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Solar Stocks Flash Major Technical Breakout As Tariff Talk Escalates
Solar Stocks Flash Major Technical Breakout As Tariff Talk Escalates
Solar stocks are showing a clear technical shift, breaking above a well-defined downtrend after more than five years of sustained pressure.
UBS analyst Catherine Gordon is attributing the surge in solar stocks to falling yields and renewed policy momentum. A potential Section 232 tariff announcement in mid-to-late June is adding fuel to the rally, with First Solar leading the charge.
The UBS Solar basket (UBXXSOL) is now up 40% year-to-date.
Gordon provided more context on what's powering UBXXSOL higher:
Clean tech names are outperforming...
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Oct 1, 2026 / Tyler Durden
Hegseth Reveals "AutoWarCom" As $74 Billion Drone Splurge May Ignite This Stock
Hegseth Reveals "AutoWarCom" As $74 Billion Drone Splurge May Ignite This Stock
Beyond nuclear, the "powering up America" theme, AI, and the more recent "own the bottlenecks" theme, we have also outlined incoming tailwinds for drone and counter-UAS companies as the Department of War adapts to the wars in Ukraine and the Gulf area. That requires massive drone stockpiling and the development of conflict-free supply chains.
To do this, Defense Secretary Pete Hegseth is creating a four-star combatant command for autonomous warfare, seeking to accelerate the DoW's purchases across all categories...
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May 8, 2026 / Tyler Durden
"Thermal Event" Triggers Service Disruptions At Amazon AWS Cloud Hub In Northern Virginia
"Thermal Event" Triggers Service Disruptions At Amazon AWS Cloud Hub In Northern Virginia
Amazon Web Services said that recovery efforts are still underway after a "loss of power during a thermal event" disrupted a Northern Virginia data center on Thursday evening.
"Mitigation efforts remain underway to resolve the impaired EC2 instances and degraded EBS volumes in a single Availability Zone (use1-az4) in the US-EAST-1 Region," AWS wrote on its Service Health page, indicating that its operational issue for "Amazon Elastic Compute Cloud (N. Virginia)" remained "impacted" as of early Friday morning.
AWS...
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