Core Insights - The latest investment trends show that top mutual funds are increasingly investing in AI-related stocks, with Nvidia and Palantir joining the ranks of major companies like Alphabet and Apple [8][10]. Investment Highlights - Banco Santander led the list with a significant investment of $16.12 billion, followed by Ormat Technologies at $14.31 billion, AAR Corp at $8.89 billion, and Nextracker at $1.96 billion [2][4][6]. - Ormat Technologies has seen its stock price rise significantly, nearing an all-time high due to strong demand from mutual funds [4]. - AAR Corp is also performing well, with a capital inflow of $8.89 billion, and is currently testing its 50-day moving average [5]. - Nextracker, after a slump post-IPO, has rebounded with a $1.96 billion investment, reaching a record high before recent market pressures [5]. Additional Notable Investments - Other companies that attracted substantial investments include Celestica with $734 million, Seagate Technology with $669 million, GSK with $288 million, and TE Connectivity with $202 million [7]. - Despite lower investment amounts compared to previous months, Nvidia, Palantir, Alphabet, and Apple still made the list of new buys, indicating continued interest in these tech giants [8][10]. - IBM has also emerged as a strong investment choice, with its stock performing well following a positive earnings report [11].

As global energy consumption surges on the back of artificial intelligence (AI) infrastructure, two solar stocks are enjoying spectacular momentum gains.Canadian Solar Inc. (NASDAQ:CSIQ) and First Solar Inc. (NASDAQ:FSLR) have emerged as top momentum performers according to Benzinga Edge’s Stock Rankings report.Riding the wave of increasing investor enthusiasm for sustainable energy solutions as data center leaders and tech visionaries are touting futuristic concepts like floating data centers and even orbi ...

Core Insights - The company is establishing a large manufacturing facility in Michigan to produce a vital component for solar panels, indicating a strategic move to enhance its position in the renewable energy sector [1] Company Developments - The new plant in Michigan is part of the company's efforts to compete directly with Chinese manufacturers in the solar panel component market [1]

Ac t i o n | 02 Nov 2025 19:42:41 ET │ 18 pages Trina Solar (688599.SS) Upgrade to Buy as Industry Trough Looks to Have Passed CITI'S TAKE We upgrade Trina from Sell to Buy after joining its post 3Q25 result call seeing (i) net loss cut in 3Q25; Trina expects further cuts in coming quarters; (ii) fast growing ESS shipment volume to double yoy to 15-16GWh in 2026E with margin rise from higher overseas sales mix; and (iii) positive catalyst from anti-involution measures. Our Trina's 2026E net loss is -40% and ...

abc 3 November 2025 Global Research Longi Green Energy Technology Narrowed loss in 3Q25 and HPBC shipments ramping up Narrowed loss in 3Q25 with improving cash flow Longi reported 9M25 net loss of Rmb3.4bn. 3Q25 net loss of Rmb834mn narrowed 26% QoQ, in line with expectations. The narrowed loss was mainly helped by wafer price lift and high-margin Back Contact (BC) module shipment. GPM improved 3.3ppt QoQ to 5% in 3Q25. Longi recorded Rmb0.8bn impairment loss in 3Q25. Selling expense and management expenses ...

Sunrun Inc. (NASDAQ:RUN) shares were down after the company released a mixed third-quarter earnings report after Thursday's closing bell.  Here's a look at the details in the report. RUN stock is moving. See the real-time price action here.The Details: Sunrun reported quarterly earnings of six cents per share, which missed the consensus estimate of 15 cents by 59.73%.Quarterly revenue came in at $724.55 million, which beat the Street estimate of $602.02 million and was up from revenue of $537.17 million fro ...

Core Insights - Sparq Systems Inc. has entered into a manufacturer's authorization and supply agreement with Tumi Clean Technologies Limited and Rolaz Green Energy Pvt. Ltd. to distribute microinverters in sub-Saharan Africa [1][2] Company Overview - Sparq Systems designs and manufactures next-generation single-phase microinverters for solar applications, with a proprietary product called the Quad that optimizes four PV modules with a single microinverter, simplifying design and reducing costs [5] Agreement Details - The agreement allows Tumi to purchase Sparq's microinverters for distribution in Ghana and other sub-Saharan markets after a six-month pilot to validate market readiness [2] - Tumi may gain exclusive distribution rights and an exclusive license for assembly in Ghana if it meets certain order levels [2][4] Strategic Goals - The collaboration aims to expand access to clean-energy technologies in Africa, with Tumi planning to lead the distribution of solar and inverter systems while establishing local assembly and manufacturing [3] - Tumi intends to leverage the African Continental Free Trade Area (AfCFTA) framework to scale the partnership across the continent, enhancing supply chains and promoting African-made clean-energy solutions [3][6]

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Financial Performance Highlights - Aggregate Subscriber Value reached $1.6 billion in 2Q25, a 40% year-over-year increase[7] - Contracted Net Value Creation was $376 million in 2Q25, a 316% year-over-year increase[7] - Cash Generation was $27 million in 2Q25, marking the fifth consecutive quarter of positive cash generation[8] - Trailing four-quarter Cash Generation totaled $119 million[9] - Contracted Net Earning Assets, inclusive of net debt, stood at $3.0 billion as of June 30, 2025, or $13.03 per share[9] - Upfront Net Subscriber Value exceeded $5.7k, representing an 11% margin, expanding 17 percentage points year-over-year[10] Operational Metrics - Customer Additions grew 15% year-over-year in Q2[14] - Customer Additions with Storage grew 50% year-over-year in Q2, with a Storage Attachment Rate reaching 70%[14] - Net Subscriber Value increased to a record high of $17,004, a 22% year-over-year increase[48] - Aggregate Subscriber Value increased 40% year-over-year to $1.6 billion, while Aggregate Creation Costs increased 11% to $1.1 billion[59] Home-to-Grid Distributed Power Plant - Over 71,000 customers are enrolled in grid service programs, representing a growth of over 300% year-over-year[17] - Sunrun delivered 354 MW of power during dispatches over the last year[16] - Networked Storage Capacity reached 3.2 GWhr[16] - Sunrun expects to have over 10 GWhrs of dispatchable capacity online by 2029[17] Investment Tax Credit (ITC) - The 48E Investment Tax Credits (ITC) are maintained for the storage portion of projects through 2033 at 30%+, while ITCs for the solar portion are maintained through 2027[23] - Subscriptions represented 94% of Sunrun's 2Q25 volume[27]

SAN FRANCISCO, Nov. 06, 2025 (GLOBE NEWSWIRE) -- Sunrun (Nasdaq: RUN), America’s largest provider of home battery storage, solar, and home-to-grid power plants, today announced the appointment of Craig Cornelius as a member of Sunrun’s board of directors (the “Board”). Mr. Cornelius brings two decades of industry experience across the renewable energy space. “I am excited to announce the appointment of Craig as our newest board member. Craig brings a wealth of experience and perspective, having led large, c ...