Vistra is up after getting a conditional $4.2B loan commitment from the U.S. Department of Energy to upgrade its nuclear plants. The upgrades could add around 433 MW of extra nuclear capacity without having to build entirely new plants. This is the part of the AI boom I continue to find interesting. Everyone talks about chips and data centers, but we’re going to need a lot more electricity to actually run them. I’ve been holding $VST for exactly this reason. More demand for reliable power plus an existing nuclear fleet is a combination I still like. Good day to be a $VST holder. https://www.fool.com/investing/2026/10/06/why-vistra-stock-popped-on-tuesday/
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