahead of Nvidia's earnings report. The Nasdaq 100 climbed 1.2%, S&P 500 rose 0.7%, and Bitcoin jumped 7%. Tech and software stocks led gains, while energy and consumer staples lagged. Notable earnings movers included strong performances from Circle Internet Group, CAVA Group, and Everus Construction Group, while GoDaddy, First Solar, and CoStar Group declined.

02/25/2026, 1:03 PM • Benzinga