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One company posted a dramatic revenue surge while the other faced sharp swings, as recent filings reveal. But there's more to this story.

The defensive utility trade is breaking. With the 10-year Treasury yield at 4.45% and near the 91.1 percentile of its trailing 12-month range, the “bond proxy” argument that long anchored retirement portfolios in regulated power names has lost its math. Risk-free yield now competes directly with utility dividends, capital programs have ballooned to fund AI-driven ... From Bond Proxy to Battleground: Why Utilities Are the Worst Hiding Spot in 2026

Vistra Corp. (NYSE:VST) is included among the 15 Best Nuclear Power Stocks to Buy According to Wall Street Analysts. Vistra Corp. (NYSE:VST) is one of the largest competitive power generators in the United States. The company operates a power generation fleet of natural gas, nuclear, coal, solar, and battery energy storage facilities in the country. […]

The Utilities Select Sector SPDR Fund (NYSEARCA:XLU) has quietly become one of the more interesting trades in the market because it sits at the intersection of two crosscurrents. Hyperscaler power demand has turned a defensive sector into a growth story, but at the same time the 10-year Treasury yield sits in the 98th percentile of ... XLU Investors: Watch PJM’s March 2027 Data Center Framework Decision

XPLR Infrastructure delivers stable revenue through contracted clean energy and natural gas assets across North America.

NextDecade develops LNG export terminals and carbon capture projects, with its flagship facility on the U.S. Gulf Coast.

We just covered the Claude Stock Portfolio: Top 10 Stocks to Buy According to AI Chatbot. Vistra Corp (NYSE:VST) ranks #4 (see Claude Stock Portfolio: Top 5 Stocks to Buy According to AI Chatbot). Number of Hedge Funds: 102 Vistra Corp (NYSE:VST) is among the biggest holdings in Claude’s May 2026 portfolio. Its thesis is […]

VST and TLN's clean-power fleets are vying to serve AI data centers' 24/7 load and expanding their clean energy generation portfolio.

Over the past year, many Vistra Corp. ( NYSE:VST ) insiders sold a significant stake in the company which may have...

Recently, Zacks.com users have been paying close attention to Vistra (VST). This makes it worthwhile to examine what the stock has in store.

GE Vernova, Vistra, and Nextpower have plenty of room to grow.

Wall Street closed higher on Friday, driven by defensive stocks and falling bond yields.

While Vistra stock has underperformed the broader market over the past year, analysts remain highly bullish about its prospects.

Vistra Corp. (NYSE:VST) is one of the 15 High Growth Stocks to Buy and Hold for the Next Decade. On May 21, 2026, Morgan Stanley raised the firm’s price target on Vistra Corp. (NYSE:VST) to $212 from $208 and maintained an Overweight rating on the shares. Morgan Stanley said it updated price targets for North […]

Vistra stock lags after a Moss Landing battery incident, but rising clean power demand, hedges and buybacks could shape the next move.

Vistra (NYSE:VST) has secured new multi decade power agreements with large technology companies, including Meta Platforms and Amazon Web Services. These contracts position Vistra as a key energy supplier for the current surge in AI focused data center construction. The deals are tied to nuclear and other dispatchable generation assets that can provide consistent power to hyperscale data centers. For readers following the buildout of AI infrastructure, Vistra sits at the intersection of...

Constellation Energy's shares slip on delay in power plant restart and no new data-center deals, even as the Calpine acquisition adds capacity.

The data center buildout doesn’t seem like it’s about to slow down. As more firms look to step up and supply AI compute, some of which (unlike the cash-rich hyperscalers) are risking their shirts by going into debt, it feels like timing the peak in the AI boom or the beginning of an AI bubble ... The AI Data Center Buildout Is Accelerating, and Nuclear Could Be the Most Underowned Piece of the Puzzle

Vistra Corp. (NYSE:VST) is one of the 10 AI Stocks That Are About to Explode. Vistra Corp. (NYSE:VST) ranks among AI stocks that are about to explode. Carillon Tower Advisers, an investment management company, stated the following regarding Vistra Corp. (NYSE:VST) in its fourth quarter 2025 investor letter for the Carillon Eagle Mid Cap Growth […]

Two of the most-watched political traders in America, on opposite ends of the spectrum, just bought the same stock. Nancy Pelosi disclosed a Vistra (NYSE:VST) stock purchase tied to a January 16 options exercise executed by her husband, Paul Pelosi. Furthermore, recently released financial disclosures indicate that President Donald Trump bought Vistra shares on February ... Donald Trump and Nancy Pelosi Both Recently Bought the Same Underfollowed Stock. It Could Be a Massive AI Winner.

In the first quarter of 2026, Vistra Corp. reported sales of US$5,640 million and net income of US$1,029 million, and by March 31 it had repurchased 2,373,546 shares, completing a total buyback of 168,279,522 shares for US$6.13 billion under its October 12, 2021 program. Together with fresh compensation-related stock grants to multiple directors, these results highlight Vistra’s focus on aligning leadership incentives with shareholder interests while reshaping its capital structure. We’ll...

The leadership change places former Vistra executive Daniel Kelly in charge of Talen’s legal and regulatory functions as the company continues positioning itself around power infrastructure and AI-driven energy demand growth. Key Investor TakeawaysTalen Energy (NASDAQ:TLN) appointed Daniel Kelly as General Counsel and Corporate Secretary following the retirement of longtime legal executive John Wander.

Everyone’s talking about Vistra (NYSE:VST) right now because retail investors have decided the merchant power producer is the cleanest way to bet on AI data center electricity demand. But here’s what you should actually be watching. Vistra is a single-commodity bet. Its earnings power tracks wholesale power prices, and the bull case leans heavily on ... Forget Vistra. One Quarter of Orders at GE Vernova Exceeded All of Last Year. That Is the AI Power Trade Worth Owning

Par Pacific’s regional refining model gives investors a more nuanced question after its big run: whether Hawaii-led strength deserves confidence beyond the current margin cycle.

NextEra Energy (NEE) and Dominion Energy's (D) merger shows that the "AI-driven power demand supercy

Shareholders in Vistra Corp. ( NYSE:VST ) may be thrilled to learn that the analysts have just delivered a major...

Vistra Corp. (NYSE:VST) is among the stocks with the best earnings growth for the next 10 years. On May 11, Raymond James trimmed the price target on Vistra Corp. (NYSE:VST) to $202 from $208. According to the firm, the company has a notable retail business and manages a large thermal fleet, while accelerating its nuclear […]

Vistra Corp. (NYSE:VST) is one of the 10 Best Depressed Stocks to Buy in 2026. On May 12, 2026, JPMorgan raised the firm’s price target on Vistra Corp. (NYSE:VST) to $93 from $89 previously while maintaining an Overweight rating on the shares. On May 7, 2026, Vistra Corp. (NYSE:VST) reported Q1 revenue of $5.64B, versus […]

Vistra (VST) has drawn investor attention after reporting first quarter 2026 earnings that moved from a loss to a US$1,029 million profit on US$5,640 million in sales, alongside record adjusted EBITDA and higher credit quality. See our latest analysis for Vistra. Despite the strong first quarter results, the stock has cooled recently, with the share price down about 13% over the past month and the 1-year total shareholder return slightly negative. Multi year total shareholder returns remain...

Two great long-term AI energy stocks--Vistra and Constellation--to buy now in May, down 30% or more and hold forever.