Dec 31, 2025 • ts2.tech
NEUTRAL
Constellation Energy stock slips today as Calpine deal steps and nuclear AI demand stay in focus
Constellation Energy (CEG) stock slipped notably on Tuesday, closing down 0.4% at $357.12, as investors focus on its pending $26.6 billion acquisition of Calpine and the increasing demand for nuclear power driven by AI data centers. The company faces regulatory hurdles requiring divestitures for the Calpine deal and is leveraging long-term power purchase agreements, like the one with Microsoft, to capitalize on nuclear energy's role in addressing growing electricity needs. Investors are keenly watching for updates on the Calpine deal's closing mechanics and the upcoming earnings report estimated for February 17, 2026.
Dec 30, 2025 • Defense World
SOMEWHAT-BULLISH
Apollon Wealth Management LLC Makes New $2.53 Million Investment in Goldman Sachs Access Treasury 0-1 Year ETF $GBIL
Apollon Wealth Management LLC has invested $2.53 million in the Goldman Sachs Access Treasury 0-1 Year ETF ($GBIL) by purchasing 25,217 shares in the third quarter. Other institutional investors like Comerica Bank, Ieq Capital LLC, Royal Bank of Canada, NewEdge Advisors LLC, and Cape Investment Advisory Inc. have also made significant moves in the $GBIL ETF. The article details the price performance of the ETF and provides a brief profile of its investment strategy.
Dec 30, 2025 • AD HOC NEWS
SOMEWHAT-BULLISH
Vistra Corp.: How a Quiet Power Producer Became a Flagship of the U.S. Energy Transition
Vistra Corp. has transformed from a regional power company into a leading diversified clean-energy platform, integrating gas fleets, renewables, and large-scale batteries. The company's strategy involves creating a "product-oriented" energy ecosystem focused on reliability, flexibility, and decarbonization to meet the demands of the evolving U.S. power grid. This approach, which emphasizes portfolio flexibility, merchant-market expertise, and integrated battery storage, positions Vistra Corp. as a bridge between maintaining grid reliability and advancing decarbonization.
Dec 30, 2025 • AD HOC NEWS
SOMEWHAT-BULLISH
Vistra Corp.: How a Quiet Power Producer Became a Flagship of the U.S. Energy Transition
Vistra Corp. has transitioned from a regional power producer into a fully integrated clean-energy platform, combining gas fleets, renewables, and large-scale batteries into a cohesive product ecosystem. This strategy positions Vistra as a leader in the U.S. energy transition, offering reliability, flexibility, and decarbonization at scale. The company's unique approach, leveraging a diverse portfolio and merchant-market expertise, distinguishes it from competitors like NextEra Energy, Constellation Energy, and NRG Energy.
Dec 30, 2025 • AD HOC NEWS
BULLISH
Vistra Corp. Stock Powers Higher as AI-Era Electricity Demand Supercharges the Trade
Vistra Corp. has seen its stock price surge due to increased electricity demand driven by artificial intelligence and data centers, positioning it as a key player in the AI era's power infrastructure. The company's strategic asset portfolio, including nuclear, gas-fired, and battery storage, along with its capital allocation strategy, has attracted significant investor interest, leading to strong analyst ratings and price targets. While risks exist, Vistra's focus on reliable and flexible power supply for the digital economy suggests continued relevance as AI demand for electricity intensifies.
Dec 30, 2025 • AD HOC NEWS
BULLISH
Vistra Corp. Stock Powers Higher as AI-Era Electricity Demand Supercharges the Trade
Vistra Corp. (VST) has seen its stock rally significantly as investors view electricity as the "new oil" for the AI era. The company, a Texas-based power producer, is benefiting from soaring electricity demand driven by data centers and AI workloads, leading to a performance that outperforms broader utility indices and the S&P 500. Analysts are largely bullish on Vistra, citing its strong cash generation, shareholder returns, and strategic positioning in conventional generation and energy storage, especially its nuclear and battery assets.