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CTEX
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An Overlooked Cleantech Fund Just Did in Eighteen Months What the S&P 500 Took Five Years to Accomplish
Quick Read CTEX surged 40% YTD and 154% over 12 months, powered by AI electricity demand, a US storage buildout, and a looming clean energy tax credit deadline. CTEX's tiny $5.4M AUM and concentrated holdings outpaced diversified ICLN whil…
The year 2025 began with post-election optimism and expectations of a strong first quarter. Instead, markets were hit by the rise of low-cost AI initiatives from China, the adverse impact on the U.S. Big Tech, Trump tariffs, sticky inflati…
Trade War or Not, Specific Industry ETFs Are in Sweet Spots
The U.S.-China trade tensions once again started hitting headlines since last Friday. On Friday, Trump announced plans to impose an additional 100% tariff on Chinese goods starting Nov. 1, in response to Beijing’s new export controls on ra…
IEA halves forecast for U.S. renewables growth due to Trump policies
[wind turbine and a solar panel at sunset.sustainable energy source for smart cities.] bombermoon/iStock via Getty Images The International Energy Agency has halved its forecast for renewable energy growth in the U.S. by 2030, on account o…
Solar stocks have rallied on Aug. 18, 2025 after the U.S. Treasury Department released guidance on which projects qualify for clean energy tax credits. The rules proved to be less restrictive than investors had feared initially, leading to…
Wall Street was steady last week as the S&P 500 added 2.1%. The Dow Jones gained 3% and the Nasdaq advanced 2%, thanks to fading geopolitical tensions and ebbing tariff-related fears. Among the key developments, America's top banks announc…
Can Sunrun Weather the Policy Storm? Analysts Weigh Potential Solar ITC Cuts
Sunrun Inc. (NASDAQ:RUN) shares are trading higher on Thursday after the company reported better-than-expected first-quarter results on Wednesday. The company reported an EPS of 20 cents per share, which beat the analyst consensus estimate…
Why Is SolarEdge Stock Skyrocketing Today? SolarEdge Technologies, Inc. (NASDAQ:SEDG) shares are trading higher after the company reported fourth-quarter results. Revenues of $196.2 million, down 17% sequentially, beat the consensus of $18…
SolarEdge's Restructuring To Generate Savings And Free Cash Flow Upside: Goldman Sachs Analyst
SolarEdge's Restructuring To Generate Savings And Free Cash Flow Upside: Goldman Sachs Analyst SolarEdge Technologies, Inc. (NASDAQ:SEDG) shares are trading higher on Tuesday. On Monday, Goldman Sachs analyst Brian Lee raised its price tar…
Why Are SolarEdge Technologies Shares Rocketing On Monday?
Why Are SolarEdge Technologies Shares Rocketing On Monday? SolarEdge Technologies, Inc. (NASDAQ:SEDG) shares are trading higher after the company revealed its 2025 plans, which include layoffs of approximately 400 employees and other spend…
Apple's Glass Supplier Corning Outperforms in Tough Market, Eyes $3B Sales Boost in Three Years
Apple's Glass Supplier Corning Outperforms in Tough Market, Eyes $3B Sales Boost in Three Years Corning Inc (NYSE:GLW) reported a fiscal first-quarter 2024 core sales decline of 3% year-on-year to $3.26 billion, beating the consensus of $3…