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Solar Stocks Surge As Energy Shock Revives Renewables Trade

Solar Stocks Surge As Energy Shock Revives Renewables Trade Goldman analyst Adam Wijaya asked clients whether this year's surge in SolarEdge, Enphase Energy, and other solar stocks is reviving a familiar trade: higher crude oil and natural gas prices in Europe and globally, strengthening the case for renewables as the energy shock sparks a return to coal switching. "Are we back to running the 2022 playbook?" Wijaya asked in a note published Monday. Wijaya said, "Certainly seems that way based on recent px action in residential solar."  "SEDG is +79% YTD vs ENPH...
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Jun 16, 2026 / Tyler Durden
Stock Rally Pauses As Attention Turns To Warsh's First FOMC
Stock Rally Pauses As Attention Turns To Warsh's First FOMC US futures are flat, pausing after a three-day rally with investors shifting their focus to this week's FOMC meeting, Kevin Warsh's first, which begins today. As of 8:00am ET, S&P futures are up 0.1% after surging 2% on Monday; and Nasdaq futures gain 0.3%, as SpaceX continued to surge, rising 11% overnight and on track for a more than 50% jump since going public, and briefly surpassing Microsoft's market value in afterhours trading. Pre-market, most of the Mag 7 names are lower; TSLA (-1.7%)...
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Feb 23, 2026 / Tyler Durden
AI Agent OpenClaw Confirms Ban On Bitcoin/Crypto Discussions In Discord
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Jul 17, 2026 / Tyler Durden
What's Really Going On? UK Government Announces Mass Stockpile Order, Wargames
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