T1 Energy Inc. has completed a $160 million sale of Section 45X production tax credits to an investment-grade buyer, leveraging a tax credit transferability mechanism. The sale covers credits from domestic manufacturing through December 2025 and will provide liquidity for ongoing operations at its G1 Dallas facility and construction of the G2 Austin solar cell plant. This move highlights the growing U.S. solar manufacturing sector and T1 Energy's plans to become a major player in Texas with its new 5 GW cell fab.

TD Cowen has reduced its price target for Universal Health Services (NYSE:UHS) to $245 from $251, while maintaining a Buy rating. This adjustment reflects concerns over the potential non-extension of Affordable Care Act subsidies, leading to a 2% cut in fiscal year 2026 adjusted EBITDA estimates. Despite this, the new target still suggests an 11% upside, and the company is pursuing mitigation strategies and has pending Supplemental Payment Program applications that could offset headwinds.

Stardust Power Inc. has partnered with 38 North Solutions to bolster its federal policy engagement and funding strategy for its battery-grade lithium carbonate project. This collaboration aims to navigate U.S. government policy, access incentives, and cultivate relationships with stakeholders as Stardust Power develops its lithium refinery in Muskogee, Oklahoma. The partnership comes as the U.S. government prioritizes critical minerals for national security and economic independence, positioning Stardust Power to contribute to domestic energy security and supply chain resilience.

Governor Gavin Newsom announced a constructive development regarding Valero's Benicia refinery, stating it would idle but continue supplying California's market through imports and existing inventories until April 2026, avoiding a full closure and ensuring stable fuel prices. The administration is collaborating with Valero to explore continued operations and reliable fuel supply during California's energy transition, emphasizing consumer protection and clean energy goals. The article also addresses common myths about refinery closures, military fuel supply, and energy security in California.

Adapture Renewables has secured $233 million in tax equity financing from U.S. Bank for its Titanium portfolio, which includes solar projects in Arkansas and Illinois. This funding will support the construction and commercial operation of these utility-scale solar projects, which are expected to generate 441 MW upon completion and power over 71,000 homes annually. This financing builds on a previous $321 million construction and tax credit bridge facility from MUFG and strengthens Adapture's long-standing partnership with U.S. Bank.

The Fort Myers Police Department is set to receive significant funding in 2026 to tackle gun violence, drug trafficking, enhance roadway safety, and expand officer training. These initiatives, approved by the City Council, are supported by state and federal grants, alongside the city's budget. Key investments include a renewal for the ShotSpotter detection system, a new dispatch and records management system, and funding for crisis response training and the Teen Highway Safety Initiative.

Stardust Power Inc. has hired 38 North Solutions, LLC to assist with its federal policy, funding strategy, and critical-minerals engagement. 38 North will guide Stardust Power on federal public-policy priorities, critical-minerals initiatives, and agency engagement related to domestic lithium manufacturing. This partnership aims to strengthen American supply chains for critical minerals, leveraging Stardust Power's existing state and local support for its Muskogee facility.

Shares of major food companies like Kraft Heinz and PepsiCo fell after Trump administration officials criticized ultraprocessed foods and sugary drinks, unveiling new dietary guidelines. Robert F. Kennedy Jr., Secretary of the U.S. Department of Health and Human Services, stated the government has misled the public to protect corporate profits from "food-like substances." The criticism comes as part of a broader effort to introduce new dietary recommendations.

AutoZone is considered a compelling buy near its 52-week lows, as recent tariff-driven margin pressure seems to be priced into the stock. Despite a short-term EPS drop due to LIFO charges, the company's 8.2% revenue growth and ongoing store expansion highlight a resilient business model. A 12-month price target of $3,900 per share implies a 20% upside, anticipating normalized earnings growth and continued share buybacks.

Wells Fargo has downgraded healthcare companies Humana and Universal Health Services, citing an impending "cliff" in government subsidies and the conclusion of post-pandemic growth cycles, which are expected to compress industry profits in 2026. The firm suggests investors interested in Medicare Advantage recovery should consider CVS Health and UnitedHealth Group, while expressing caution regarding insurers linked to Medicaid due to potential new work requirements. Conversely, Wells Fargo maintains a strong outlook for drug distributors, identifying Cardinal Health and Cencora with significant upside potential.