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Power equipment companies are set to benefit from Elon Musk's compute capacity targets for SpaceX, says Melius Research.

VST heads into Q2 with sharply higher revenue and EPS estimates, backed by clean-power demand, hedging, nuclear assets and Lotus contributions.

MDU Resources (MDU) delivered earnings and revenue surprises of +12.50% and -5.73%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Today Economic data: Weekly jobless claims, preliminary productivity and costs report for the second quarter, EIA weekly natural gas storage report, Challenger job-cuts report Earnings (a.m.): ConocoPhillips, Warner Bros Discovery, Kenvue, Fox Corp, Hertz, Keurig Dr Pepper, Datadog, Ralph Lauren Earnings (p.

Investors seeking to capitalize on the long-term growth of nuclear energy should consider companies like AEE, UUUU and VST, which are well-positioned to benefit from rising demand.

Today Federal Reserve speakers: Fed governor Lisa Cook Economic data: the Energy Information Administration’s weekly petroleum status report, U.S. services PMI, global services PMI, ADP employment survey Earnings (a.

PNW's Q2 earnings fall short as rising fuel, power and interest costs offset 7.1% revenue growth, while 2026 guidance remains intact.

Abundant natural gas, lots of land and a supportive political environment were all reasons why data centers had been flocking to Texas. On Monday afternoon, Texas Governor Greg Abbott directed the state’s grid operator and utility regulator to conduct a “comprehensive verification and audit” of all data centers asking for interconnection, and said no additional data centers can be approved until that process is completed. This puts a pause on a new process—named Batch Zero—that Texas greenlighted in June to fast-track interconnection requests from data centers.

PSEG (PEG) delivered earnings and revenue surprises of +7.50% and -5.38%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

ES' Q2 earnings fall short as rising costs pressured profits, even as revenues grow and 2026 guidance and investment plans hold firm.

Earnings continue to be the market's engine, and a series of results this week from Palantir, SpaceX, and AMD are set to rev up stocks again.

One commands a nuclear fortress with tech giants locked in, the other juggles retail millions with leverage that's hard to ignore.

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Lone Pine Capital's latest 13F reveals five positions that trace one unified macro thesis from jet engine alloys to AI advertising, and three of them are trading well below what their raised guidance actually implies.

Vistra (VST) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

DUK heads into Q2 earnings with expectations of EPS growth, backed by grid investments, rising power demand and recent infrastructure milestones.

The initial classifications could strengthen the grid positions of Cipher Mining and Galaxy Digital while adding pressure to Texas power prices. Projects placed in the studied category face a longer…

Vistra stock has delivered a very large 5 year gain for shareholders, yet the broader valuation checks now flag a mixed picture rather than a straightforward bargain or expensive call after the recent pullback. Over the past 5 years, Vistra has returned about 7x, which puts recent share price weakness into the context of a very strong longer term run. Recent focus on power capacity for data centers can support interest in Vistra as an energy provider. At the same time, any change in how...

EIX's Q2 results are likely to reflect grid investments, rate-case support, rising demand and tighter cost controls.

In the closing of the recent trading day, Vistra Corp. (VST) stood at $148.64, denoting a -5.37% move from the preceding trading day.

Constellation Energy pairs high-return growth investments with dividends and buybacks to strengthen cash flow and long-term shareholder value.

Vistra leads NRG Energy on ROE, margins, earnings momentum and share gains, signaling greater upside despite its premium valuation.

Let's focus on five utility stocks, AEE, EIX, SWX, SO and VST, that are expected to post an earnings beat this reporting cycle.

AEE gears up for Q2 results with grid upgrades, AI-driven power demand and new rates in focus despite storm-related cost pressures.

Vistra epitomizes a utilities artificial intelligence winner, but this bullish story may have more chapters ahead.

NRG Energy plans to return $1.4 billion to shareholders in 2026 while investing in data centers, power demand and Texas projects.

Investing.com -- Global data center capacity is set to expand far faster than previously expected over the rest of the decade, driven by surging AI infrastructure demand, but supply is still likely to remain tight as hyperscalers and emerging cloud providers race to secure computing power.

It may have found itself in the right place at the right time.

Here is a way to get paid a meaningful income now on your Vistra shares, cash you keep no matter what, in exchange for capping your gains above a higher price.

Vistra (VST) is back on traders’ radar after its latest session closed with a 2.75% gain, ahead of broad indices, as investors position around the company’s upcoming August 7 earnings release. See our latest analysis for Vistra. That move comes after a mixed stretch for Vistra, with a 7 day share price return of 4.06% and a 90 day share price return of 6.31%. The 1 year total shareholder return is down 16.24%, while the 5 year total shareholder return remains very large at more than 8x. This...