UBS envisions benefits for big banks like JPMorgan & Chase, Bank of America, Wells Fargo, and solar manufacturers like First Solar under potential second Trump or Biden administrations.
Support for electrification under Biden may boost stocks like Tesla, while increased oil investment and natural gas exports could benefit producers like Exxon Mobil under Trump's re-election.
Opportunities for clean energy, banking, and waste management stocks could vary significantly depending on the winner of the U.S. presidential election.
Analysts predict that clean energy companies like NextEra Energy could suffer if Trump opposes the green revolution due to possible risks to investments.
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