Truist upgraded solar stocks Sunnova Energy (NOVA) and Enphase Energy (ENPH) to "Buy" ratings from "Hold" on Tuesday, expressing optimism around strengthening global demand trends. The firm sees an opportunity to buy into the solar names at attractive levels after the recent industry sell-offs. However, Truist also downgraded fuel cell maker Bloom Energy (BE) based on political uncertainty posing risks to green energy initiatives. Yahoo Finance's Rachelle Akuffo and Akiko Fujita break down the details. For more expert insight and the latest market action, click here to watch this full episode of Yahoo Finance Live. Editor's note: This article was written by Angel Smith

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