First Solar Just Got a Deutsche Bank Upgrade. Enphase Is Up 55% This Year. The Solar Trade Has Two Very Different Answers.
Same industry, same tailwinds — and one stock is outperforming the other by 70 percentage points year to date.
July 7, 2026
AMZN Reports July 30. The Stock Is Down 12% From Its High and AWS Just Had Its Best Quarter in Four Years.
A $200B capex year and a 28% cloud surge is where the real trade lives.