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Archival 2017 photograph of blue solar panels covering a low building’s roof, with a field and wooded hills behind; not identified as an Enphase installation.

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Enphase’s tax-credit deal caps proceeds at US$92M

Two conditional installments span 2026–2027. Enphase’s new tax-credit agreement adds liquidity flexibility, not proof of a solar-demand recovery.

Nov 1, 20265 min read

$ENPH$SEDG$FSLR

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Archival 2011 photograph of an Enphase M190 microinverter mounted on a metal rail, with copper grounding wire and black cables; not IQ SST equipment.

Oct 28, 20264 min read

Enphase drops 17% premarket as Q4 sales outlook weakens

Enphase guides Q4 revenue to US$225–$255 million after US$293.3 million in Q3. Weak solar demand, a 2028 AI timeline and last-available option metrics frame the risks.

$ENPH$SEDG$FSLR#earnings#solar

Server hardware and network cabling inside the DATARMOR high-performance computing center.

Aug 13, 20264 min read

Morning Read: Nebius scales as oil softens before PPI

Nebius posts 454% Q2 revenue growth as U.S. futures hold near flat before July PPI. T1 Energy also reports higher solar-module sales alongside funding and customer-concentration risks.

$SPY$QQQ$DIA#macro#producer-prices

Dual-axis solar trackers follow the sun at a photovoltaic power station in Cariñena, Spain.

Aug 6, 20263 min read

Morning Read: ARRAY’s $2.5B orderbook meets mixed markets

ARRAY reports a record $2.5 billion orderbook as U.S. futures split and Asian markets diverge. Today’s 08:30 ET productivity release is the main verified macro checkpoint.

$SPY$QQQ$DIA#macro#earnings