Daily BriefsUtilities Sector

Daily Brief Utilities: Vistra and more

In today’s briefing:

  • Vistra’s Nuclear Power Play Hits A Wall: Delayed Data Center Deal Shakes Market!


Vistra’s Nuclear Power Play Hits A Wall: Delayed Data Center Deal Shakes Market!

By Baptista Research

  • Vistra Corp shares recently pulled back sharply, dropping over 5% to \$206.82 after hitting an all-time intraday high of \$219.82 just a day earlier.
  • The dip follows a downgrade by Jefferies, reflecting mounting investor concerns over delays in finalizing a high-stakes data center deal for the company’s Comanche Peak nuclear facility.
  • While Vistra’s CEO Jim Burke expressed strong confidence that a deal will ultimately be signed, uncertainty around its timing and regulatory factors tied to Texas Senate Bill 6 have introduced a level of risk that the market is now pricing in.

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