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NextEra Energy expands collaboration with Google for AI data centers and restarts Duane Arnold plant, boosting growth prospects. Despite a 13.77% 90-day share price return, shares trade below Wall Street targets, suggesting potential undervaluation. Analysts debate fair value, with Simply Wall St's DCF model indicating a higher trading price than intrinsic value. Investors should consider risks like higher rates and permitting delays. The article provides insights into NextEra's competitive advantages and potential earnings growth.
First Solar's investment narrative is influenced by evolving U.S. clean energy tax credit rules and foreign-entity-of-concern guidance, which may favor domestic manufacturers. Despite missing full-year guidance, First Solar shows improved revenue growth and profitability. Analyst optimism and market share expectations highlight its role in U.S. solar demand. Policy shifts could impact its growth and valuation.
Micron Tech(MU) rose 10.21%, with a trading turnover 16.3 Billion USD, and a year-to-date rose 196.2%. Lam Research(LRCX) rose 6.27%, with a trading turnover 2.2 Billion USD, and a year-to-date rose 130.1%. Comcast - WI(CMCSV) fell 4.38%, with a trading turnover 84.2 Thousand USD, and a year-to-date rose 7.9%. ConocoPhillips(COP) fell 2.87%, with a trading turnover 640.1 Million USD, and a year-to-date fell 3.8%.
First Solar Inc.'s stock rose 3.05% to $261.79, outperforming competitors on a positive trading day. The S&P 500 increased by 0.79%, and the Dow Jones by 0.14%. First Solar is 7.02% short of its 52-week high. Competitors showed mixed results: SolarEdge fell 1.56%, Hubbell rose 1.20%, and Sunrun rose 6.21%. Trading volume was below the 50-day average.
EQT Corp.'s stock fell 1.10% to $53.76, outperforming competitors like EOG Resources, Devon Energy, and Occidental Petroleum, despite a favorable market session. The stock remains 13.61% below its 52-week high. Trading volume was higher than the 50-day average. Data compiled on December 18, 2025.
