VST Stock Recent News

If an S&P 500 stock has one good year — that could be just luck, right? How about if the stock repeats its good fortune?

Does Vistra Corp. (VST) have what it takes to be a top stock pick for momentum investors? Let's find out.

The stock of Vistra has been in a strong upward trend for several months. It has gained 269% in the last 52 weeks, even after the sell-off on January 27th following the DeepSeek announcement. The heavy sell-off led the stock down to its mid-term chart support levels, with a 22% decline from its January 2025 peak.

When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?

The recent flash crash in U.S. tech and AI stocks was triggered by DeepSeek's cost-efficient AI model, challenging the dominance of companies like NVIDIA. Despite market volatility, maintaining a balanced portfolio with AI exposure is essential, as AI remains a powerful long-term growth driver. I share some of the best opportunities for dividend investors to generate big dividends from AI stocks.

President Trump announced the 'Stargate' AI Infrastructure initiative with OpenAI, SoftBank, and Oracle, investing up to $500 billion in AI infrastructure in the U.S. Vistra Corp is rated Strong Buy due to unprecedented energy demand growth driven by data center expansion, industrial electrification, and manufacturing re-shoring. Vistra's nuclear fleet offers a strategic advantage with exceptional reliability and potential tax credits, positioning it well to meet growing 24/7 power demands.

The market reacted strongly to the unveiling of China's AI, DeepSeek, with AI stocks plummeting and REITs and utilities trading up significantly. Investors are shifting towards predictable returns from REITs and regulated utilities, which offer 8%-10% expected returns, amid uncertainties surrounding AI's future profitability. The DeepSeek news has made the steady cashflows of REITs and utilities more attractive as the allure of AI's unbridled growth diminishes.

Vistra (VST) shares fell nearly 30% on Monday as investors questioned whether artificial intelligence will require the huge amounts of computing power and electricity once expected.

I am upgrading Vistra Corp. to a buy due to improved EPS forecasts and technical support around current levels. Despite a 25%+ drop on January 27, VST shares are up big in the last year, and shares are now a value considering the growth trajectory. Vistra's impressive Q3 results and strong cash flow highlight its robust financial health and growth potential.

Shares of nuclear power providers tumbled on Monday as markets reacted to the success of a Chinese startup's AI model that challenges the performance of the most advanced American models while using less computing power.