Following Democrats' control of both U.S. Congress houses, clean-energy stocks like First Solar and Sunrun surged over 7%, reflecting investor optimism about favorable policies such as tax credits and renewable incentives. Meanwhile, AI data center stocks like CoreWeave declined due to concerns over potential regulatory hurdles, especially in Texas. The market rotation signals anticipation of policy changes supporting renewables, but analysts caution that legislative action and actual policy implementation will determine if this trend persists.
First Solar and Sunrun are trading strongly on Pluang, with First Solar up 8.54% at USD 201.78 and Sunrun rising 7.55% to USD 9.34. Meanwhile, CoreWeave is down 9.73% at USD 48.51, reflecting the sector rotation. These prices are as of Nov 04, 2026 23:22 WIB.
Solar stocks including Enphase, Sunrun, and SolarEdge surged 6-9% as the sector rebounds before upcoming earnings reports. Enphase's CEO warned U.S. demand remains weak due to higher interest rates and expired tax credits, despite the stock's recent ...
Solar stocks are recovering after a steep drop last week due to weak earnings and guidance cuts. Enphase Energy and Sunrun led the rebound with gains of 11% and 10%, respectively, despite ongoing concerns about U.S. residential demand and higher borr...
