We want to turn now to a major piece of the affordability equation for many Americans, the cost of health care. We spent a lot of time talking about this. Congress remains divided not just on how to fix the expiring Affordable Care Act tax credits, but whether it even needs to happen.The president this week seemed to rule out an extension of those subsidies, even as a recent poll from the health policy research group KFF finds most Americans support Congress extending the tax credits. And a majority view th ...

Today, House Democrats will introduce legislation to extend the Affordable Care Act tax credits for three years to make sure that tens of millions of Americans don't experience dramatically increased premiums, co-pays, and deductibles. We believe that workingclass Americans, middle-class Americans, and everyday Americans deserve the same level of certainty that Republicans always provide to the wealthy, the welloff, and the well-connected. The same level of certainty.And so, we're calling upon our Republica ...

I want to bring in Democratic Congressman Brendan Bole from Pennsylvania, ranking member of the House Budget Committee. Congressman, it's good to see you again. And I understand you just came from a Democratic caucus meeting.What can you tell us about it. >> Well, I can tell you that in that room, uh, every single person who spoke up talked about what a terrible uh, deal this is. Frankly, not even an agreement.It is something um that makes sure the health care crisis imposed by Republicans continues in this ...

Core Insights - The article discusses First Solar, Inc. (NASDAQ: FSLR) and highlights the improved risk-reward profile due to clarity from the One Big Beautiful Bill, particularly emphasizing the 45x tax credits that are expected to sustain the company's profit margins [1] Company Analysis - First Solar's risk-reward profile has become more compelling following legislative clarity, which is likely to enhance its profitability [1] - The 45x tax credits are a significant factor in maintaining First Solar's rich profit margins, indicating a favorable regulatory environment for the company [1]

Hey, Scott. So, yeah, hearing from a couple different folks here. Number one, I am hearing uh from a couple Republican aids that this offer now made by the Democrats that they will vote to reopen the government if Republicans provide a one-year extension of those Affordable Care Act tax credits is not going to be accepted by Republicans.I was told that this offer was actually made several weeks ago, that it was rejected by Republicans. We're also now seeing a statement come out from the White House on this. ...

Government Shutdown Impact - Airlines are showing positive performance despite the government shutdown [1] - The shutdown stalemate has continued for weeks [4] Democratic Proposal - Senate Democrats propose reopening the government if Republicans agree to a one-year extension of Affordable Care Act tax credits [2] - Democrats request a bipartisan group to work on reforms to the tax credits [2] - This proposal marks a major shift from the previous stalemate [4] Republican Stance - Senate Republicans have shown openness to extending the tax credits, with some caveats and limits [2][3] - Moderate Republicans have suggested a one-year extension to allow time for working out a solution [3] Potential Outcome - The decision now rests with Senate Republicans [4] - If Republicans accept the offer, the shutdown could end soon [4]

Financial Data and Key Metrics Changes - Adjusted EBITDA for Q3 2025 was $830 million, up from $698 million in the previous year, driven by growth from new renewables projects and rate-based investments in U.S. Utilities [19] - Adjusted EPS increased to $0.75 per share compared to $0.71 in the prior year, influenced by similar drivers as adjusted EBITDA [22] - The company has realized the majority of the $150 million in cost savings for the year and is on track to achieve a $300 million annual run rate in 2026 [20][26] Business Line Data and Key Metrics Changes - Renewables EBITDA saw a 46% increase year to date, primarily due to the organic growth of new projects and the maturation of U.S. Renewables businesses [6][30] - The U.S. Utilities segment is focused on maintaining affordability while addressing increased demand, with a rate increase request that is less than the cumulative impact of inflation since the last adjustment [14][17] - The Energy Infrastructure segment's higher EBITDA reflects the acquisition of the remaining ownership in the Cochrane coal plant and the commencement of operations at the Gatun gas plant [24] Market Data and Key Metrics Changes - The company signed 2.2 gigawatts of new Power Purchase Agreements (PPAs) year to date and expects to sign an additional 1.8 gigawatts by year-end [5] - The U.S. backlog is 7.5 gigawatts, with an additional 4 gigawatts in the pipeline, all of which are safe harbored [11] - The company is experiencing strong demand across the sector, particularly from data centers, with a focus on time to power [10] Company Strategy and Development Direction - The company is committed to executing its plan and is well-positioned for growth into 2026, reaffirming its full-year 2025 guidance and long-term growth rates [4][30] - The strategy includes a focus on larger, more profitable projects, with an average project size increase of over 50% in the past five years [7][53] - The company is leveraging its safe harbor pipeline and robust domestic supply chain to meet growing energy demand [10][11] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in achieving strategic and financial objectives, highlighting a clear line of sight to EBITDA growth through ongoing construction projects [30] - The company anticipates a strong step-up in growth rates over the next two years, with a long-term growth rate of 5% to 7% through 2027 [26][27] - Management noted that the energy infrastructure segment's drag from asset sales and coal retirements is expected to lessen, allowing for more robust overall growth [39] Other Important Information - The company has a capital allocation plan that includes returning over $500 million in dividends to shareholders while investing approximately $1.8 billion toward new growth [28] - The company has repaid approximately $400 million of subsidiary debt, maintaining a strong balance sheet consistent with its investment-grade credit ratings [29] Q&A Session Summary Question: Long-term growth outlook and asset sales impact - Management reaffirmed the 5% to 7% growth guidance through 2027, with the $400 million in EBITDA expected from projects coming online in 2027 and beyond [36][38] Question: Parent funding and balance sheet capacity - The focus is on strengthening the balance sheet and maintaining investment-grade ratings, with no plans to issue equity in the near term [42][44] Question: Demand acceleration and data center interest - Strong interest from data centers is noted, with a focus on larger, more profitable projects rather than just the number of gigawatts [51][53] Question: Energy storage demand and opportunities - Energy storage is critical for meeting growing demand, with strong demand expected for both behind-the-meter and grid services [56][57] Question: Utility opportunities and IRP update - Advanced negotiations are ongoing, with expectations to announce deals soon, focusing on building transmission and generation capacity [65][66] Question: Powered land opportunity details - The powered land solution involves co-locating data centers with existing power projects, providing a site for development along with an associated PPA [68][100]

Government Shutdown Impact - Millions of Americans face potential food assistance (SNAP) lapse and healthcare premium spikes due to the shutdown [1][11][12] - Federal workers are missing paychecks, leading to increased strain and longer lines at food banks [15][19][21][24] - The shutdown is causing collateral damage, including potential delays across the FAA [11][19] Political Standoff - Republicans and Democrats are blaming each other for the shutdown, framing it as a way to force concessions [1][21] - A clean CR (Continuing Resolution) has been proposed by Republicans to reopen the government, but Democrats are hesitant due to expiring tax credits and healthcare concerns [3][4] - The filibuster is a point of contention, with some arguing it should be bypassed to address critical issues [8][9][16] Healthcare Crisis - Open enrollment starts November 1st, and families are facing potentially large increases in healthcare costs [4][5][14][24] - Expiring tax credits are contributing to the healthcare affordability crisis, impacting individuals, families, union workers, and small business owners [5][14][24][25] - A couple in their 60s could face an extra $1,200 per month in healthcare premiums [14] Potential Compromise - There may be movement behind the scenes in the Senate towards a compromise involving reopening the government and negotiating healthcare subsidies [18][19] - A potential compromise could include action on healthcare tax credits, reopening the government, and ensuring federal workers are paid [20]

If enhanced Affordable Care Act (ACA) tax credits are allowed to expire, Americans may face steep health insurance premium hikes. Early retirees are especially at risk. https://t.co/MkRsw7Kljl ...

Core Insights - The IRS has penalized American taxpayers over $162 million for falsely claiming tax credits, often influenced by misleading online advice [1] Group 1: Tax Misconceptions - Misleading tax advice from social media influencers and scammers has become common, making fact-checking essential to avoid legal issues [1] - A popular misconception is that receiving a raise leads to a higher overall tax burden, which is a misunderstanding of the U.S. progressive tax system [4][5] Group 2: Tax Strategies and Legalities - The "Overseas Zero Tax Strategy" suggests that moving to different countries can legally avoid income taxes, but U.S. citizens must report all income earned abroad [3][4] - Claims of writing off personal expenses as business deductions are often illegitimate; the IRS requires that deductions be "ordinary and reasonable" [6][7]