Yahoo Finance • 2 hours ago

I Own Constellation for the Nuclear Fleet, Not the AI Headlines. Here's Why That Matters Now.

Artificial intelligence and its growing energy demands dominate the headlines, especially for independent power companies like Constellation Energy (NASDAQ: CEG). Deals with hyperscalers like Meta Platforms and Microsofthave put Constellat... Full story

Yahoo Finance • 4 days ago

Trump Compares AI Data Centers To Oil Boom — Nvidia CEO Agrees

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. The AI trade may be about to grow far beyond GPUs. At the All-In Summit, President Donald Trump called data centers "the oil of the next... Full story

Yahoo Finance • 4 days ago

Constellation Energy vs. Vistra: 2 Very Different Bets on the Same AI Power Boom. Here's Which One I'd Buy.

The AI market's rapid expansion has sparked a massive increase in electricity demand, especially among data centers, over the past few years. That AI power boom is generating strong tailwinds for Constellation Energy (NASDAQ: CEG) and Vist... Full story

Yahoo Finance • 4 days ago

Can CEG's Expanding Clean-Energy Portfolio Support Future Growth?

Constellation Energy Corporation CEG is benefiting from an expanding generation portfolio that combines nuclear and renewable assets with flexible generation to meet rising electricity demand. New contracts, capacity uprates and license ex... Full story

Yahoo Finance • 5 days ago

Energy Transition Today - Alternative Energy Growth Driven By Innovation And Investment

The global alternative energy market is experiencing rapid growth, driven by technological advancements, decreasing costs, and the increasing importance of energy security. As renewable energy sources such as solar and wind expand their re... Full story

Yahoo Finance • 5 days ago

If You'd Invested $10,000 in Vistra 5 Years Ago, Here's How Much You'd Have Today

On the surface, Vistra (NYSE: VST) sounds like a boring utility stock. Indeed, in some ways it is: The Texas-based company sells electricity to homes and businesses in the U.S. It might keep the lights on, but "thrilling growth stock" is p... Full story

Yahoo Finance • 6 days ago

Vistra Corp. (VST) Suffers a Larger Drop Than the General Market: Key Insights

Vistra Corp. (VST) ended the recent trading session at $140.73, demonstrating a -5.16% change from the preceding day's closing price. The stock fell short of the S&P 500, which registered a loss of 0.48% for the day. Elsewhere, the Dow saw... Full story

Yahoo Finance • 6 days ago

Elon Musk Says AI Data Centers Are Lowering Electricity Prices for Consumers. Here’s What We Found When We Ran the Numbers.

Quick Read Southern Company (SO) and Vistra (VST) both profited from AI power demand, yet VST shares are down 30% over the past year. U.S. electricity prices climbed 4% over the past year, outpacing headline inflation and directly contrad... Full story

Yahoo Finance • 10 days ago

Vistra Prices Registered Offering of $1.5 Billion of Junior Subordinated Notes

IRVING, Texas, Sept. 10, 2026 /PRNewswire/ -- Vistra Corp. (NYSE: VST) (the "Company" or "Vistra") announced today the pricing of an underwritten public offering (the "Offering") of $850 million aggregate principal amount of Series A junio... Full story

Yahoo Finance • 10 days ago

VST Stock Outperforms Industry in the Past 3 Months: Time to Buy?

Shares of Vistra Corp. VST have gained 3.2% in the past three months against the Zacks Utility- Electric Power industry's decline of 2.7% and the Zacks Utilities sector's 2.8% drop. Long-term PPAs continue to play a vital role in Vistra... Full story

Yahoo Finance • 10 days ago

Beyond Meta and Nuclear: Inside Vistra’s Real Power Play

Quick Read Vistra (VST) signed 20-year PPAs with Meta for 2,600 MW of nuclear power and AWS for 1,200 MW, anchoring its generation platform through mid-century. Q2 2026 Adjusted EBITDA surged 30% to $1.77B, with 2027 guidance still exclud... Full story

Yahoo Finance • 11 days ago

Can VST's Diversified Power Generation Fleet Drive Long-Term Growth?

Vistra Corp. VST is well positioned to benefit from rising U.S. electricity demand through its integrated retail and power generation platform. The company serves about 5 million retail customers and operates roughly 43,641 megawatts (MW)... Full story

Yahoo Finance • 11 days ago

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 • 12 days ago

Investors Heavily Search Vistra Corp. (VST): Here is What You Need to Know

Vistra Corp. (VST) has been one of the most searched-for stocks on Zacks.com lately. So, you might want to look at some of the facts that could shape the stock's performance in the near term. Over the past month, shares of this company ha... Full story

Yahoo Finance • 16 days ago

Vistra’s CEO Bought $1.17 Million of Stock After the Selloff. Is AI Power Demand Mispriced?

Vistra President and CEO James Burke bought 8,665 shares in three open-market purchases on August 24, August 31, and September 1, spending $1.17 million. The filings show 2,000 shares bought at $135, 2,200 at a weighted-average $135.99, an... Full story

Yahoo Finance • 17 days ago

Peter Thiel’s Fund Disclosed $59 Million in This Beaten-Down Power Stock

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 t... Full story

Yahoo Finance • 18 days ago

Bridgewater Cut Nvidia 18% and More Than Doubled Vistra. Is It Rotating From Chips to Power?

Bridgewater Associates made opposite moves in two of AI's most important bottlenecks during Q2, disclosed in its August 14 filing. The firm reduced its Nvidia position 18% to 3,866,195 shares while increasing Vistra 116% to 751,695 shares.... Full story

Yahoo Finance • 20 days ago

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 • 21 days ago

GE Vernova vs. Vistra: The AI Power Stock to Buy Now for 2026 and Beyond

The search for energy reliability is driving massive investment in the power grid. Both GE Vernova (NYSE:GEV) and Vistra (NYSE:VST) are riding the wave, but in different ways. GE Vernova focuses on the machinery and technology that genera... Full story

Yahoo Finance • 22 days ago

Insider trades: Alibaba, IBM, Coca-Cola among major names

[Alibaba company building in China] This week, major transactions were seen across Alibaba (BABA [https://seekingalpha.com/symbol/BABA]), IBM (IBM [https://seekingalpha.com/symbol/IBM]), and Home Depot (HD [https://seekingalpha.com/symbol... Full story