In today’s briefing:
- Vistra Corp: DeepSeek Challenging the AI-Power Demand Thesis Could Be A MATTER OF CONCERN!
Vistra Corp: DeepSeek Challenging the AI-Power Demand Thesis Could Be A MATTER OF CONCERN!
- The emergence of DeepSeek, a Chinese artificial intelligence startup, has sent shockwaves across Wall Street, and energy companies are feeling the aftershocks.
- Vistra Energy suffered its worst single-day decline ever, plunging 28% on January 29, 2025, shedding a staggering $18.4 billion in market value.
- Constellation Energy (NASDAQ: CEG) also nosedived by 21%, erasing $22.8 billion in capitalization.
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