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Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.

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Is Vistra (VST) Undervalued Following PJM's Record Fourth Of July Power Demand?
Simply Wall St.42d 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.42d 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.44d 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 Monkey48d 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 […]

Nuclear Power Is the Only Real Answer to AI Data Center Demand and These 3 ETFs Cover the Trade at Three Risk Levels
24/7 Wall St.50d agoneutral
Nuclear Power Is the Only Real Answer to AI Data Center Demand and These 3 ETFs Cover the Trade at Three Risk Levels

Power demand is the bottleneck of the AI buildout, and nuclear is the only zero-carbon source that can run a hyperscaler 24 hours a day without weather risk. Hyperscalers have already signed 20-year power purchase agreements with Constellation, Talen, and Vistra, while small modular reactor designs from NuScale and X-energy work through Nuclear Regulatory Commission ... Nuclear Power Is the Only Real Answer to AI Data Center Demand and These 3 ETFs Cover the Trade at Three Risk Levels

Vistra (VST) Buys Cogentrix For $4 Billion And Locks In Meta And AWS Deals
Simply Wall St.51d agobullish
Vistra (VST) Buys Cogentrix For $4 Billion And Locks In Meta And AWS Deals

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...

Morgan Stanley Cuts Price Target on Vistra (VST). Here is Why
Insider Monkey52d agobearish
Morgan Stanley Cuts Price Target on Vistra (VST). Here is Why

Vistra Corp. (NYSE:VST) is included among the 12 Best Utility Stocks to Buy Now According to Hedge Funds. 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. On […]

Here is Why Vistra (VST) is Among the Best Electrical Infrastructure Stocks to Buy in 2026
Insider Monkey57d agobullish
Here is Why Vistra (VST) is Among the Best Electrical Infrastructure Stocks to Buy in 2026

Vistra Corp. (NYSE:VST) is included among the 13 Best Electrical Infrastructure Stocks to Buy in 2026. 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. On June 17, […]

Seaport Research Raises its Price Target on Vistra Corp. (VST)
Insider Monkey58d agoneutral
Seaport Research Raises its Price Target on Vistra Corp. (VST)

Vistra Corp. (NYSE:VST) is one of the 12 High Quality Stocks to Buy for the Long Term. On June 15, 2026, Seaport Research raised the firm’s price target on Vistra Corp. (NYSE:VST) to $230 from $227 and maintained a Buy rating on the shares. A day later, Bernstein analyst Sunaina Ocalan initiated coverage of Vistra […]

Is Vistra (VST) One of the Stocks with Potential to Explode in 2026?
Insider Monkey59d agoneutral
Is Vistra (VST) One of the Stocks with Potential to Explode in 2026?

Vistra Corp. (NYSE:VST) is one of the Stocks with Potential to Explode in 2026. On June 12, analyst David Arcaro of Morgan Stanley maintained a “Buy” rating on the company’s stock, retaining the price objective of $212.00. The analyst’s rating is backed by factors related to Vistra Corp. (NYSE:VST)’s role in the newly formed Helix Digital Infrastructure platform. As […]

Vistra (VST) Stock Could Be 27.3% Undervalued After Helix AI Power Deal
Simply Wall St.59d agoneutral
Vistra (VST) Stock Could Be 27.3% Undervalued After Helix AI Power Deal

Vistra (VST) has drawn fresh attention after being chosen as the main power provider for Helix Digital Infrastructure, a $10 billion KKR backed AI data center venture. This positions the company more squarely in the AI economy. See our latest analysis for Vistra. That Helix partnership, together with recent analyst coverage and media attention, has coincided with strong short term momentum, with a 7 day share price return of 10.63% and a 90 day share price return of 12.14%. This is despite...

Jim Cramer on Vistra: “It’s Just Fallen Enough”
Insider Monkey60d agobearish
Jim Cramer on Vistra: “It’s Just Fallen Enough”

Vistra Corp. (NYSE:VST) was among the stocks on Jim Cramer’s radar on Mad Money, as he advised investors to care about where a stock is going, not where it has been. When a caller expressed uncertainty about sticking with the stock, Cramer remarked: Yeah, I would, I mean, look, I don’t know, look, it overshot, […]