Bernstein·2026-06-30SectorAmericas Energy & Transition: The Peaker you can't see-Can VPPs become the MVP in the U.S.?
Goldman Sachs·2026-06-30SectorReported draft ban on Chinese inverters but timing remains TBD; implications for ENPH and SEDG
Bernstein·2026-08-20SectorMarket-Perform$56U.S. Multi Industry & Electrical Equipment US Industrials: 30 exhibits on the state of cooling and electrical equip. procurement in North American Data Centers