Soaring European power prices driven by the Iran conflict are sending governments and investors scrambling toward solar and other renewables at a pace never seen before. We explore whether this energy shock represents a permanent turning point for clean energy investment or just a temporary spike in interest. Today&#x27;s Stocks &amp; Topics: Bank of America Corporation (BAC), Market Wrap, WisdomTree Enhanced Commodity Strategy Fund (GCC), Will the Iran War Be the Catalyst That Finally Supercharges the Green Energy Transition?, Teck Resources Limited (TECK), The Charles Schwab Corporation (SCHW), Covered Call Options, Economic Growth Numbers, Lululemon Athletica Inc. (LULU), GDP Ratio. Our Sponsors: * Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com * Check out Chilipad and use my code sleep.me/INVEST for a great deal: https://sleep.me * Check out Plaud AI and use my code INVEST for a great deal: https://plaud.ai * Check out Progressive: https://www.progressive.com * Check out Quince and use my code quince.com/invest for a great deal: https://www.quince.com * Check out Scribe and use my code scribe.how/invest for a great deal: https://scribe.com * Check out TaskRabbit and use my code INVEST for a great deal: https://taskrabbit.com * Check out TruDiagnostic and use my code INVEST20 for a great deal: https://www.trudiagnostic.com Advertising Inquiries: https://redcircle.com/brands

Will the Iran War Be the Catalyst That Finally Supercharges the Green Energy Transition?

InvestTalk

# Full Transcript

**Podcast:** InvestTalk

## Transcript

[SPEAKER_A] On radio, on YouTube, streaming live on InvestTalk.com, and for our podcast subscribers, this is InvestTalk: Independent Thinking, Shared Success. InvestTalk is made possible by KPP Financial, a registered investment advisor firm serving clients throughout the United States. Here is KPP Financial portfolio manager, Luke Gorrera.

[SPEAKER_B] Hey there, everybody, and welcome to the Thursday, April 30th, 2026 edition of Invest Talk. My name is Luke Garrow, and I'll be with you over this next hour as we dive into financial news, sum up everything that happened in the month of April, and dive into yet another important focus point. Before we get to all that, I do want to mention it is time once again for our most popular special event. That is an InvestTalk Wealth webinar. It's happening in less than 1 week on May 6th. And as always, it is free. All you have to do is head over to investtalk.com and register. We'll be talking about something that has been on everybody's mind for, well, the better part of 4 years now, and that is inflation. Just a reminder, once again, it'll be next Wednesday, May 6th, at 1 PM Pacific. Register now at investtalk.com. All right, in just a bit we'll talk about today's market performance and run down our show topics. But first, let's tackle this caller question.

[SPEAKER_C] Hi, this is Brett from New Jersey. Thank you for all that you guys do. I know you've been getting a lot of questions about bank stocks, and Bank of America is one that's been on my watch list for a while. I was thinking about picking it up. Do you guys see if you think it's going to go any lower? And if so, what do you think is a good price to pick it up at? Thanks. Appreciate it, guys. Take care.

[SPEAKER_B] BAC is Bank of America Corporation. It is, of course, the megabank that has consumer banking, global wealth management through Merrill, global banking, and a pretty large deposit base, as well as fixed-rate asset portfolio. The company is trading at roughly $53.46 per share, about a $400-ish billion market cap company. And they recently reported earnings on April 15th. They saw revenue up 7.1% year over year, beating estimates. They saw earnings per share up 25% year over year. They actually beat earnings per share by about 10%. And it was Bank of America's highest earnings per share in nearly 2 decades. That being said, it wasn't all rosy. Forward-looking guidance did have the CEO highlighting that they do remain watchful of evolving risks. They are cautious on the macro backdrop because, of course, they still have a pretty rate-sensitive portfolio. In fact, the most rate-sensitive of the Big Four banks. Now, over the past 6 months, stock's kind of been all over the place. It's been climbing since March of last year, then had a pretty steep drop-off in March of this year. What really has been driving that? Well, a lot of it has been what's been driving the overall banking s...

Will the Iran War Be the Catalyst That Finally Supercharges the Green Energy Transition?

Transcript

Built for investment professionals

Every day you wait, your competitors are finding
edge in conversations you're not hearing.

Will the Iran War Be the Catalyst That Finally Supercharges the Green Energy Transition?

Transcript

Built for investment professionals

Every day you wait, your competitors are findingedge in conversations you're not hearing.

Every day you wait, your competitors are finding
edge in conversations you're not hearing.