SolarEdge Technologies is trading 5% up at $42.09 after U.S. regulators moved to ban imports of new Chinese-made connected power inverters, citing AI and national security risks.

  • The policy shift is seen as a significant competitive boost for non-Chinese inverter suppliers like SolarEdge.
  • The stock is rebounding from recent weakness, supported by a rally in energy stocks amid geopolitical tensions even as broader markets remain mixed.