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Stock impact report

You Need To Watch Microsoft and Amazon Before Investing in PBW ETF [Yahoo! Finance]

Navitas Semiconductor Corporation (NVTS) 
Company Research Source: Yahoo! Finance
PBW's lithium holdings like Albemarle became portfolio anchors after prices fell from $80,000 to below $12,000 per ton. PBW's top holding Navitas Semiconductor lost over half its revenue despite AI infrastructure positioning. Read: The Little-Known Savings Offer Paying Up To $1,500 in Cash Bonuses This Year Investors in Invesco WilderHill Clean Energy ETF NYSEARCA:PBW ) have watched shares climb 74% over the past year, rising from around $20 to $35. This recovery reflects renewed optimism about renewable energy economics, though the fund still trades well below its 2021 peak after a brutal 70% drawdown driven by rising rates and profitability concerns. Clean energy's investment case traditionally hinged on policy support and cost competitiveness with fossil fuels. That changed in 2025 when artificial intelligence infrastructure created urgent new demand for reliable, on-site power generation. The shift became visible when companies like Bloom Energy NYSE:BE ) secured data cen Show less Read more
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