From Bond Proxy to Battleground: Why Utilities Are the Worst Hiding Spot in 2026

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.

24/7 Wall Street • 20 hours ago

$700 Billion and Most Investors Are Watching The Wrong Companies

The smartest technology analyst you've probably never heard of just published a presentation that reframes the entire AI investment thesis — and if you're still thinking about this as a software story, you're already behind.

Benzinga • 21 hours ago

Vistra vs. Talen: Which Stock Is Better Positioned for the AI Boom?

VST and TLN's clean-power fleets are vying to serve AI data centers' 24/7 load and expanding their clean energy generation portfolio.

Zacks Investment Research • May 29, 2026

Here is What to Know Beyond Why Vistra Corp. (VST) is a Trending Stock

Recently, Zacks.com users have been paying close attention to Vistra (VST). This makes it worthwhile to examine what the stock has in store.

Zacks Investment Research • May 27, 2026

3 Brilliant Energy Stocks to Buy Now and Hold for the Long Term

GE Vernova and Vistra are benefiting from soaring electricity demand. Nextpower's backlog is growing as more companies upgrade their solar energy systems.

The Motley Fool • May 26, 2026

VST Stock Underperforms Industry in the Past 3 Months: How to Play?

Vistra stock lags after a Moss Landing battery incident, but rising clean power demand, hedges and buybacks could shape the next move.

Zacks Investment Research • May 25, 2026

A Peer Showdown Reveals Why Vistra Stands Out Vs. Other Major IPPs

Vistra is rated 'Buy' for its strong positioning to benefit from AI-driven power demand, particularly via nuclear and gas bridge power capabilities. VST's diverse portfolio—second-largest U.S. nuclear fleet and significant gas assets—enables both contracted stability and rapid deployment for data center needs. The company trades at an attractive EV/EBITDA of 9.65 and EV/MW of 1.5x, with the market undervaluing its nuclear and bridge power potential versus peers.

Seeking Alpha • May 25, 2026

My Top 3 Recession-Proof Utilities Stocks for May 2026

The Southern Company is a well-established, proven player in the utilities business. Brookfield Renewable is being built from the ground up to provide industry-leading dividend growth.

The Motley Fool • May 23, 2026

The AI Data Center Buildout Is Accelerating, and Nuclear Could Be the Most Underowned Piece of the Puzzle

The data center buildout doesn't seem like it's about to slow down. As more firms look to step up and supply AI compute, some of which (unlike the cash-rich hyperscalers) are risking their shirts by going into debt, it feels like timing the peak in the AI boom or the beginning of an AI bubble (if there really is one) will get harder to do.

24/7 Wall Street • May 22, 2026

2 Favorite Monthly Durable Dividend Growth Machines To Sleep Well In Retirement

An attractive current yield, consistent dividend growth, and a monthly payout cadence make for an ideal passive income machine for retirement. I detail 2 of my favorite monthly paying dividend growth machines that combine attractive yields with consistently strong dividend growth. I share why they are also attractive in combination, as well as the risks to keep in mind.

Seeking Alpha • May 22, 2026