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The Nuclear Stock Boom Could Keep Decaying
The Wall Street Journal7d agoneutral
The Nuclear Stock Boom Could Keep Decaying

​📈 Follow our live markets data and coverage. You didn’t have to know the difference between yellowcake and pound cake to see that nuclear energy was a hot trade last year. Its future remains bright, but investors who chased the rally’s latter stages are nursing losses.

Should You Buy Vistra Stock For Its Shrinking Share Count?
Trefis14d agobullish
Should You Buy Vistra Stock For Its Shrinking Share Count?

Vistra (VST) has fallen about 19% over the past twelve months and trades roughly 30% below its 52-week high, with softer ERCOT power prices and an expected pause in some Texas data-center reviews among the worries. Underneath that tape, the company keeps handing its owners a bigger slice of itself. That is no longer the reason to buy the stock.

These 2 AI Power Stocks Jumped While the S&P 500 Fell
Insider Monkey17d agobullish
These 2 AI Power Stocks Jumped While the S&P 500 Fell

NRG Energy gained 6.4% and Constellation Energy rose 4.9% on September 4 while the S&P 500 fell 0.4%. The gains were consistent with the broader AI-power trade where data-center projects increasingly depend on generators that can add reliable capacity, navigate interconnection queues, and sign contracts before construction. NRG Energy, Inc. (NYSE:NRG) and Constellation Energy Corporation […]

Does NRG’s Challenge to PJM’s Reliability Plan Signal a Deeper Shift in NRG’s Strategy (NRG)?
Simply Wall St.29d agoneutral
Does NRG’s Challenge to PJM’s Reliability Plan Signal a Deeper Shift in NRG’s Strategy (NRG)?

NRG Energy, through affiliate NRG Business Marketing LLC, recently filed a limited protest with the Federal Energy Regulatory Commission, challenging two elements of PJM Interconnection’s proposed Reliability Backstop Procurement for capacity shortfalls in the 2027/2028 and 2028/2029 delivery years. By arguing that PJM’s proposed soft cap and price-taker requirement could misalign with current resource costs and distort future market pricing, NRG is seeking to influence how reliability is...

NRG Energy (NRG), What Is Behind The Latest Attention?
Simply Wall St.29d agoneutral
NRG Energy (NRG), What Is Behind The Latest Attention?

NRG Energy (NRG) is back in focus after its marketing subsidiary filed a limited protest with the Federal Energy Regulatory Commission on PJM’s proposed Reliability Backstop Procurement, challenging specific pricing and participation requirements. For investors watching the bigger picture, NRG Energy’s share price has fallen 19.4% over the past month and 31.6% year to date, while the 3 year total shareholder return is up more than 3x. This suggests that long term momentum remains intact, even...

Does NRG Energy (NRG) Look Fairly Valued After Earnings?
Simply Wall St.30d agoneutral
Does NRG Energy (NRG) Look Fairly Valued After Earnings?

NRG Energy stock has more than tripled over the past three years, yet the current checks suggest it is no longer a clear bargain and now looks closer to fairly priced on market multiples. NRG Energy has delivered a 214.2% return over three years, which puts extra focus on whether today’s price still offers an attractive entry point. Growth tied to the LS Power assets and the Vivint Smart Home segment can support earnings expectations, while execution risks around the large Texas data center...

Billionaire David Tepper Trimmed Micron and Sold out of SanDisk. Here’s the New AI Stocks He’s Buying
24/7 Wall St.38d agobullish
Billionaire David Tepper Trimmed Micron and Sold out of SanDisk. Here’s the New AI Stocks He’s Buying

David Tepper’s Appaloosa Management filed its Q2 2026 13F on August 14, 2026, and the disclosure told a specific story: the hedge fund manager whose portfolio returned 32% in the first half of 2026 on memory-chip makers spent the second quarter pulling chips off that table and reallocating the winnings deeper into the AI stack. ... Billionaire David Tepper Trimmed Micron and Sold out of SanDisk. Here’s the New AI Stocks He’s Buying

Red-Hot Power Stocks Are Losing Steam
The Wall Street Journal43d agoneutral
Red-Hot Power Stocks Are Losing Steam

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.