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Vistra Faces Market Skepticism Despite AI Power Contracts and Strong Quarter

Regulatory proposals in the PJM capacity market are testing investor confidence in Vistra’s role as a long-term supplier to hyperscale data centers.

Japan Proposes Numeric Targets to Replace Aging Nuclear Reactors

NuScale Shares Drop as Romania SMR FID Sets 2033–34 Timeline and TD Cowen Downgrades

GE Vernova’s Outlook Debated as Analysts Split on AI-Driven Demand Versus Broader Recovery

Solar Nears 9% of U.S. Power as Wind and Solar Overtake Coal and Nuclear in Early 2025