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Will Applied Digital's Second Campus Unlock the Next Leg of Growth?

APLD's new Polaris Forge 2 campus targets gigawatt-scale AI infrastructure as rising demand meets development constraints.

Zacks Commentary·
US
AI
+5.88%
US
AMAT
+1.75%
Zacks Commentary·
US
AI
+5.88%
US
AMAT
+1.75%

Promising Solar Stocks To Research - November 20th

MarketBeat's stock screener tool highlights seven promising solar stocks: First Solar, Canadian Solar, Sunrun, Solaris Energy Infrastructure, SolarEdge Technologies, Nextpower, and Enphase Energy. These stocks are noted for their high trading volumes and potential growth in the renewable energy sector. However, they also carry risks such as policy changes and technological disruptions. The report suggests these stocks for investors seeking exposure to the solar energy industry.

Market Beat·
US
RUN
+0.53%
US
SEDG
+4.11%
US
CSIQ
+5.55%
Market Beat·
US
RUN
+0.53%
US
SEDG
+4.11%
US
CSIQ
+5.55%

First Solar Inaugurates New $1.1 Billion AI-Enabled Louisiana Manufacturing Facility | FSLR Stock News

First Solar inaugurated a new $1.1 billion AI-enabled manufacturing facility in Louisiana, creating over 800 jobs. The facility, spanning 2.4 million square feet, will boost Iberia Parish's GDP by 4.4% in its first full year. It will add 3.5 GW of annual capacity, contributing to 17.7 GW by 2027. The factory uses AI for defect detection and operational adjustments. This investment aligns with American energy dominance and reindustrialization goals, with First Solar expecting to employ over 5,500 people in the US by 2026.

StockTitan·
US
FSLR
+1.57%
StockTitan·
US
FSLR
+1.57%

Did Applied Materials' (AMAT) AI-Focused Growth Strategy and Strong Results Just Redefine Its Investment Outlook?

Applied Materials reported strong Q4 and full-year 2025 financial results, with $6.80 billion in quarterly sales and higher net income. The company provided Q1 2026 revenue guidance of $6.85 billion. Focus on AI-led product innovation and advanced semiconductor processes is emphasized. Despite robust demand, risks include export license delays and policy actions impacting China. The company is projected to reach $32.5 billion in revenue and $9.2 billion in earnings by 2028, with a fair value estimate of $222.94.

Simplywall·
US
AMAT
+1.75%
US
SOXL
+2.95%
Simplywall·
US
AMAT
+1.75%
US
SOXL
+2.95%

Why KLA Stock Could Be A Buy

KLA (KLAC) stock is considered a promising investment due to strong margins, low-debt capital structure, and growth potential, despite being 11% below its 52-week high. The stock has risen 76% this year, driven by demand for advanced packaging and AI infrastructure. However, historical drawdowns during market turmoil and export controls impacting revenue from China pose risks. A diversified portfolio is recommended to mitigate volatility. KLA's fundamentals include a 34% operating cash flow margin and 38.9% operating margin over the last three years.

Forbes·
US
KLAC
-0.34%
Forbes·
US
KLAC
-0.34%
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KLA Corp., the US chip equipment giant, inaugurated a new Taiwan headquarters and training center in Taoyuan, Taiwan on Friday, an NT$465 million investment, media report. The center is aimed at helpi......

Powertech, Taiwan’s 2nd biggest semiconductor packaging firm, will more than double 2026 capex to over NT$40 billion (US$1.3 billion), from NT$19 billion this year, media report, adding US$1 billion i...............