AI Boom Needs Electricity — These Solar ETFs Could Be the Beneficiaries
Elon Musk’s solar push comes as AI data centers drive soaring power demand, creating a potential tailwind for clean energy ETFs.
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Trump's Solar Tariffs Could Spark The Next Intel-Style Government Deal: 2 Stocks To Watch
rump's solar tariffs could trigger the next Intel-style deal. Kellogg expert reveals why First Solar (FSLR) and Corning (GLW) are key.
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BMO Capital Upgrades First Solar to Outperform, Raises Price Target to $263
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Canadian Solar Q2 Loss Wider Than Estimates, Revenues Fall Y/Y
Canadian Solar reported a wider Q2 2026 loss of $1.40 per share despite beating revenue estimates at $1.21 billion. However, revenues declined 28.7% year-over-year due to lower gross margins and reduced module shipments. Battery storage shipments surged 73% year-over-year, showing strength in that segment. The company guided Q3 revenues of $1.30-$1.50 billion with gross margins of 13.5%-15.5%. Other solar companies showed mixed results: Enphase Energy missed revenue expectations with declining earnings, First Solar beat earnings estimates, and SolarEdge Technologies exceeded both earnings and revenue expectations.
8-K filing — CORNING INC /NY (GLW)
Filed: 2026-09-04 AccNo: 0001206774-26-000517 Size: 231 KB Item 7.01: Regulation FD Disclosure
Ciena Outlines Strong 2027 Outlook: What's Fueling the Momentum?
Ciena Corporation reported Q3 revenue growth of 37% and adjusted EPS surge of 215%, driven by strong AI network spending. The company's backlog exceeded $10 billion with most demand for 2027, and it projects at least 30% revenue growth in fiscal 2027. Competitors Corning and Viavi Solutions are also benefiting from AI infrastructure and data center investments.