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A chipmaker and two power producers are raising forecasts and signing hyperscaler contracts while their stocks sit well off their peaks. That gap between fundamentals and price action may not last past September.

These two independent power producers are both benefiting from the AI boom.

The average brokerage recommendation (ABR) for Vistra (VST) is equivalent to a Buy. The overly optimistic recommendations of Wall Street analysts make the effectiveness of this highly sought-after metric questionable. So, is it worth buying the stock?

Vistra's hedging, long-term PPAs, diversified generation fleet and improving earnings outlook support growth, though high debt may warrant a better entry point.

Vistra (VST) has fallen about 19% over the past twelve months and trades roughly 30% below its 52-week high, with softer ERCOT power prices and an expected pause in some Texas data-center reviews among the worries. Underneath that tape, the company keeps handing its owners a bigger slice of itself. That is no longer the reason to buy the stock.

Burke's purchase brings his total position to 1.2 million shares.

Constellation Energy has the bigger nuclear platform, but Vistra's valuation and growth catalysts keep the race close.

Billionaire technology investor Peter Thiel’s hedge fund, Thiel Macro LLC, disclosed 372,755 shares of Vistra Corp. (NYSE:VST) at the end of Q2 2026, worth about $59.1 million. The position is interesting because Vistra sits directly in the argument over whether electricity, rather than GPUs, becomes the scarce asset in the next leg of the AI […]

Burke's $270,000 indirect purchase boosts his total beneficial interest to $167.63 million, signaling confidence at current valuations.

The power producer's adjusted EBITDA is up more than 30% and its nuclear fleet is signing 20-year deals with tech giants. The stock is priced like none of that happened.

GE Vernova boasts a fortress balance sheet and surging margins, while Vistra trades at half the valuation multiple, but carries higher debt.

David Tepper’s Appaloosa Management filed its Q2 2026 13F on August 14, 2026, and the disclosure told a specific story: the hedge fund manager whose portfolio returned 32% in the first half of 2026 on memory-chip makers spent the second quarter pulling chips off that table and reallocating the winnings deeper into the AI stack. ... Billionaire David Tepper Trimmed Micron and Sold out of SanDisk. Here’s the New AI Stocks He’s Buying

AI data centers are rewriting America's power grid math, and three nuclear operators have quietly positioned themselves to collect the bill. One even has NVIDIA on its cap table.

BUENOS AIRES, Aug 15 (Reuters) - Palantir chair and co-founder Peter Thiel has bought a 1% stake in Argentina's Vista, one of the largest oil companies operating in the country's Vaca Muerta shale

Vistra Corp (VST) delivers a 30% year-over-year adjusted EBITDA increase, reaffirms 2026 guidance, and unveils a transformative data center venture with KKR and NVIDIA.

The S&P 500 Index ($SPX ) (SPY ) today is up +0.37%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.14%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.89%. September E-mini S&P futures (ESU26 ) are up +0.44%, and September E-mini Nasdaq futures...

MDU's Q2 earnings rise 28.6% and beat estimates as revenues increase and key infrastructure projects advance.

ATO's fiscal Q3 earnings rise 23.3% and beat estimates, while revenues gain 4.8% despite missing expectations.

MDU Resources (MDU) delivered earnings and revenue surprises of +12.50% and -5.73%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

PSEG (PEG) delivered earnings and revenue surprises of +7.50% and -5.38%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Earnings continue to be the market's engine, and a series of results this week from Palantir, SpaceX, and AMD are set to rev up stocks again.

One commands a nuclear fortress with tech giants locked in, the other juggles retail millions with leverage that's hard to ignore.

Lone Pine Capital's latest 13F reveals five positions that trace one unified macro thesis from jet engine alloys to AI advertising, and three of them are trading well below what their raised guidance actually implies.

Let's focus on five utility stocks, AEE, EIX, SWX, SO and VST, that are expected to post an earnings beat this reporting cycle.

Vistra epitomizes a utilities artificial intelligence winner, but this bullish story may have more chapters ahead.

The consensus price target hints at a 34.1% upside potential for Vistra (VST). While empirical research shows that this sought-after metric is hardly effective, an upward trend in earnings estimate revisions could mean that the stock will witness an upside in the near term.

AI data centers are rewriting the utility sector's playbook, and four ETFs are jockeying for position as the power grid strains to keep up. Picking the wrong one could mean trading income stability for concentrated bets on a theme that may already be priced in.

In the most recent trading session, Vistra Corp. (VST) closed at $157.98, indicating a +2.04% shift from the previous trading day.

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

Vistra (NYSE:VST) agreed to acquire Cogentrix for about US$4b, expanding its power generation footprint. The company signed two 20-year power purchase agreements with Meta and Amazon Web Services for long-term energy supply. These moves highlight Vistra's growing role as an energy partner to large technology and cloud computing clients. Vistra operates as an integrated power company, combining electricity generation with retail supply. The Cogentrix acquisition adds to Vistra's generation...