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Vistra

All articles tagged with #vistra

investing2 hours ago•21 min saved

Tepper Bets AI Infrastructure Over Chips: Exits SanDisk, Trims Micron, Bets on CoreWeave, Amazon and Utilities

David Tepper’s Appaloosa disclosed in its Q2 2026 13F a pivot from memory chips to AI infrastructure bets: he trimmed Micron by 690,000 shares to 975,000 and exited SanDisk, while also reducing AMD and Qualcomm, and redeploying the cash into Amazon (5 million shares), a new CoreWeave stake, a larger TSMC position, and NVIDIA, plus new Vistra and NRG stakes—an AI-stack rotation focused on infrastructure and power for data centers regardless of which chipmaker wins.

via 24/7 Wall St.|

#amazon #coreweave #investing

business9 days ago•19 min saved

Vistra Posts Q2 2026 Profit, Reaffirms Outlook and Accelerates Growth Initiatives

Vistra reported Q2 2026 net income of $305 million and Ongoing Operations Adjusted EBITDA of $1.767 billion, up about 30% year over year, and reaffirmed 2026 guidance of $6.8–$7.6 billion in EBITDA and $3.925–$4.725 billion in Ongoing Op FCFbG. The company noted hedging coverage near 100% for 2026 (≈94% for 2027, ≈72% for 2028), about $6.3 billion of liquidity, and progress on strategic initiatives including Helix Digital Infrastructure with NVIDIA, KKR and Kuwait Investment Authority, plus the pending Cogentrix acquisition. Vistra also highlighted strong operational reliability and ongoing share repurchases totaling around $6.5 billion since 2021.

via Vistra Corp. Investor Relations|

#business #guidance-2026 #hedging

business2 months ago•2 min saved

Cramer: Buy Vistra, Even as It’s a Falling Knife

In Mad Money’s Lightning Round, Jim Cramer says Vistra has pulled back after a run-up and labels it a falling knife, but would still buy with a cautious 25% position; he also weighs in on FICO, Clover Health, and Stryker.

via CNBC|

#ai-risk #business #jim-cramer

markets7 months ago•19 min saved

Policy Shake-Up Roils Energy Stocks as Trump Pushes to Lower Electricity Prices

Trump’s plan to lower electricity prices through government action spooked investors, sending energy stocks lower as fears grow that existing contracts could be disrupted and supply could rise; Constellation Energy and Vistra led declines, while some names like GE Vernova benefited and others faced mixed moves as analysts weighed which firms might win or lose from the policy shift.

via MarketWatch|

#constellation-energy #electricity-prices #markets

business7 months ago•3 min saved

Meta Boosts Nuclear Energy Investments to Power AI Data Centers

Meta Platforms signed new nuclear energy agreements with Vistra, Oklo, and TerraPower to power its data centers and AI initiatives, leading to significant stock gains for Vistra and Oklo, and highlighting Meta's commitment to clean, reliable energy sources for its technological growth.

via Investor's Business Daily|

#business #data-center-deals #meta

energy7 months ago•7 min saved

Vistra and Meta Partner to Boost Nuclear Power in PJM

Vistra and Meta have announced 20-year power purchase agreements supporting three Vistra nuclear plants in PJM, including capacity increases and license extensions, to provide over 2,600 MW of clean energy, bolster local economies, and ensure long-term operation of these carbon-free assets.

via Vistra Corp. Investor Relations|

#energy #meta #nuclear-power

energy7 months ago•7 min saved

Meta and Vistra Collaborate on New Nuclear Power Initiatives to Boost AI and Grid Stability

Vistra and Meta have signed 20-year power purchase agreements supporting three Vistra nuclear plants in PJM, including capacity upgrades and license extensions, to provide over 2,600 MW of clean energy, bolster local economies, and ensure long-term reliable, carbon-free power for Meta's operations and the regional grid.

via PR Newswire|

#energy #meta #nuclear-power

business7 months ago•0 min saved

Premarket Movers: Vistra, Onestream, Microchip & More

The article discusses the biggest stock movements in the premarket, highlighting companies like Vistra, Onestream, and Microchip Technology, among others, as they experience notable trading activity.

via CNBC|

#business #market-moves #microchip-technology

business7 months ago•8 min saved

Vistra Expands Generation Portfolio with Cogentrix Acquisition

Vistra Corp. has announced the acquisition of Cogentrix Energy, adding approximately 5,500 MW of modern natural gas generation assets across key U.S. regions for about $4 billion, aiming to enhance its generation portfolio, deliver shareholder value, and support growth in the power sector.

via Vistra Corp. Investor Relations|

#acquisition #business #cogentrix