The Zacks Analyst Blog Highlights First Solar, NextEra Energy, Enphase Energy and Oracle

For Immediate ReleaseChicago, IL – January 29, 2025 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include: First Solar Inc. FSLR, NextEra Energy Inc NEE, Enphase Energy Inc. ENPH and Oracle ORCL.Here are highlights from Tuesday’s Analyst Blog:A Massive $500B Bet on U.S. Tech Future: FSLY, ENPH, NEE to Gain?A new partnership has emerged with a massive commitment to building infrastructure for the future of artificial intelligence (AI) in the United States. The initiative aims to create essential data centers and power generation systems, marking a significant step toward advancing AI technology. This project is not only expected to revolutionize the AI landscape but also improve areas like healthcare, offering transformative possibilities, including customized treatments for diseases. It represents a bold investment in America's tech-driven future.Could this monumental AI investment unlock huge opportunities for solar energy stocks like First Solar Inc., NextEra Energy Inc and Enphase Energy Inc.?Stargate AI Project: $500B Investment by OpenAI, Oracle & SoftBankPresident Donald Trump announced a major project wherein a new partnership, called Stargate, plans to invest up to $500 billion in building infrastructure for AI in the United States. The partnership includes OpenAI, Oracle and SoftBank. While OpenAI is an AI company, Oracle is a technology company and SoftBank is a global investment firm.This project will focus on creating data centers and generating the electricity needed to support the growing development of AI, with the first phase starting in Texas. The initial investment is expected to be around $100 billion, but it could grow up to five times that amount.Trump highlighted the importance of the project, calling it a big investment and a show of confidence in the U.S. economy.Electricity Demand to Mount Up: FSLR, NEE, ENPH to GainTo power the specialized chips essential for AI applications, the data centers will require an immense amount of electricity. A substantial portion of this power will be sourced from clean, renewable solar energy, ensuring sustainability while supporting the groundbreaking technological infrastructure, as reported by Bloomberg citing sources close to the project.Given the growing demand for solar energy to power data centers and AI infrastructure, three solar stocks are likely to benefit from this shift toward renewable energy. Based on the trends in the industry and the need for sustainable energy solutions, here are three solar stocks that could see gains.First SolarFirst Solar, carrying a Zacks Rank #3 (Hold), is poised for continued growth as a leader in the solar energy space, offering advanced thin-film photovoltaic technology that outperforms conventional silicon modules. With its U.S.–based manufacturing and cutting-edge research in California and Ohio, First Solar is strategically positioned to meet rising global energy demands while promoting sustainability.NextEra EnergyA major player in the renewable energy sector, NextEra Energy, carrying a Zacks Rank #2 (Buy), has significant investments in both wind and solar power. It is also involved in large-scale solar projects, which could see accelerated growth given the increasing demand for sustainable energy. You can see the complete list of today's Zacks #1 Rank(Strong Buy) stocks here.Enphase EnergyKnown for its solar microinverters, Enphase Energy is integral to the solar power supply chain. As solar adoption grows, the demand for efficient power management systems like those provided by Enphase Energy, with a Zacks Rank of 3, could rise.Why Haven't You Looked at Zacks' Top Stocks?Since 2000, our top stock-picking strategies have blown away the S&P's +7.0 average gain per year. Amazingly, they soared with average gains of +44.9%, +48.4% and +55.2% per year.Today you can access their live picks without cost or obligation.See Stocks Free >>Media ContactZacks Investment Research800-767-3771 ext. 9339support@zacks.com                                      https://www.zacks.com                                                   Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performance for information about the performance numbers displayed in this press release.7 Best Stocks for the Next 30 DaysJust released: Experts distill 7 elite stocks from the current list of 220 Zacks Rank #1 Strong Buys. They deem these tickers "Most Likely for Early Price Pops."Since 1988, the full list has beaten the market more than 2X over with an average gain of +24.3% per year. So be sure to give these hand picked 7 your immediate attention. See them now >>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report NextEra Energy, Inc. (NEE): Free Stock Analysis Report First Solar, Inc. (FSLR): Free Stock Analysis Report Oracle Corporation (ORCL): Free Stock Analysis Report Enphase Energy, Inc. (ENPH): Free Stock Analysis ReportTo read this article on Zacks.com click here.Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks Weiter zum vollständigen Artikel bei Zacks