What AI bubble is VST in?

Vistra Corp. (VST) is mapped to the Datacenter Power bubble on QuantAbundancia. Independent power, nuclear + gas.

What sector is VST in?

Vistra Corp. is classified under GICS Utilities (Independent Power and Renewable Electricity Producers).

VST last closed at $144.92 on 2026-08-11.

NYSENext earnings·Nov 5AnalystsStrong Buy·19+53%

Vistra Corp.

Utilities · Independent Power and Renewable Electricity Producers

$144.92last close

-27.6%~252d

-27.57% over 1Y

1 curated level

as of 2026-08-10

Major nuclear + natural gas power provider. 20-year Meta PPA for 2.6 GW of nuclear in Ohio is the largest disclosed AI-power deal of 2026.

•20-year PPA with Meta: 2.6 GW of nuclear power for an AI data center in Ohio (signed 2026)
•Largest disclosed single AI-power contract of the year (size > CEG's 1.1 GW Meta deal)
•Comanche Peak nuclear + Texas gas-peaker fleet positions VST as top dual-fuel AI utility
•Already in the Claude-managed fund (~10% weight, migration 019)

customersMETA

What AI bubble is VST in?: Vistra Corp. (VST) is mapped to the Datacenter Power bubble on QuantAbundancia. Independent power, nuclear + gas.
What sector is VST in?: Vistra Corp. is classified under GICS Utilities (Independent Power and Renewable Electricity Producers).
What is VST's last close price?: VST last closed at $144.92 on 2026-08-11.