CHONGQING, CHINA - JULY 29: In this photo illustration, a person holds a smartphone displaying the logo of First Solar Inc. (NASDAQ: FSLR), an American photovoltaic solar energy solutions company, ...

He knocked his First Solar rating down one peg to hold from his previous buy. He also adjusted his price target downward, ...

CHONGQING, CHINA - JULY 19: In this photo illustration, a smartphone displays the logo of Enphase Energy Inc. (Photo illustration by Cheng Xin/Getty Images) Enphase Energy (ENPH) has had a rough run, ...

Wall Street is increasingly bullish on the broader artificial intelligence energy trade spanning nuclear, natural gas, grid expansion, battery storage, and solar, as the AI arms race sends energy ...