Solar Stocks Surge on Breakout Signals Amid Rising Tariff Tensions

Solar stocks are showing a clear technical shift, breaking above a well-defined downtrend after more than five years of sustained pressure.

UBS analyst Catherine Gordon is attributing the surge in solar stocks to falling yields and renewed policy momentum.

A potential Section 232 tariff announcement in mid-to-late June is adding fuel to the rally, with First Solar leading the charge.

The UBS Solar basket (UBXXSOL) is now up 40% year-to-date.

Gordon provided more context on what's powering UBXXSOL higher: Clean tech names…