Notícias

A group led by investment firm KKR (KKR) is devoting $10 billion into a new AI data center venture, Helix Digital Infrastructure, headed by former Amazon Web Services (AMZN) CEO Adam Selipsky. Selipsky sits down with Julie Hyman to talk more about this investment into AI infrastructure. in the latest bid by an alternative asset manager to solve an energy supply crunch slowing big tech's AI ambitions."

The private equity firm, alongwith Nvidia and Vistra is opening a one-stop shop for AI data center hyperscalers.

Vistra (NYSE:VST) is partnering with KKR, NVIDIA, and Kuwait Investment Authority to launch Helix Digital Infrastructure. Helix is being set up to serve next generation AI data center infrastructure with more than $10 billion in long term capital commitments. The partnership positions Vistra as a preferred power provider for large scale AI data center clients. For readers tracking Vistra at a share price of $138.54, this move adds a fresh layer to the story beyond recent stock performance...

Backed by KKR, Kuwait's sovereign fund, NVIDIA and Vistra, a new private-capital platform aims to be a one-stop builder for hyperscaler AI infrastructure, signaling that dedicated third-party delivery vehicles are…

Helix Digital Infrastructure is led by former AWS CEO Adam Selipsky

KKR, Nvidia, Vistra, and the Kuwait Investment Authority are committing more than $10 billion to Helix Digital Infrastructure, underscoring growing investor demand for AI data-center projects.

With a forward P/E of 16.84x and upside potential of 50.20%, Vistra Corp. (NYSE:VST) ranks among the top 10 lowest forward P/E stocks in the S&P 500. Surging power demand, a swing to profitability, and bullish analyst coverage have brought the independent power producer into focus for value-oriented investors. Nearly all covering analysts hold bullish […]

A KKR-led group on Thursday launched a new company with more than $10 billion in committed ‌capital to finance the build-out of AI infrastructure, ‌the latest effort by an alternative asset manager to capitalize on growing demand ​for AI services. The Kuwait Investment Authority, AI chip giant Nvidia and utility firm Vistra are anchor investors in the company, called Helix Digital Infrastructure, which is led by former Amazon Web ‌Services CEO Adam Selipsky. Nvidia will help Helix with its expertise in designing AI data-centers, while Vistra will be the preferred power provider.

Former Amazon Web Services CEO Adam Selipsky will lead the new company, which aims to serve as a single provider for hyperscaler data center, power, and connectivity needs

Helix Digital Infrastructure will “serve as a single coordination point for hyperscalers’ data centers, power, connectivity and related needs,” KKR said.

TXU Energy, a subsidiary of Vistra (NYSE:VST), has launched its summer "Beat the Heat" program in Texas. The initiative supports residents during heat waves by donating cooling equipment, funding community cooling centers, and offering bill-payment assistance to vulnerable customers. Vistra operates as an integrated power company, and TXU Energy is one of its key retail electricity providers in Texas. The "Beat the Heat" program highlights how the group is engaging with customers in a state...

Is VST a good stock to buy? We came across a bullish thesis on Vistra Corp. on Darius Dark Investing’s Substack. In this article, we will summarize the bulls’ thesis on VST. Vistra Corp.’s share was trading at $146.22 as of June 9th. VST’s trailing and forward P/E were 24.45 and 16.03 respectively according to Yahoo Finance. […]

Zacks.com users have recently been watching Vistra (VST) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.

Vistra has underperformed the S&P 500 over the past year, but analysts are highly optimistic about the stock’s prospects.

Constellation Energy (CEG) stock is at an interesting point right now. If you bet on it, you are betting on a company that's growing reasonably, is sustaining good cash flow and margin, has a low-debt capital structure, and is relatively cheaply valued. But is that enough.

Today we're going to take a look at the well-established Vistra Corp. ( NYSE:VST ). The company's stock saw a...

CEG dips below 50 and 200-day SMAs amid project delays, but nuclear strength, Calpine deal and buybacks keep the bull case alive.

Though Sempra has lagged behind the broader Nasdaq Composite over the past year, Wall Street analysts remain moderately optimistic about the stock’s prospects.

For retirement-focused investors weighing the two dominant independent power producers cashing in on the AI data center buildout, the question is direct: Vistra (NYSE:VST) or Constellation Energy (NASDAQ:CEG) — which one belongs in the portfolio right now? Both have ridden the same nuclear-and-gas thesis. Both have signed long-term hyperscaler contracts. But the answer for someone whose ... Vistra vs. Constellation: Which AI Power Stock Is the Better Buy Right Now?

Vistra (NYSE:VST) has completed its acquisition of Cogentrix natural gas assets, expanding its power generation footprint. The company is growing long-term nuclear power agreements, including a new arrangement to supply Meta's data center needs. Vistra is working to restart the Perry nuclear plant, adding more baseload capacity for AI driven electricity demand. Vistra enters this phase of expansion with its stock at $153.7 and a very large 5 year return, reflecting a major change in the...

Berkshire Hathaway, Eli Lilly and Walmart headline new analyst reports, highlighting growth drivers, opportunities and key risks shaping their outlooks.

(Bloomberg) -- A surge in electricity demand from artificial intelligence and data centers is reshaping North America’s power markets, creating a “renaissance” for natural gas after decades of limited new development, according to KKR & Co. partner Brandon Freiman.Most Read from BloombergGlazer Family Members Study Manchester United Stake SaleRepublican-Led House Votes to Stop Iran War, Rebuking TrumpTrump Begins Rebuilding His Tariff Wall, Citing Forced LaborBroadcom Slides by Most in More Than

The company solves the power bottleneck from the inside rather than from the outside, a fact many seem to be ignoring.

GEV is riding a surge in gas turbine demand as utilities reserve capacity years in advance, driving backlog growth and strong Power orders.

Vistra (VST) has drawn fresh attention after recent share price moves, with the stock down 3.4% over the past day and 0.3% over the past month. This has prompted closer scrutiny from investors. See our latest analysis for Vistra. Looking beyond the latest move, Vistra's share price has eased over the past quarter and year to date, while the very large 3 year and 5 year total shareholder returns point to a stock that has already rewarded patient investors. If you are assessing how this recent...

One company posted a dramatic revenue surge while the other faced sharp swings, as recent filings reveal. But there's more to this story.

The defensive utility trade is breaking. With the 10-year Treasury yield at 4.45% and near the 91.1 percentile of its trailing 12-month range, the “bond proxy” argument that long anchored retirement portfolios in regulated power names has lost its math. Risk-free yield now competes directly with utility dividends, capital programs have ballooned to fund AI-driven ... From Bond Proxy to Battleground: Why Utilities Are the Worst Hiding Spot in 2026

Vistra Corp. (NYSE:VST) is included among the 15 Best Nuclear Power Stocks to Buy According to Wall Street Analysts. Vistra Corp. (NYSE:VST) is one of the largest competitive power generators in the United States. The company operates a power generation fleet of natural gas, nuclear, coal, solar, and battery energy storage facilities in the country. […]

The Utilities Select Sector SPDR Fund (NYSEARCA:XLU) has quietly become one of the more interesting trades in the market because it sits at the intersection of two crosscurrents. Hyperscaler power demand has turned a defensive sector into a growth story, but at the same time the 10-year Treasury yield sits in the 98th percentile of ... XLU Investors: Watch PJM’s March 2027 Data Center Framework Decision

XPLR Infrastructure delivers stable revenue through contracted clean energy and natural gas assets across North America.