Everyone’s talking about Vistra (NYSE:VST | VST Price Prediction) right now because retail investors have decided the merchant power producer is the cleanest way to bet on AI data center electricity demand.…
Shares of Oklo (NYSE:OKLO | OKLO Price Prediction) are up roughly 13% in midday trading Wednesday after the U.S. Nuclear Regulatory Commission (NRC) approved the Principal Design Criteria for the company’s Aurora…
Every dollar of AI capex eventually has to plug into a wall. By the time hyperscalers have signed off on GPU orders, the binding constraint stops being silicon and starts being substations,…
If your electricity bill jumped this year, you’re not imagining it. The driver is the server racks humming inside warehouses going up across Virginia, Texas, Ohio, and Arizona, more than summer heat…
Morgan Stanley (NYSE:MS | MS Price Prediction) recently provided more insight into the state of the AI boom and the infrastructure deficit that could define it in the near future. As a…
Utilities have long been the portfolio’s boring backbone: predictable dividends, regulated cash flows, and a tendency to hold up when riskier assets sell off. Fidelity MSCI Utilities Index ETF (NYSEARCA:FUTY) packages that…
The CEO of Intelligent Alpha has a clear thesis for 2026: personal AI is the dominant theme, and two Mag-7 giants are best positioned to own it. “You have to look at…
One quote is doing a lot of heavy lifting right now in energy circles. That single stat reframes the entire AI infrastructure trade. Everyone is chasing the picks and shovels of AI…
Vistra (NYSE: VST) | VST Price Prediction delivered a record-setting full-year 2025 performance, with Ongoing Operations Adjusted EBITDA reaching $5.91 billion, surpassing the company’s own original guidance midpoint by roughly $112 million.…
Jordan Chussler This week has started out poorly for nuclear stocks with Vistra down 3.1%, Constellation down 1.2%, and Cameco 2.4% as of 2:40 p.m. ET. The past week saw the market split in…
Energy stocks have surged in 2026, driven by a confluence of favorable factors. Oil prices have remained elevated near $70 per barrel, as OPEC+ production discipline has tightened global supply while demand…
Pre-Market Stock Futures: Futures are trading lower after a follow-through Monday in which all major indices continued the strength we saw last Friday. The Dow Jones Industrials hit a new record high…
It’s always a good idea to pay close attention to analyst upgrades. Often, they’re influenced by (1) company fundamentals, such as financial health, future growth, and even meetings with management; (2) industry…
Pre-Market Stock Futures: Futures are trading higher as we prepare to wrap up one of the worst trading weeks in some time. The song remains the same as the rotation out of…
The AI revolution has a power problem. Training GPT-4 required as much electricity as 10,000 U.S. homes use in a year. Multiply that by thousands of models being trained simultaneously, plus billions…
