Shares of microinverter manufacturer Enphase Energy Inc. (NASDAQ: ENPH) jumped as much as 13.4% in trading Tuesday after one of its customers got some positive tariff news. At 3:10 p.m. EDT, shares were trading 13% higher and seem poised to end the day up double digits. The good news wasn't actually about Enphase Energy today, it was about SunPower (NASDAQ: SPWR).