|
Feb 19
|
|
$170.57
$170.57
+0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - VST
Vistra Ties Texas Data Center Deals To Long T...
|
|
Feb 18
|
|
$170.57
$170.57
+0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - VST
Vistra Corp. (VST) Stock Drops Despite Market...
|
|
Feb 18
|
|
$170.57
$170.57
+0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - VST
Investors Heavily Search Vistra Corp. (VST): ...
|
|
Feb 18
|
|
$170.57
$170.57
+0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - VST
Do Wall Street Analysts Like Vistra Stock?
|
|
Feb 17
|
|
$173.68
$170.57
-1.8%
|
N/A
|
Finnhub News
|
— |
Finnhub - VST
Vistra Stock Looks Ready to Topple Technical ...
|
|
Feb 17
|
|
$173.68
$170.57
-1.8%
|
N/A
|
Finnhub News
|
— |
Finnhub - VST
Meridian Hedged Equity Fund Maintains Confide...
|
|
Feb 13
|
|
$171.49
$170.57
-0.5%
|
LONG
|
CME Group
Narrator
|
"Data centers are driving the highest electricity demand in 15 years... making the AI race key to oil as well." The AI boom is physically constrained by power availability. As demand hits a 15-year peak, Independent Power Producers (IPPs) and Utilities with capacity (like VST and CEG) possess the scarcity value required to power these data centers. LONG. The structural increase in demand from "new tech" provides a tailwind for power generation assets. Regulatory caps on power pricing or slower-than-expected AI capex deployment. |
Bloomberg Markets
Five Trends That Will Drive Energy Markets in...
|
|
Feb 13
|
|
$171.49
$170.57
-0.5%
|
LONG
|
Finnhub News
|
Vistra shares are trading higher after Jefferies upgraded the stock to Buy and increased its price target. |
Finnhub - VST
Vistra shares are trading higher after Jeffer...
|
|
Feb 12
|
|
$163.10
$170.57
+4.6%
|
N/A
|
Finnhub News
|
— |
Finnhub - VST
Vistra Corp. (VST) Gains As Market Dips: What...
|
|
Feb 11
|
|
$160.15
$170.57
+6.5%
|
LONG
|
Doug Burgum
US Secretary of the Interior
|
Burgum argues the US is in an "AI arms race with China" and needs "Energy Addition," criticizing the shutdown of "baseload" in favor of "intermittent" sources. AI data centers require 24/7 uptime (baseload). The administration's policy explicitly favors keeping existing thermal and nuclear plants online to feed this demand. Utilities with existing baseload capacity (Vistra, Constellation) become critical infrastructure assets with pricing power. LONG. Demand (AI) is rising while the administration prevents the supply (Baseload plants) from shrinking. Lower natural gas prices could compress margins for merchant power producers. |
Bloomberg Markets
Coal Kept the Lights On During Storms, Burgum...
|