Core Insights - The solar energy sector has faced challenges under the Trump administration, including tariffs on imported solar panels and a general inclination towards fossil fuels, creating uncertainty for solar companies [1][11] - However, recent guidance from the U.S. Treasury Department has proven to be less restrictive than initially feared, leading to a rally in solar stocks [2][8] Company Performance - First Solar Inc. (FSLR) reported Q2 EPS of $3.18, a 2.2% decline year over year, but sales increased by 8.6% to $1.10 billion, exceeding expectations [3] - Sunrun (RUN) achieved quarterly earnings of $1.07 per share, significantly up from $0.55 in the prior year, with revenues of $569.34 million, surpassing estimates [4] - SolarEdge Technologies (SEDG) posted a Q2 adjusted loss of 81 cents per share, an improvement from last year's loss, with revenues rising 9.1% to $289.4 million [5] - Enphase Energy Inc. (ENPH) reported Q2 adjusted EPS of $0.69, a 60.5% increase year over year, with revenues up 19.7% to $363.2 million [6] Industry Overview - The solar industry ranks in the top 24% of Zacks-classified industries, with a current Zacks Rank of 58 out of 245, and has seen a stock performance increase of 13.5% year to date [7] - The industry added nearly 18 GW of new capacity in H1 2025, with solar and storage accounting for 82% of all new power capacity connected to the grid [10] - The industry is currently trading at a forward P/E of 16.64X, lower than the S&P 500's P/E of 19.85X, with a projected EPS growth of 11.43% compared to 6.92% for the S&P 500 [9] Future Outlook - Despite challenges such as the potential end of key tax credits and increased costs due to tariffs, the demand for alternative energy sources, particularly solar, is expected to persist [11][13] - Solar-based exchange-traded funds (ETFs) like Invesco Solar ETF (TAN) and iShares Global Clean Energy ETF (ICLN) have shown positive performance recently, with TAN gaining 1.9% and ICLN jumping 3.4% [13]

BELLEVUE, Wash.--(BUSINESS WIRE)--T-Mobile (NASDAQ: TMUS) today revealed the latest 25 towns to score a Hometown Grant, bringing the total to 425 recipients since the company launched its five-year commitment to small towns and rural communities in April 2021. With each town getting up to $50,000 to help fund local projects, T-Mobile has now given over $19 million in grants to towns across 48 states and Puerto Rico, supporting initiatives that strengthen communities and improve lives. In the ye. ...

The Goldman Sachs Future Tech Leaders Equity ETF (GTEK) charges a 75 basis point fee for a high conviction tech approach. The fund actively invests in up-and-coming tech companies believed to be driving global innovation. Its target firms focus on disruptive tech that can upend existing hierarchies or potentially open up new avenues for investment. The active tech ETF's bottom-up portfolio construction approach helps it find those companies best poised to deliver. Active Tech ETF GTEK to End 2025 Active ETF ...

"So many AI stocks, so little time†is a reasonable sentiment, likely held by a fair amount of market participants. It's also one with increasing validity. ...

My top 10 things to watch Thursday, Sept. 18 1. The S & P 500 was on track to open firmly higher this morning, on the heels of a volatile session yesterday after the Federal Reserve cut rates by a quarter point. Initial jobless claims dropped from last week. I'll be talking about this moment for markets at noon ET during the Investing Club's Monthly Meeting for September. Not too late to join the Club . 2. Intel saved by Nvidia : Shares of struggling Intel are rocketing higher by 28% on a pact with the AI c ...

The Federal Reserve cut interest rates by 0.25% yesterday, and predicted two more rate cuts this year. ...

Tesla’s (TSLA) 2025 journey has been anything but smooth. The year began on a sour note, with the electric vehicle (EV) stock logging its worst quarter since 2022, battered further by President Donald Trump’s tariff shock in April. Sentiment soured as sales lagged, competition from China tightened, and Musk’s political moves drew sharp backlash. Yet just as the story seemed stuck in reverse, momentum flipped. TSLA stock turned green for 2025, surging double digits from April lows, fueled by CEO Elon Musk’ ...

The knockout punch came this month, with WBD stock ripping nearly 29% on Sept. 11, then another 17% the next day, hitting a high of $19.59 on Sept. 15 after reports of the potential Paramount Skydance bid. The momentum has pushed WBD stock to a 113% gain over the past year, a 70% rally in three months, and an eye-popping 43% surge in just five trading sessions.Warner Bros. Discovery may carry the aura of a heavyweight in media, but WBD stock has been through a slugfest this year. After plunging to a year-to ...

Core Insights - Oracle has been recognized as Exemplary for product and consumer experiences in the 2025 ISG Research Buyers Guide for AI Agents and Conversational AI for Workforce [1] Group 1 - Oracle received top ratings across product experience, innovation, and customer value [1]

Core Insights - Nexxen has appointed Eric Solomon as Senior Vice President, Product – Data, to enhance its data-driven innovation strategy [1][2] - Solomon will oversee the development of the Nexxen Data Platform, which integrates demand- and supply-side solutions while prioritizing security and privacy [2][4] - The company emphasizes the importance of data in advertising strategies and aims to lead in this domain [4] Company Overview - Nexxen is a global advertising technology platform specializing in data and advanced TV, with a unified technology stack that includes a demand-side platform (DSP) and supply-side platform (SSP) [5][6] - The Nexxen Data Platform is central to its offerings, which include TV Intelligence and Discovery, utilizing AI for audience insights and performance optimization [2][5] - The company operates internationally, with headquarters in Israel and offices across the United States, Canada, Europe, and Asia-Pacific [6]