$FSLR

Rising oil prices and Middle East tensions shift energy markets toward reliability and security, favoring GE Vernova's $150B backlog over First Solar's volatile solar business.

Chinese solar cell maker Yingfa Ruineng returns to profitability with 857 million yuan in 2025 net profit, seeking Hong Kong IPO backed by state fund as international revenue surges to 40.5%.

Ardsley Advisory Partners sells 440,000 Hut 8 shares (55% stake) worth $19.4M in Q4 2025, citing concerns over 26x price-to-sales valuation despite strong growth.

U.S. solar and battery storage market projected to grow from $2.71B in 2025 to $11.64B by 2035 at 15.70% CAGR, driven by federal incentives and falling tech costs.

GE Vernova outperforms First Solar in 2025 with $59.3B orders and raised 2026 guidance, while First Solar faces flat outlook amid reduced federal tax credits.

First Solar's profitability relies almost entirely on government subsidies, not core operations. Stalling backlog growth raises long-term viability concerns.

Ten large-cap stocks plunged last week, led by First Solar's 18.6% drop on weak guidance and Novo Nordisk's 6.6% decline over pricing concerns.

Tech stocks rally on positive sentiment ahead of Nvidia earnings. Nasdaq climbs 1.2%, Bitcoin rises 7% as investors shift toward growth assets.