Core Insights - The surge in global energy consumption driven by AI infrastructure is benefiting solar stocks, particularly Canadian Solar Inc. and First Solar Inc. [1][6] - Both companies have achieved significant momentum gains, placing them in the top decile of momentum performers according to Benzinga Edge's Stock Rankings report [2][6]. Company Performance - Canadian Solar's momentum percentile improved from 87.87 to 95.74, a rise of 7.87 points, with stock gains of 52.71% over the last five days, 85.31% over the last month, and 122.09% year-to-date [7]. - First Solar's momentum score increased from 87.2 to 91.64, up 4.44 points, with stock performance showing a 9.07% increase over the last five days, 19.35% in a month, and 45.86% year-to-date [7]. Industry Context - The energy sector is experiencing a projected 25-30% increase in power demand over the next decade, largely due to AI-driven data centers [6]. - Business leaders are advocating for innovative energy solutions, including floating data centers and space-based facilities powered by solar energy [5][6].