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Solar Stocks Are Surging Lately  

Shares of solar companies are extending a recent rally, boosted by optimism that new tariffs on Chinese solar panels, surging power demand, and federal subsidies will boost the sector.

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Solar panel and equipment makers such as First Solar, Nextracker, and Enphase are among the industry’s best-performing stocks lately.

First Solar’s stock was recently up some 16%.

A recent UBS note highlighted solar panel maker First Solar as a big beneficiary from rising electricity consumption by data centers used for AI.

Image: Solar panel