First Solar, Enphase In Focus As 93% Of New US Power Goes Renewable

America's power grid is undergoing a dramatic shift — and solar is leading the charge. U.S. developers will add 86 gigawatts of new utility-scale generating capacity in 2026. What makes it interesting is that just 7% of that will come from natural gas. First Solar shares have more than doubled in price since hitting multi-year lows last April amid a wider stock-market sell-off triggered by President Donald Trump‘s tariff announcements. The Enphase stock has rallied 78% from the lows reached in November.Util ...