Watch Morgan Stanley and these reporting banks, plus winning solar plays, in tomorrow’s trading

Your first look at tomorrow and last look at today.

VIEW IN BROWSER | NEWSLETTERS MON, JUL 17, 2023 Tomorrow's Top CNBC Stories Tonight Renewable energy perks up Renewable energy and storage stocks jumped today, thanks to a lengthy coverage note from Morgan Stanley. Sunrun had its best day since November after analysts reiterated their overweight rating and hiked its price target. Sunnova also got a big price target jump. Other double-digit gainers included SunPower and Altus, while S&P 500 constituents SolarEdge, Enphase and First Solar were firmly in positive territory as well. First Solar is only 10% or so from its recent high. The alternative energy space is mixed year to date, though most of these names and their peers are up solidly this month. Outside of solar, Bloom Energy and Plug Power are up about 13% and 23% so far in July. Coinbase surges, and fintech names also jump Coinbase has led a recent rally in fintech stocks, with the crypto player gaining 30% in a week, thanks in part to optimism following last week's court victory for Ripple. It finished the session less than 10% away from its highest level in a year. Block and Robinhood are up 13% and 11% in the past week, but the gains aren't limited to those with crypto exposure. Toast, PayPal, SoFi, and Affirm are among the other fintech names firmly in positive territory in that time. Progressive rises on positive analyst reports Progressive bounced back a bit today after last week's post-earnings weakness. JPMorgan upgraded the stock to overweight, citing growth potential, while Raymond James reiterated its outperform rating. The stock is still down for the year and most analysts tracked by FactSet have a hold rating on the stock, but it is trading at a discount to the average analyst price target. Utilities start the week on a down beat Utilities slumped today, led by Dominion Energy, WEC Energy and DTE Energy, all off by 2% or more. These are also some of the sector's worst performers over the past month. The group remains the S&P 500's worst performer behind energy in 2023, with a majority of constituents firmly in negative territory for the year. NRG Energy and Constellation are among the handful of outliers, both up more than 10% in 2023. Ethan Kraft | CNBC Stocks & Markets Editor @ethan_kraft Three big financial CEOs shed more light on the industry and the economy Tuesday morning after their quarterly reports Morgan Stanley's James Gorman will be on in the 10 a.m. ET hour. The stock is up 1.5% this year, and shares are 14.5% from the 52-week high hit back February. Charles Schwab's Walt Bettinger is on in the 11 a.m. hour. The stock is down 30% in 2023, but shares are up 11% in three months. Brian Moynihan of Bank of America is on in the 2 p.m. hour. The stock is down 11% in 2023, and it's 24% off from the 52-week high hit in November 2022. The S&P Financials are up 1% in 2023. The SPDR S&P Bank ETF (KBE) is down 15% in 2023, but it's up 6.5% in July. Lockheed Martin reports in the 7 a.m. hour CNBC's Morgan Brennan will cover the numbers. The stock is down 3.4% in 2023, but up 18% in the last year. It is currently 7.5% from the 52-week high hit in April. Lockheed Martin is about in the middle of the pack when it comes to defense names so far this year. Israel's Elbit is up 29% in 2023, and shares are 13.6% from the 52-week high hit in August 2022. Howmet Aerospace is up 27% in 2023. BWX Technologies is up 21% so far this year. Boeing is up 11% so far this year. The stock is 5% from the 52-week high. On the lower end of the curve: Northrop Grumman is down 16% this year. Leidos is down 14% year to date, and General Dynamics is down 13%. The iShares US Aerospace & Defense ETF (ITA) is up 4.4% in 2023, just 1.9% from a 52-week high.  A new report shows a third of all energy will come from wind and solar within seven years CNBC.com published the report in a really nice article by Hakyung Kim this evening. Read it here. Here's how several stocks that could be involved in the clean energy run are performing. Array Technologies is down 11.6% in July and 20% from the 52-week high hit two months ago. Clearway Energy is 35% from the August 2022 high. Enphase Energy is 44% from the December 2022 high. Maxeon Solar is 30% from the May 52-week high. Sunnova Energy is 27% from the 52-week high hit in August. ReNew Energy is 26% from the 52-week high hit in August. Sunrun is 44% from the 52-week high hit last September. SolarEdge is 25% from the 52-week high hit one year ago. Wheat Despite the hype over the recent run due to the end of the key Black Sea Grain deal, wheat is down 12% since June 22. There are ways to get involved in the agriculture stocks and ag tech names, as well as several companies in the materials sector that make fertilizer and things that help crops grow. Archer Daniels Midland is 19% from a 52-week high but up 5% in July. Mosaic is 43% from a 52-week high and up 2% in July. Bunge is 5% from a 52-week high hit back in March. Shares are up nearly 8% in July. CF Industries is 38% from a 52-week high. The stock is up 6.5% in July. Corteva is 20% from a 52-week high. It's down 4.7% in July. Jason Gewirtz | CNBC Vice President of News @jasongewirtz Top Trending PRO News Here are Monday's biggest analyst calls: Apple, Pepsi, Yelp, Chewy, Netflix, Nvidia, Tesla, Meta and more MON, JULY 17 2023   UBS just updated its 'highest conviction' stock list with picks to beat the market MON, JULY 17 2023   'Red-hot upside': This global high-growth tech fund's stock could rise by 180%, says Berenberg MON, JULY 17 2023   Here's the income-investing playbook for the second half of 2023 MON, JULY 17 2023   This under-the-radar marketing stock can rally more than 60%, Goldman Sachs says MON, JULY 17 2023   Goldman Sachs says this underperforming e-commerce stock can rally more than 30% going forward MON, JULY 17 2023 Biggest Stock Picks on CNBC TV Here's a top trade idea from investors and analysts on CNBC today. SEE THE PICKS Unsubscribe Digital Products Manage Newsletters Feedback Terms of Service Privacy Policy Join the CNBC Panel © 2023 CNBC LLC. All rights reserved. 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