▸ If AI power demand is resetting lower, the growth premise for power producers such as Vistra, which has been valued on data center load, would come under pressure.
🕒 Oct 25, 16:14Source · Yahoo Financeimportance 40
Commentary
Why the DOE's $4.2B Nuclear Loan Plan Sent Vistra Shares Up 10.8% — October 2026
The U.S. Department of Energy's reported $4.2 billion loan intent for Vistra's nuclear fleet sent shares up 10
Vistra Nuclear Financing, October 2026: DOE's $4B Loan and the AI Power Buildout
The U.S. Department of Energy has committed $4 billion to Vistra's nuclear projects, a facility that arrives a
Why Vistra's 28% Slide Persists Despite Meta's 6.6 GW Nuclear Deal
Vistra's capital expenditure hit $2.75 billion in FY2025 — up 32.4% year-over-year and 16% of revenue, the hig
Capital expenditure · SEC filings
$2.75B latest FY
Latest period $1.57B (6 months to 2026-06-30) · 39 reported periods 2016–2026
Primary Disclosures
Official disclosureVistra files 8-K: entry into a material agreement, creation of a material debt / off-balance-sheet obligationLATEST COVERAGE
🕒 Oct 23, 06:59Source · Yahoo Financeimportance 70
▸ Government-backed nuclear financing signals policy commitment to decarbonized power for data centers and reduces capital barriers for dual-use power generators.
🕒 Oct 08, 02:26Source · Startup Fortuneimportance 75
▸ Federal capital directly targets nuclear uprates specifically for AI data center electricity demand, marking the first major government commitment to infrastructure-scale power funding for AI buildout.
🕒 Oct 07, 01:00Source · Utility Diveimportance 90
▸ Government-backed nuclear financing validates hyperscaler strategy to secure zero-carbon baseload power for large-scale compute campuses.
🕒 Oct 06, 00:29Source · Seeking Alphaimportance 90
▸ Material-event filing — major agreements, financing, M&A and personnel land here first.
Official disclosure🕒 Oct 05, 23:00Source · SEC EDGAR · VST
🕒 Oct 01, 07:12Source · Morgan Stanleyimportance 75
▸ Material-event filing — major agreements, financing, M&A and personnel land here first.
Official disclosure🕒 Sep 24, 22:00Source · SEC EDGAR · VST
▸ Long-term power contract and 250MW capacity demonstrate economic viability of large-scale AI data centers in Texas; competitive energy costs reinforce Texas as a leading GPU data-center hub.
🕒 Sep 22, 23:08Source · Data Center Dynamicsimportance 78
▸ GlobeNewswire press release — first-hand.
Official disclosure🕒 Sep 21, 21:00Source · GlobeNewswire
▸ Prospectus — pricing and terms of a securities offering.
Official disclosure🕒 Sep 14, 22:00Source · SEC EDGAR · VST
▸ Prospectus — pricing and terms of a securities offering.
Official disclosure🕒 Sep 10, 22:00Source · SEC EDGAR · VST
▸ Power generator valuations are increasingly decoupled from traditional utility metrics, reflecting premium pricing for dedicated AI load fulfillment.
🕒 Aug 29, 00:05Source · Quiver Quantitativeimportance 60
▸ VST’s performance serves as a bellwether for merchant power generators competing for AI-specific firm power contracts, influencing regional grid investment priorities.
🕒 Aug 21, 23:17Source · FinanceFeedsimportance 60
▸ Quarterly report — latest revenue, margins and guidance.
Official disclosure🕒 Aug 10, 22:00Source · SEC EDGAR · VST
▸ Material-event filing — major agreements, financing, M&A and personnel land here first.
Official disclosure🕒 Aug 07, 22:00Source · SEC EDGAR · VST
🕒 Aug 07, 07:07Source · Meta 官网importance 80
▸ Material-event filing — major agreements, financing, M&A and personnel land here first.
Official disclosure🕒 Jul 16, 22:00Source · SEC EDGAR · VST
▸ Material-event filing — major agreements, financing, M&A and personnel land here first.
Official disclosure🕒 Jul 14, 22:00Source · SEC EDGAR · VST
▸ Likely AI infrastructure or power contract disclosure; Vistra is a major Texas power utility and data center energy supplier.
Official disclosure🕒 Jul 01, 06:30Source · SEC EDGAR · VSTimportance 62
▸ Material-event filing — major agreements, financing, M&A and personnel land here first.
Official disclosure🕒 Jun 30, 22:00Source · SEC EDGAR · VST
▸ Utilities capturing AI infrastructure capital cycle through power procurement; mega-watt availability becomes competitive battleground for new-build data centers.
🕒 Jun 29, 03:32Source · Quiver Quantitativeimportance 76
▸ Quarterly report — latest revenue, margins and guidance.
Official disclosure🕒 May 08, 22:00Source · SEC EDGAR · VST
▸ Material-event filing — major agreements, financing, M&A and personnel land here first.
Official disclosure🕒 May 07, 22:00Source · SEC EDGAR · VST
▸ Material-event filing — major agreements, financing, M&A and personnel land here first.
Official disclosure🕒 May 04, 22:00Source · SEC EDGAR · VST
▸ Material-event filing — major agreements, financing, M&A and personnel land here first.
Official disclosure🕒 Apr 28, 22:00Source · SEC EDGAR · VST
▸ First-hand SEC filing — Vistra's original disclosure, ahead of any media coverage.
Official disclosure🕒 Jan 27, 23:00Source · SEC EDGAR · VST
▸ First-hand SEC filing — Vistra's original disclosure, ahead of any media coverage.
Official disclosure🕒 Jan 05, 23:00Source · SEC EDGAR · VST
▸ First-hand SEC filing — Vistra's original disclosure, ahead of any media coverage.
Official disclosure🕒 Oct 28, 23:00Source · SEC EDGAR · VST
▸ First-hand SEC filing — Vistra's original disclosure, ahead of any media coverage.
Official disclosure🕒 Oct 15, 23:00Source · SEC EDGAR · VST
▸ First-hand SEC filing — Vistra's original disclosure, ahead of any media coverage.
Official disclosure🕒 Oct 06, 23:00Source · SEC EDGAR · VST
▸ First-hand SEC filing — Vistra's original disclosure, ahead of any media coverage.
Official disclosure🕒 Jul 16, 22:00Source · SEC EDGAR · VST
▸ First-hand SEC filing — Vistra's original disclosure, ahead of any media coverage.
Official disclosure🕒 May 21, 22:00Source · SEC EDGAR · VST
▸ First-hand SEC filing — Vistra's original disclosure, ahead of any media coverage.
Official disclosure🕒 Dec 19, 23:00Source · SEC EDGAR · VST
▸ First-hand SEC filing — Vistra's original disclosure, ahead of any media coverage.
Official disclosure🕒 Dec 16, 23:00Source · SEC EDGAR · VST
▸ First-hand SEC filing — Vistra's original disclosure, ahead of any media coverage.
Official disclosure🕒 Dec 09, 23:00Source · SEC EDGAR · VST
▸ First-hand SEC filing — Vistra's original disclosure, ahead of any media coverage.
Official disclosure🕒 Nov 19, 23:00Source · SEC EDGAR · VST
▸ First-hand SEC filing — Vistra's original disclosure, ahead of any media coverage.
Official disclosure🕒 Oct 17, 23:00Source · SEC EDGAR · VST
▸ First-hand SEC filing — Vistra's original disclosure, ahead of any media coverage.
Official disclosure🕒 Oct 08, 23:00Source · SEC EDGAR · VST
▸ First-hand SEC filing — Vistra's original disclosure, ahead of any media coverage.
Official disclosure🕒 Sep 24, 22:00Source · SEC EDGAR · VST
▸ First-hand SEC filing — Vistra's original disclosure, ahead of any media coverage.
Official disclosure🕒 Jul 12, 22:00Source · SEC EDGAR · VST
▸ First-hand SEC filing — Vistra's original disclosure, ahead of any media coverage.
Official disclosure🕒 Apr 18, 22:00Source · SEC EDGAR · VST
▸ First-hand SEC filing — Vistra's original disclosure, ahead of any media coverage.
Official disclosure🕒 Apr 09, 22:00Source · SEC EDGAR · VST
▸ First-hand SEC filing — Vistra's original disclosure, ahead of any media coverage.
Official disclosure🕒 Apr 01, 23:00Source · SEC EDGAR · VST
▸ First-hand SEC filing — Vistra's original disclosure, ahead of any media coverage.
Official disclosure🕒 Mar 07, 23:00Source · SEC EDGAR · VST
▸ First-hand SEC filing — Vistra's original disclosure, ahead of any media coverage.
Official disclosure🕒 Jan 04, 23:00Source · SEC EDGAR · VST
▸ First-hand SEC filing — Vistra's original disclosure, ahead of any media coverage.
Official disclosure🕒 Dec 29, 23:00Source · SEC EDGAR · VST
▸ First-hand SEC filing — Vistra's original disclosure, ahead of any media coverage.
Official disclosure🕒 Dec 26, 23:00Source · SEC EDGAR · VST
▸ First-hand SEC filing — Vistra's original disclosure, ahead of any media coverage.
Official disclosure🕒 Dec 15, 23:00Source · SEC EDGAR · VST
▸ First-hand SEC filing — Vistra's original disclosure, ahead of any media coverage.
Official disclosure🕒 Oct 11, 23:00Source · SEC EDGAR · VST
▸ First-hand SEC filing — Vistra's original disclosure, ahead of any media coverage.
Official disclosure🕒 Oct 02, 23:00Source · SEC EDGAR · VST
▸ First-hand SEC filing — Vistra's original disclosure, ahead of any media coverage.
Official disclosure🕒 Sep 15, 22:00Source · SEC EDGAR · VST
▸ First-hand SEC filing — Vistra's original disclosure, ahead of any media coverage.
Official disclosure🕒 Jul 17, 22:00Source · SEC EDGAR · VST
▸ First-hand SEC filing — Vistra's original disclosure, ahead of any media coverage.
Official disclosure🕒 Jun 22, 22:00Source · SEC EDGAR · VST
▸ First-hand SEC filing — Vistra's original disclosure, ahead of any media coverage.
Official disclosure🕒 Mar 07, 23:00Source · SEC EDGAR · VST
▸ First-hand SEC filing — Vistra's original disclosure, ahead of any media coverage.
Official disclosure🕒 Oct 27, 23:00Source · SEC EDGAR · VST
▸ First-hand SEC filing — Vistra's original disclosure, ahead of any media coverage.
Official disclosure🕒 Oct 11, 23:00Source · SEC EDGAR · VST
▸ First-hand SEC filing — Vistra's original disclosure, ahead of any media coverage.
Official disclosure🕒 Jul 21, 22:00Source · SEC EDGAR · VST
▸ First-hand SEC filing — Vistra's original disclosure, ahead of any media coverage.
Official disclosure🕒 Jul 15, 22:00Source · SEC EDGAR · VST
▸ First-hand SEC filing — Vistra's original disclosure, ahead of any media coverage.
Official disclosure🕒 Jun 14, 22:00Source · SEC EDGAR · VST
▸ First-hand SEC filing — Vistra's original disclosure, ahead of any media coverage.
Official disclosure🕒 Jun 02, 22:00Source · SEC EDGAR · VST
▸ First-hand SEC filing — Vistra's original disclosure, ahead of any media coverage.
Official disclosure🕒 May 16, 22:00Source · SEC EDGAR · VST
▸ First-hand SEC filing — Vistra's original disclosure, ahead of any media coverage.
Official disclosure🕒 May 09, 22:00Source · SEC EDGAR · VST
▸ First-hand SEC filing — Vistra's original disclosure, ahead of any media coverage.
Official disclosure🕒 May 05, 22:00Source · SEC EDGAR · VST
▸ First-hand SEC filing — Vistra's original disclosure, ahead of any media coverage.
Official disclosure🕒 Feb 10, 23:00Source · SEC EDGAR · VST
▸ First-hand SEC filing — Vistra's original disclosure, ahead of any media coverage.
Official disclosure🕒 Dec 13, 23:00Source · SEC EDGAR · VST
▸ First-hand SEC filing — Vistra's original disclosure, ahead of any media coverage.
Official disclosure🕒 Oct 15, 23:00Source · SEC EDGAR · VST
▸ First-hand SEC filing — Vistra's original disclosure, ahead of any media coverage.
Official disclosure🕒 Jul 15, 22:00Source · SEC EDGAR · VST