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Vistra (VST) Could Get A Lift From PJM's Next Capacity Auction
Simply Wall St.28d agoneutral
Vistra (VST) Could Get A Lift From PJM's Next Capacity Auction

PJM Interconnection plans an upcoming capacity auction as the region faces unprecedented electricity demand growth driven by data centers. The auction is intended to secure future grid reliability as PJM works to line up enough supply for rising long term power needs. Independent power producer Vistra (NYSE:VST) could see meaningful implications from higher expected prices and increased demand in this market. Vistra operates as an independent power producer, selling electricity into...

Bloomberg28d agoneutral
Major US Power Sale to Show Depth of Eastern Grid’s Tight Supply

(Bloomberg) -- The biggest US grid operator is about to learn how tight power supplies may get in coming years as the data-center boom sparks unprecedented electricity demand growth.Most Read from BloombergUS Hits Iran With Strikes, Blockade as Trump Plans Hormuz ChargeLindsey Graham, Senate Hawk Turned Trump Ally, Dies at 71Trump Embraces Australian Retirement System Backed by Larry FinkUS CPI Falls for the First Time Since 2020, Core Gauge FlatA Cocaine Bust in Spain Leads All the Way to Wall

Investing.com30d agoneutral
What’s the AI hit to U.S. inflation?

Investing.com -- Artificial intelligence is adding to U.S. inflation rather than reducing it, with the current investment boom estimated to contribute roughly 0.4 percentage points to annual inflation in 2026, according to CIBC Capital Markets.

Vistra (VST) Becomes A Preferred Power Provider For AI
Insider Monkey32d agoneutral
Vistra (VST) Becomes A Preferred Power Provider For AI

Vistra Corp. (NYSE:VST) is one of the 10 Best AI Stocks to Watch in July. Shahriar Pourreza of Wells Fargo reaffirmed a Buy rating on Vistra Corp. (NYSE:VST) on July 2. However, the analyst raised the firm’s price target on the stock from $152 to $259. The revised price target reflects an additional 66% upside […]

Is Vistra (VST) Undervalued Following PJM's Record Fourth Of July Power Demand?
Simply Wall St.34d agoneutral
Is Vistra (VST) Undervalued Following PJM's Record Fourth Of July Power Demand?

Vistra (VST) is back in focus after a once in a decade heat dome pushed PJM Interconnection’s electricity demand to a new record over the Fourth of July weekend, highlighting the stock’s exposure to tight power markets. See our latest analysis for Vistra. Vistra’s share price has eased over the past week despite a 1 month share price return of 4.7%. The year to date share price return is down 5.8% and the 1 year total shareholder return is down 17.7%. This is set against a very large 5 year...

XLU vs. VPU: Which Utilities ETF Best Powers the AI Data-Center Boom?
24/7 Wall St.34d agoneutral
XLU vs. VPU: Which Utilities ETF Best Powers the AI Data-Center Boom?

The AI data-center power crunch has turned utilities from bond proxies into growth stocks, and two funds sit at the center of that trade: the Utilities Select Sector SPDR Fund (NYSEARCA:XLU) and the Vanguard Utilities Index Fund ETF (NYSEARCA:VPU). They look nearly identical on a screener, but they make different bets on who actually captures ... XLU vs. VPU: Which Utilities ETF Best Powers the AI Data-Center Boom?

Record Heat Dome Drove the Grid to All-Time Peak Demand Friday: Here’s 4 Stocks To Buy As Things Heat Up
24/7 Wall St.36d agobullish
Record Heat Dome Drove the Grid to All-Time Peak Demand Friday: Here’s 4 Stocks To Buy As Things Heat Up

A once-in-a-decade heat dome baked the eastern United States this Fourth of July weekend. PJM Interconnection, which serves 67 million people across 13 states, believes that Friday’s demand passed a previous record set all the way back in August 2006. Dan Leonard, Director of Forecasting for the USA at MetDesk, joined CNBC on July 1st ... Record Heat Dome Drove the Grid to All-Time Peak Demand Friday: Here’s 4 Stocks To Buy As Things Heat Up

Here is What Analysts Think About Vistra Corp. (VST)
Insider Monkey40d agoneutral
Here is What Analysts Think About Vistra Corp. (VST)

Vistra Corp. (NYSE:VST) is among the Best AI Power Grid Stocks. On June 24, Morgan Stanley lowered its price target on Vistra Corp. (NYSE:VST) to $210 from $212. The firm maintained an “Overweight” rating on the shares. Analyst David Arcaro said the firm updated its North American regulated and diversified utilities coverage for May. The utilities […]