A combination of reasonable earnings in the third quarter and slowing inflation is proving to be a positive environment for stocks as investors project what the Federal Reserve will do with interest rates. I'm generally bullish on the renewable energy space, but investors need to make sure that companies are able to be profitable in a higher interest rate environment. Shares of energy stocks were up across the board on Tuesday, but some of the big movers were ChargePoint Holdings (NYSE: CHPT), jumping as much as 9%; Bloom Energy (NYSE: BE), popping 9.7%; and QuantumScape (NYSE: QS), rising 14.5%.