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!
- 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.
