Uniquement les titres à fort signal - événements macro, résultats, M&A, régulation. Listicles et clickbait d'analystes filtrés par défaut. Rafraîchi toutes les heures.
Power Companies are Seen as Infrastructure Assets Over the past decade, power producers were valued as cyclical businesses, as their performance was associated with commodity prices and weather patterns. This notion no longer holds, as the expansion of AI, industrial electrification, and data centers has driven a significant increase in electricity demand. This demand is […]
Adjusted EBITDA surged 30% year-over-year as peak loads hit records in Texas and PJM.
Download the Complete Report Here Terrestrial Energy Inc. (IMSR) Updated Unit Economics Strengthen Value Capture as Texas A&M, Fuel and NRC Progress Advance Commercialization Key Takeaways: 2Q26 advanced IMSR across all three execution pillars, with Texas A&M-RELLIS moving into site-level development, NRC licensing progress continuing, and DOE-backed reactor and fuel programs advancing. Updated unit economics […] The post Terrestrial Energy’s Lifetime Revenue Up 29%, Advancing in Texas A&M, DOE
GEV's Q2 results show accelerating growth, stronger margins and cash flow, with robust orders and a raised 2026 outlook.
VST's second-quarter earnings beat estimates as higher pricing and Lotus assets lift EBITDA, while derivative losses pressure revenues and net income.
For some time, it seemed as though owners of existing power plants—such as Vistra and Constellation Energy —were in a great spot. With demand growth outstripping new power supply, incumbent power plants could reap higher prices for their output without putting much capital at risk. Power plant owners have had a rough year on the stock market.
Vistra's Q2 call keeps 2026 guidance intact as data center demand supports long-term growth, while softer ERCOT pricing clouds its 2027 outlook.
Although the revenue and EPS for Vistra (VST) give a sense of how its business performed in the quarter ended June 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
“I'd like to see the queues culled, at the end of the day,” said Vistra CEO Jim Burke in a second quarter earnings call.
Vistra (NYSE:VST) reported second-quarter adjusted EBITDA of $1.767 billion, up more than 30% from about $1.35 billion a year earlier, as higher generation earnings and continued retail strength lifted results. The company reaffirmed its full-year financial outlook and said it remains on track for a
Energy stocks were lower Friday afternoon, with the NYSE Energy Sector Index decreasing 0.5% and the
Vistra is quietly powering the AI data center boom, and it still looks surprisingly cheap.
US equity futures were edging higher pre-bell Friday as traders stood by for July's national jobs re
↘️ Trade Desk (TTD): Shares in the advertising technology company fell 27% after it reported lower-than-expected quarterly revenue. ↗️ Atlassian (TEAM): Shares in the software company behind Jira and Confluence shot up 31% premarket following a revenue beat powered by accelerated growth in its cloud business.
US power use is expected to keep notching record highs in 2026 and 2027, according to the Energy Information Administration.
UGI narrows its fiscal Q3 loss and raises 2026 earnings guidance, even as revenues fall on weaker propane volumes across key operations.
Vistra (NYSE:VST) is being highlighted by industry analysts as a key potential beneficiary of SpaceX's aggressive buildout of AI infrastructure in the United States. SpaceX's planned expansion is expected to materially increase US power demand, which could raise the need for electricity infrastructure supplied by companies such as Vistra. Analysts view the direct link between a high profile hyperscale AI project like SpaceX's and suppliers including Vistra as a new driver of demand, in...
PPL and Vistra head into Q2 release with support from data-center demand, new rates, clean-energy investment and disciplined cost controls.
In late July 2026, Vistra’s board declared a semi-annual US$40.00 dividend per share on its 8.0% Series A preferred stock and a quarterly US$0.23 common dividend, payable in October and September respectively to shareholders of record as of early autumn record dates. These dividend actions, alongside rising interest in Vistra as a potential beneficiary of AI-driven power demand, highlight how the company is positioning itself as an income-paying player in the evolving US electricity...
VST heads into Q2 with sharply higher revenue and EPS estimates, backed by clean-power demand, hedging, nuclear assets and Lotus contributions.
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.
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.
ES' Q2 earnings fall short as rising costs pressured profits, even as revenues grow and 2026 guidance and investment plans hold firm.
Constellation Energy, Constellation Energy stock, CEG stock, nuclear stocks, best nuclear stock
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.
We use Google Analytics to count anonymous page views and understand which content gets read. No ads, no profiles. Decline keeps you on cookieless mode. Details.
