First solar gains from tariff ruling, CSIQ at risk: Wells Fargo
Wells Fargo said First Solar (FSLR) could benefit after a US court reinstated anti-dumping duties on solar imports from SE Asia, prompting developers to pivot toward its cadmium telluride modules. Canadian Solar (CSIQ), with plants in Malaysia & Vietnam, faces "significant uncertainty" as liabilities may exceed its market cap. FSLR +0.7% premarket; CSIQ -0.9%.