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Trump's Big Beautiful Bill Slashes Solar Incentives — Cathie Wood's Ark Says Nuclear May Now Be Cheapest Option: OKLO, SMR, LTBR And Other Stocks In Focus
Monday, July 7, 2025 - 7:55am | 1032After President Donald Trump signed the ‘Big Beautiful Bill,’ which reduced incentives for solar and wind power projects, Cathie Wood’s Ark Invest is making a strong case for nuclear energy, arguing it could become the most cost-effective power source — even as solar has long held...
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Trump's Big Bill Rocks Clean Energy Stocks, Except Rooftop Solar
Monday, June 30, 2025 - 12:00pm | 626Clean energy stocks reacted on Monday after President Donald Trump's new spending bill introduced a tax on wind and solar projects that use components made in China and accelerated the phase-out of tax credits compared to earlier versions of the legislation. The Details: Shares of major companies...
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DOE Warns Of Hidden Risks As Chinese Devices In Power Inverters Sparks National Security Concerns: 7 Stocks That Could Be In Focus
Thursday, May 15, 2025 - 3:24am | 648The security of publicly traded U.S. solar companies is in focus as Chinese communication devices were found in critical renewable energy infrastructure, particularly power inverters. What Happened: These devices, discovered during security checks of equipment, bypass typical firewall protections...
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First Solar Eyes Best 2-Day Rally Since 2013 After GOP Tax Plan Spares Key Clean Energy Credits
Tuesday, May 13, 2025 - 11:06am | 852Clean energy stocks spiked on Tuesday, with First Solar Inc. (NASDAQ:FSLR) jumping more than 20% during early trading. The rally came after House Republicans delivered a better-than-feared tax proposal for renewable energy incentives. The market had braced for a potential gutting of clean energy...
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2 Income Stocks Reveal Why Solar Power Isn't Here Yet
Tuesday, April 1, 2025 - 5:12pm | 1826I have been digging through J.P. Morgan’s latest annual energy report. Let me tell you, it’s a bucket of cold water for anyone believing we are about to flip a switch and transform our energy system overnight. Michael Cembalest’s 15th annual energy paper, “Heliocentrism,...
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Interior Pick Burgum Named Trump's Energy Czar
Saturday, November 16, 2024 - 4:36pm | 410President-elect Donald Trump has made several key appointments to bolster U.S. leadership in energy production, with one of the most notable being Interior Secretary-designate Doug Burgum to head a newly created National Energy Council. Politico reports that the selection of Burgum, currently...
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Net Zero By 2050 Might Cost The World $78 Trillion, Wood Mackenzie Estimates
Wednesday, October 30, 2024 - 7:28am | 546The world might be late to achieve its climate goals by 2030, but meeting the 2050 net-zero emissions deadline might come with a hefty price tag. According to the latest Wood Mackenzie Energy Transition Outlook, a green energy transition might cost as much as $3.5 trillion annually or $78 trillion...
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First Solar, NextEra, Enphase: What Post-Election Scenarios Could Mean For Renewable Powerhouses
Friday, October 18, 2024 - 8:46am | 807With 17 days to Election Day, analysts are eyeing renewable energy companies as potential market movers post-election. JPMorgan’s Mark Strouse has his sights set on First Solar Inc (NASDAQ:FSLR), NextEra Energy Inc (NYSE:NEE), and Enphase Energy Inc (NASDAQ:ENPH). Depending on the outcome on...
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Why This NextEra Energy Analyst Is No Longer Bullish
Monday, July 1, 2024 - 12:01pm | 292NextEra Energy Partners LP (NYSE:NEP) shares tanked in early trading on Monday. The company has a "challenging road ahead," with "insufficient growth from wind repowering and the looming ~$3.7B CEPF liabilities post-2026," according to RBC Capital Markets. The NextEra Energy Partners Analyst:...
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Google Makes Major Solar Move, Acquires Stake In Taiwan-Based New Green Power Owned By BlackRock
Sunday, June 30, 2024 - 11:59pm | 614Alphabet Inc.‘s (NASDAQ:GOOGL) (NASDAQ:GOOG) subsidiary Google has purchased a stake in a Taiwanese solar power company. The deal, which involves New Green Power, a firm owned by BlackRock (NYSE:BLK), could see Google procure up to 300 megawatts of renewable energy. What Happened: Google has...
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Utility Stocks Outperform: 2 Standouts Deliver Impressive Returns In 2024
Friday, June 28, 2024 - 9:16am | 626While the broader market had its ups and downs in the first half of 2024, two utility stocks have defied expectations, delivering stellar returns and significantly outpacing their peers. The Utility sector, tracked by the SPDR Select Sector Fund – Utilities (NYSE:XLU), is up over 8% year-to-...
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Why First Solar Is A Must-Watch Stock In The AI Era
Monday, May 27, 2024 - 3:50pm | 652As the artificial intelligence revolution gains momentum, a bullish analyst foresees a surge in electricity demand, which they said is a boon for solar companies like First Solar Inc (NASDAQ:FSLR). First Solar stock has returned 39.38% to investors over the last year, over 60% YTD, and about 80%...
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RTX Inks Largest Renewable Electricity Agreement: 'On Path To Achieve 2025 Goal'
Thursday, April 18, 2024 - 11:48am | 249Aerospace and defense conglomerate RTX Corp (NYSE:RTX) has entered into an energy supply agreement with a subsidiary of ENGIE North America, ENGIE Resources LLC (ENGIE). What Happened: ENGIE will provide 100% renewable electricity to 12 of RTX’s Texas facilities. The agreement with ENGIE runs...
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World's Top Energy Authority Admits EV Sales Dented Oil Demand Last Year, But Emissions Rose Anyway Due To 'Exceptional' Shortfall From Climate Crisis
Monday, March 4, 2024 - 1:55am | 703The International Energy Agency (IEA) disclosed that the sale of electric vehicles, which accounted for one-fifth of all new cars sold worldwide last year, resulted in a notable reduction in oil demand. What Happened: The IEA’s report states that without EVs, solar, wind, and...
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Cathie Wood Calls Out Bitcoin Skeptics: 'You Can't Have It Both Ways,' 5 Myths Debunked
Monday, January 22, 2024 - 4:16pm | 702Ark Invest CEO Cathie Wood, known for her unwavering belief in Bitcoin's (CRYPTO: BTC) potential, called out the naysayers with a weekend tweet, saying: "Bitcoin skeptics can't have it both ways." The tweet aimed to amplify a thread by Yassine Elmandjra, Director of...