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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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Apr 9, 2026 / Tyler Durden
Will Europe Have Its Own FBI? Polish MEP Sounds Alarm Over EU's Planned Expansion Of Powers For Europol
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Apr 12, 2026 / Tyler Durden
All High Earners Need To Know About The Mega Backdoor Roth
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Apr 11, 2026 / Tyler Durden
Trump Announces Start Of "Clearing Out" The Strait As A "Favor" To RoW As 'Indirect' Talks Begin With Iran
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