FSLR, CSIQ rally following SunPower's earnings

• First Solar (FSLR +4.4%) and Canadian Solar (CSIQ +5.8%) are turning in strong days after North American peer and First Solar YieldCo partner SunPower (up 10.5%) provided strong full-year guidance in its Q2 report. The Nasdaq is up 0.5%.
• SunPower also stated it expects a 30% CAGR in MW deployed from 2015-2019, and that its global project pipeline is now above 12GW. First Solar's Q2 report arrives on Aug. 4.