NextEra Energy (NEE) Q2 2025 Earnings Call July 23, 2025 09:00 AM ET Speaker0Good day, and welcome to the NextEra Energy, Inc. Second Quarter twenty twenty five Earnings Conference Call. All participants will be in a listen only mode. Please note this event is being recorded. I would now like to turn the conference over to Mr.Marcus Eidlman, Director of Investor Relations. Please go ahead, sir.Speaker1Thank you, Chuck. Good morning, everyone, and thank you for joining our second quarter twenty twenty five f ...

East West Bancorp (EWBC) Q2 2025 Earnings Call July 22, 2025 05:00 PM ET Company ParticipantsAdrienne Atkinson - SVP & Director - IRDominic Ng - Chairman & CEOChristopher Del Moral-Niles - EVP & CFOIrene Oh - EVP & Chief Risk OfficerManan Gosalia - Head - U.S. Midcaps Banks ResearchEbrahim Poonawala - MD & Head - North American Banks ResearchJared Shaw - Managing DirectorTimur Braziler - Director - Mid-Cap Bank Equity ResearchChristopher Mcgratty - MD & Head - U.S. Bank ResearchAndrew Terrell - Managing Dir ...

Clean energy stocks fell on Monday as President Donald Trump's spending legislation now includes a tax on wind and solar projects using Chinese components and phases out credits faster than previous versions of the bill.Shares of NextEra Energy, the largest renewable developer in the U.S., fell 4%. Solar stocks Array Technologies, Enphase and Nextracker were down between 4% and 9%. The Senate is voting Monday on the legislation, which ends the two most important tax credits for solar and wind projects place ...

Core Viewpoint - The recent passage of a tax and spending bill by the Republican-controlled House has led to a significant decline in solar stocks, particularly affecting residential rooftop solar providers like Sunrun, which saw a 40% drop in share price [1][5]. Group 1: Impact on Solar Stocks - Solar stocks, including Sunrun, NextEra Energy, and AES Corp., experienced sharp declines, with Sunrun down 40%, NextEra down 9.1%, and AES down 5.2% [1]. - The bill phases out most clean-energy tax credits for utility projects that begin more than 60 days after passage or are placed into service after 2028, which is more restrictive than previously anticipated [2][3]. Group 2: Specific Effects on Rooftop Solar - The bill has rolled back tax credits for leased rooftop solar systems, which could devastate the residential solar industry, as most installations are leased [4][5]. - Analysts have described the bill's impact on the rooftop solar industry as "disastrous," with one stating it could mark "the end" of the U.S. rooftop solar industry as it currently exists [5]. Group 3: Supply Chain Concerns - Sunrun imports about 50% of its solar panels, and the new tariffs and restrictions on foreign components could exacerbate challenges for the company, particularly given its reliance on Chinese supply chains [6]. Group 4: Legislative Status - The bill has only passed the House and will now move to the Senate, where there are reservations about the current provisions, indicating potential for further negotiations [8]. - Investors are advised to monitor developments in the Senate, as there is hope for reintroduction of some credits in the reconciled version of the bill [9].