Investing.com -- JPMorgan said a recent selloff in clean energy and power infrastructure stocks has created attractive entry points ahead of second-quarter earnings, arguing that demand trends tied to data centers, industrial electrification and U.S. manufacturing remain intact despite recent market volatility. JPMorgan named GE Vernova, Innio, SOLV Energy and Nextpower as its top picks into earnings. It added that utility-scale solar and storage remain its preferred renewable energy segments, while the recovery in the U.S. residential solar market is likely to be gradual rather than sharp. It also expects consolidation across the renewable energy sector as larger, well-capitalized developers and engineering firms gain market share on increasingly complex projects. Related articlesJPMorgan sees clean energy pullback as buying opportunity ahead of earningsWolfe Research outlines eight risks that could spark stock declines in 2026Morgan Stanley CIO survey: Why AI hype isn't boosting 2026 IT budgets