Why solar stocks have soared — and why there's trouble ahead for the rally

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• Solar stocks outpaced a rally in the broader market this week.
• The sector surged after a key budget bill kept tax credits intact.
• But the bill proposes changes that could slow the solar industry's buildout.

Sunshine is beaming down on solar stocks after policymakers saved the clean energy sector from a potentially dire threat, but there are still clouds looming over the sector.

Last week, the industry was relieved after a long-awaited...