Get all your news in one place.

100's of premium titles.
One app.

Get all your news in one place.

100's of premium titles. One news app.

RARE PHOTOS: Vistra | Rare Historical Photos

AI trade moves from chips to electricity: Why 7 power stocks are gaining Wall Street attention with gains up to 86%

Wall Street’s AI trade is expanding beyond chipmakers to power producers, grid builders and equipment suppliers as surging data-centre electricity demand drives investment. Companies spanning nuclear power, grid infrastructure and cooling systems are emerging as key AI beneficiaries despite valuation and execution risks.

The Economic Times

Analysts See Major Upside for These 5 Stocks

Analysts See Major Upside for These 5 Stocks

NVIDIA, Vistra, Mastercard, Micron, and Energy Transfer carry Buy ratings, high MarketRank scores, and double-digit analyst-implied upside ahead of earnings season.

KKR launches $10 billion AI infrastructure company with Nvidia, Vistra

KKR launches $10 billion AI infrastructure company with Nvidia, Vistra

The Kuwait ‌Investment Authority, ⁠AI ⁠chip giant Nvidia and utility firm Vistra are anchor investors in the company, called Helix Digital Infrastructure, which is led by former Amazon Web Services CEO Adam Selipsky.

The Economic Times

From analysis to the latest developments in health,
read the most diverse news in one place.

inkl

Is Vistra Stock Underperforming the S&P 500?

Vistra has underperformed the S&P 500 over the past year, but analysts are highly optimistic about the stock’s prospects.

Vistra Stock: Analyst Estimates & Ratings

While Vistra stock has underperformed the broader market over the past year, analysts remain highly bullish about its prospects.

Atomic Dividends: Big Tech's New Energy Bet

The surging power demands from AI and big tech are catalyzing a multi-decade investment cycle in American nuclear energy infrastructure.

2 Defensive Stocks That Wall Street Loves for the Oil Shock Playbook

These two utility stocks combine defensiveness with strong growth outlooks.

inkl

Read news from The Economist, FT, and more,
with one subscription

How Is Vistra's Stock Performance Compared to Other Utilities Stocks?

How Is Vistra's Stock Performance Compared to Other Utilities Stocks?

Vistra has outperformed the Utilities industry over the past year, and analysts are highly optimistic about the stock’s prospects.

Radioactive Returns: Geopolitics and AI Fuel a Nuclear Supercycle

Radioactive Returns: Geopolitics and AI Fuel a Nuclear Supercycle

See why nuclear is back in focus: AI data centers need baseload power and geopolitics are reshaping supply chains. Vistra and Cameco offer two angles.

Do Wall Street Analysts Like Vistra Stock?

Do Wall Street Analysts Like Vistra Stock?

Although Vistra has lagged the broader market over the past year, Wall Street sentiment remains firmly bullish, with analysts continuing to express confidence in the company’s forward growth prospects.

Frozen Assets: Winter Storm Fern Is Heating Up These 3 Energy Winners

Frozen Assets: Winter Storm Fern Is Heating Up These 3 Energy Winners

Intense winter storms stress the power grid and demonstrate the value of reliable nuclear generation and robust natural gas infrastructure.

Pelosi’s Bullish 2026 Buy List: AI, Power & Dividends

Pelosi’s Bullish 2026 Buy List: AI, Power & Dividends

The famous congressional portfolio is rotating capital into dividend-paying financial stocks while doubling down on artificial intelligence and energy.

What You Need to Know Ahead of Vistra’s Earnings Release

What You Need to Know Ahead of Vistra’s Earnings Release

Vistra is preparing to unveil its fourth-quarter earnings in the near term, and analysts are projecting a triple-digit jump in the company’s bottom-line results.

3 of the Best Stocks to Buy for 2026 If You Believe That AI Will Keep Revolutionizing the World

3 of the Best Stocks to Buy for 2026 If You Believe That AI Will Keep Revolutionizing the World

These AI stocks have received ambitious price targets from analysts. If they're on the mark, these stocks are some of the best buys for the year.

Get all your
news in one place.

100's of premium titles.
One news app.

As Mark Zuckerberg Unveils Meta Compute, Should You Buy, Sell, or Hold META Stock?

Meta’s new initiative, backed by massive AI data‑center and nuclear‑power commitments, keeps META in buy‑or‑hold territory for long‑term investors.

Meta Platforms Just Gave Oklo a Nuclear Boost. Should You Buy OKLO Stock Here?

Oklo stock surged 8% on Friday and is now up 300% in the past 12 months as it inks big-ticket agreements with Meta and other tech giants.

Should You Buy VST Stock in January 2026 as Vistra Strikes a Major Nuclear Deal with Meta Platforms?

Meta has joined hands with the diversified electricity company, among others, to build its AI supercluster in New Albany, Ohio.

The Independent UK

US futures slip while Asian shares gain as Fed chair Powell faces Trump legal threat

US futures experienced a dip on Monday, contrasting with gains across Asian markets, after Federal Reserve Chair Jerome Powell revealed the Department of Justice had served the central bank with subpoenas.

Get all your
news in one place.

100's of premium titles.
One news app.

International Business Times

Meta Purchases Nuclear Power Energy for Its AI Infrastructure, Including Bill Gates' TerraPower

Meta has signed three new deals to purchase nuclear power energy for its artificial intelligence infrastructure.

International Business Times

Oklo Stock Rockets 20% After Meta's Historic Nuclear Power Deal To Fuel AI Data Centres

Meta signs multi-gigawatt nuclear agreements, making it America's largest corporate nuclear buyer as Oklo shares surge on massive Ohio deal.

Dow Hits a Record High After December Jobs Report: Stock Market Today

The S&P 500 also closed the week at its highest level on record, thanks to strong gains for Intel and Vistra.

International Business Times UK

Oklo Stock Jumps 20% as Meta's £120 Billion Nuclear Gamble Powers AI Ambitions and 5 Million Homes

Meta signs multi-gigawatt nuclear agreements, making it America's largest corporate nuclear buyer as Oklo shares surge on massive Ohio deal.

Tom’s Hardware

Meta inks deals to supply a staggering 6 gigawatts in nuclear power for data center ambitions — enough wattage to supply 5 million homes

The 6GW will come from various suppliers — both existing and upcoming — to deliver the estimated 1GW that Meta's Prometheus site will require in 2026, and the 5GW its Hyperion data center will need by 2028.

The Independent UK

Meta signs three nuclear power deals to help support its AI data centers

Facebook parent Meta has reached nuclear power deals with three companies as it continues to look for electricity sources for its artificial intelligence data centers

Is White-Hot Oklo Stock a Buy Following New Meta Energy Deal?

Oklo's partnership with Meta on nuclear energy highlights its promising role in powering AI's future, with strong stock gains, speculative valuation, and analyst support making it an attractive buy for 2026.

1 2 3 4 5

People

202,614 stories

Mark Zuckerberg

From analysis to the latest developments in health,
read the most diverse news in one place.

inkl

Organisations

US Federal Reserve

Intel Corporation

the Department of Justice

inkl

Read news from The Economist, FT, and more,
with one subscription

Topics

Artificial Intelligence

Places

398,190 stories

Fourteen days free

Download the app

One app. One membership.
100+ trusted global sources.

Download on the AppStore

Get it on Google Play