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Red-Hot Power Stocks Are Losing Steam
The Wall Street Journal23h agoneutral
Red-Hot Power Stocks Are Losing Steam

For some time, it seemed as though owners of existing power plants—such as Vistra and Constellation Energy —were in a great spot. With demand growth outstripping new power supply, incumbent power plants could reap higher prices for their output without putting much capital at risk. Power plant owners have had a rough year on the stock market.

Vistra Q2 Earnings Call Highlights
MarketBeat3d agoneutral
Vistra Q2 Earnings Call Highlights

Vistra (NYSE:VST) reported second-quarter adjusted EBITDA of $1.767 billion, up more than 30% from about $1.35 billion a year earlier, as higher generation earnings and continued retail strength lifted results. The company reaffirmed its full-year financial outlook and said it remains on track for a

Stock to Watch: Trade Desk, Atlassian, Airbnb, Under Armour
The Wall Street Journal6d agoneutral
Stock to Watch: Trade Desk, Atlassian, Airbnb, Under Armour

↘️ Trade Desk (TTD): Shares in the advertising technology company fell 27% after it reported lower-than-expected quarterly revenue. ↗️ Atlassian (TEAM): Shares in the software company behind Jira and Confluence shot up 31% premarket following a revenue beat powered by accelerated growth in its cloud business.

Vistra (VST) Is Seen As A Beneficiary Of Rising AI Power Demand
Simply Wall St.6d agoneutral
Vistra (VST) Is Seen As A Beneficiary Of Rising AI Power Demand

Vistra (NYSE:VST) is being highlighted by industry analysts as a key potential beneficiary of SpaceX's aggressive buildout of AI infrastructure in the United States. SpaceX's planned expansion is expected to materially increase US power demand, which could raise the need for electricity infrastructure supplied by companies such as Vistra. Analysts view the direct link between a high profile hyperscale AI project like SpaceX's and suppliers including Vistra as a new driver of demand, in...

Is Vistra’s Bigger Dividend and AI Power Demand Story Altering The Investment Case For Vistra (VST)?
Simply Wall St.6d agoneutral
Is Vistra’s Bigger Dividend and AI Power Demand Story Altering The Investment Case For Vistra (VST)?

In late July 2026, Vistra’s board declared a semi-annual US$40.00 dividend per share on its 8.0% Series A preferred stock and a quarterly US$0.23 common dividend, payable in October and September respectively to shareholders of record as of early autumn record dates. These dividend actions, alongside rising interest in Vistra as a potential beneficiary of AI-driven power demand, highlight how the company is positioning itself as an income-paying player in the evolving US electricity...

⚡ Flash Heard: Texas Data Center U-Turn Hits Power Stocks
The Wall Street Journal8d agoneutral
⚡ Flash Heard: Texas Data Center U-Turn Hits Power Stocks

Abundant natural gas, lots of land and a supportive political environment were all reasons why data centers had been flocking to Texas. On Monday afternoon, Texas Governor Greg Abbott directed the state’s grid operator and utility regulator to conduct a “comprehensive verification and audit” of all data centers asking for interconnection, and said no additional data centers can be approved until that process is completed. This puts a pause on a new process—named Batch Zero—that Texas greenlighted in June to fast-track interconnection requests from data centers.

Vistra (VST) Stock Looks Reasonable Following New York Data Center Limits
Simply Wall St.14d agoneutral
Vistra (VST) Stock Looks Reasonable Following New York Data Center Limits

Vistra stock has delivered a very large 5 year gain for shareholders, yet the broader valuation checks now flag a mixed picture rather than a straightforward bargain or expensive call after the recent pullback. Over the past 5 years, Vistra has returned about 7x, which puts recent share price weakness into the context of a very strong longer term run. Recent focus on power capacity for data centers can support interest in Vistra as an energy provider. At the same time, any change in how...