T1 Energy Shares Jump as Q2 Sales Beat Estimates, Microsoft AI Capex Lifts Sector

T1 Energy Inc. (NYSE: TE ) shares are climbing on Thursday as strong quarterly results and massive AI capex guidance from Microsoft provided momentum, alongside the company’s own preliminary financial updates and a major solar intellectual-property deal. T1 Energy shares are climbing with conviction. Why are TE shares rallying? T1 Energy’s Q2 2026 Results Boost Shares The company this week posted preliminary second-quarter 2026 results that point to sales of about $245 million-$255 million (above a $193.5 million consensus) and a net loss from continuing operations of roughly $34 million-$37 million, alongside an acquisition of solar patents and related assets. T1 Energy also guided to adjusted EBITDA of -$14.5 million to -$11.5 million, excluding about $24.4 million in tariff refunds tied to the International Emergency Economic Powers Act. It sold its remaining 2025 Secti...