Yahoo Finance • 2 days ago

JPMorgan’s AI basket represents 49% of the S&P 500

[Close-up text of AI - artificial intelligence, machine learning concepts, and agentic AI technology.] MF3d/iStock via Getty Images A single investment theme is once again closing in on half the U.S. stock market. A JPMorgan basket of 41... Full story

Yahoo Finance • 3 days ago

US Stock Market Today: S&P 500 Futures Hold Flat As Trade Deficit Worries Return

The Morning Bull - US Market Morning Update Thursday, Oct, 8 2026 US Market stock futures are essentially flat, with E-mini S&P 500 contracts edging up only fractionally as investors weigh strong demand for imported goods against early si... Full story

Yahoo Finance • 4 days ago

AM Markets Need to Know: SpaceX seeks $40B for Nvidia chips, Skydance leans on technology, and more

[Global Market Trends] MicroStockHub Stock index futures were mixed on Wednesday as traders looked forward to the release of the Federal Reserve's latest meeting minutes later in the day. Here are the five news items investors should wat... Full story

Yahoo Finance • 4 days ago

Constellation Energy's sweeping nuclear deal sparks rally in power sector stocks

[Three Mile Island Nuclear Towers] lissart/E+ via Getty Images Constellation Energy (CEG [https://seekingalpha.com/symbol/CEG]) surged 12.2% on Tuesday, making it one of the top two gainers on the S&P 500, after unveiling a 20-year power... Full story

Yahoo Finance • 4 days ago

3 S&P 500 Utility Giants Soar Above Key Resistance. This Is Why.

A federal loan and a Google deal tied to nuclear plants fueled rally for Vistra, Constellation, NRG. Continue Reading... Full story

Yahoo Finance • 5 days ago

Google Nuke Deal Jolts Constellation Energy To Top Of S&P 500

The Google deal will be like adding a nuclear reactor to the grid, but faster. Continue Reading... Full story

Yahoo Finance • 12 days ago

2 Cash-Heavy Stocks Worth Your Attention and 1 We Turn Down

2 Cash-Heavy Stocks Worth Your Attention and 1 We Turn Down A cash-heavy balance sheet is often a sign of strength, but not always. Some companies avoid debt because they have weak business models, limited expansion opportunities, or inco... Full story

Yahoo Finance • 14 days ago

Is NRG Energy (NRG) A Bargain Following Its Pullback And EPS Growth Expectations?

NRG Energy stock reaction and valuation context NRG Energy (NRG) drew attention after a 2.61% daily gain that exceeded the S&P 500, as investors weighed expectations for 26.55% EPS growth in the upcoming earnings report. That move came w... Full story

Yahoo Finance • 20 days ago

Talen Raises 2026 Guidance as Cornerstone Boosts Cash Flow

Talen Energy Corporation TLN raised its 2026 financial outlook after closing the Cornerstone acquisition, even as second-quarter adjusted earnings of 16 cents per share and revenues of $747 million missed the Zacks Consensus Estimate of $3... Full story

Yahoo Finance • 23 days ago

NRG Energy (NRG) Stock Sinks As Market Gains: Here's Why

NRG Energy (NRG) closed at $106.23 in the latest trading session, marking a -1.07% move from the prior day. The stock's change was less than the S&P 500's daily gain of 1.14%. Elsewhere, the Dow gained 0.61%, while the tech-heavy Nasdaq ad... Full story

Yahoo Finance • 25 days ago

Clearway Energy (CWEN) Dips More Than Broader Market: What You Should Know

Clearway Energy (CWEN) closed at $29.93 in the latest trading session, marking a -1.19% move from the prior day. This change lagged the S&P 500's 0.45% loss on the day. On the other hand, the Dow registered a loss of 0.63%, and the technol... Full story

Yahoo Finance • last month

Why Clearway Energy (CWEN) Dipped More Than Broader Market Today

Clearway Energy (CWEN) ended the recent trading session at $32.07, demonstrating a -3.14% change from the preceding day's closing price. This move lagged the S&P 500's daily loss of 0.48%. Elsewhere, the Dow saw a downswing of 0.77%, while... Full story

Yahoo Finance • last month

Vistra Has Edged Lower Throughout 2026: One Bank Says It’s On The Verge of Doubling

Quick Read Vistra (VST) trades at $152, nearly 43% below the Wall Street consensus target of $217, with Scotiabank's Street-high $298 target implying a near-doubling. Peers Talen (TLN) and NRG both show strong implied upside of ~41% and ~... Full story

Yahoo Finance • last month

These 2 AI Power Stocks Jumped While the S&P 500 Fell

NRG Energy gained 6.4% and Constellation Energy rose 4.9% on September 4 while the S&P 500 fell 0.4%. The gains were consistent with the broader AI-power trade where data-center projects increasingly depend on generators that can add relia... Full story

Yahoo Finance • last month

From Talen Energy to Southern: 10 utilities stocks with the biggest CapEx growth

[Power lines and sunset landscape] Gargolas/iStock via Getty Images With the second-quarter earnings season now largely behind us, investors are turning their attention to how utilities companies are allocating capital and positioning the... Full story

Yahoo Finance • last month

Vistra Won’t Stop Declining in 2026: Why Does This Prominent Wall Street Firm Expect 120% Returns?

Quick Read Guggenheim's Shahriar Pourreza targets $300 for VST, implying ~119% upside, anchored by nuclear PPAs with AWS and Meta covering over 3,800 MW. CEG, NRG, and TLN each dropped over 20% YTD alongside VST, pointing to sector-wide s... Full story

Yahoo Finance • 2 months ago

Billionaire David Tepper Trimmed Micron and Sold out of SanDisk. Here’s the New AI Stocks He’s Buying

Quick Read Tepper exited SanDisk after a 591% run and trimmed Micron, rotating profits into power utilities Vistra and NRG, both trading below 16x forward earnings. Tepper pushed Amazon to 5 million shares and opened a new CoreWeave stake... Full story

Yahoo Finance • 2 months ago

Better Value ETF: Vanguard's Small Cap-Focused VBR vs. the iShares IJJ Targeting Mid-Cap Stocks

While the iShares S&P Mid-Cap 400 Value ETF (NYSEMKT:IJJ) targets the middle of the market, the Vanguard Morningstar Small-Cap Value ETF (NYSEMKT:VBR) provides more affordable access to smaller-sized value companies with a much larger port... Full story

Yahoo Finance • 2 months ago

NRG Energy Q2 Earnings Call Highlights

Key Points Interested in NRG Energy, Inc.? Here are five stocks we like better. NRG reported strong Q2 results, with adjusted EBITDA up 34% year over year to $1.2 billion and free cash flow before growth reaching $1.025 billion. Growth wa... Full story

Yahoo Finance • 2 months ago

US Stock Market Today: S&P 500 Futures Edge Higher As Rate Hike Risks Linger

Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. The Morning Bull - US Market Morning Update Wednesday, Aug, 5 2026 US stock futures are slightly... Full story