Because artificial intelligence (AI) demand is growing so rapidly, and data centers are such power-hungry operations, the one thing that will slow AI's rapid ascent is energy supply.
There is a major market disconnect emerging in the midst of the AI boom. I discuss why this disconnect provides investors with one of the most attractive high-yielding investment opportunities I have ever seen with near-term catalysts. I also share some of my top picks to profit from this disconnect.
Data centers built to support AI are projected to require 60 to 120 gigawatts of additional electricity by 2030, straining utilities nationwide. Nuclear baseload, flexible gas generation, transmission infrastructure expansion, and advanced cooling systems have become critical path items for AI deployment.
Vistra has been among the top performers within the utility sector for the past one, three, and five years. Its recent slump is tempting investors with a chance to buy the stock at a 15% discount.
Vistra Corp. ( VST ) Q3 2025 Earnings Call November 6, 2025 10:00 AM EST Company Participants Eric Micek James Burke - President, CEO & Director Kristopher Moldovan - Executive VP & CFO Stacey Dore - Chief Strategy and Sustainability Officer & Executive VP of Public Affairs Conference Call Participants Shahriar Pourreza - Wells Fargo Securities, LLC, Research Division Jeremy Tonet - JPMorgan Ch...
Vistra Corp (NYSE: VST) reported Q3 2025 earnings before market open on November 6, missing revenue expectations sharply while signaling confidence through aggressive 2026 guidance and a $1 billion share buyback authorization.
Vistra Corp on Thursday forecast 2026 adjusted core profit higher than its outlook for the current year, signaling confidence in its growing power generation portfolio and strong demand across U.S. markets.
Earnings Release Highlights Third quarter 2025 GAAP Net Income of $652 million and third quarter Ongoing Operations Adjusted EBITDA1 of $1,581 million. Narrowed 2025 Ongoing Operations Adjusted EBITDA1 guidance range to $5.7 billion to $5.9 billion and raised the midpoint and narrowed the guidance range for Ongoing Operations Adjusted FCFbG1 to $3.3 billion to $3.5 billion.
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