Scenarios that move VST

Vistra Corp. Common Stock

Scenarios that move VST: 28 analyses, 20 positive, 8 negative.

  1. · ◇ What if… Anthropic reaches a $2 trillion valuation by December 31 — ▲ · impact +46 · confidence low · horizon quarters
  2. · Nvidia loses $200 billion in value after OpenAI revenue miss — ▼ · impact -55 · confidence low · horizon quarters
  3. · Oracle's Cloud backlog reaches $664 billion — ▲ · impact +42 · confidence low · horizon quarters
  4. · FuelCell Energy shares fall 15% amid Fit Energy disclosure scrutiny — ▲ · impact +15 · confidence low · horizon quarters
  5. · BWXT raises 2026 guidance as commercial nuclear growth accelerates — ▲ · impact +58 · confidence low · horizon weeks
  6. · ◇ What if… Democrats win Ohio governor race in 2026 — ▼ · impact -25 · confidence low · horizon quarters
  7. · ◇ What if… Indiana enacts data center moratorium by June 30, 2027 — ▲ · impact +43 · confidence medium · horizon quarters
  8. · Broadcom backs Anthropic and OpenAI with $92 billion — ▲ · impact +40 · confidence low · horizon quarters
  9. · ◇ What if… Ohio enacts data center moratorium by December 31, 2026 — ▲ · impact +40 · confidence low · horizon quarters
  10. · Google nuclear deal could strengthen Constellation Energy outlook — ▲ · impact +52 · confidence medium · horizon weeks
  11. · Constellation Energy shares rise 12.3% in trading — ▲ · impact +81 · confidence medium · horizon immediate
  12. · Alphabet's Cloud backlog tops $500 billion — ▲ · impact +35 · confidence low · horizon quarters
  13. · Talen Energy shares rise 12.4% in trading — ▲ · impact +76 · confidence medium · horizon immediate
  14. · S&P 500 hits record high as nuclear stocks surge — ▲ · impact +73 · confidence medium · horizon weeks
  15. · Nebius has $40 billion in customer commitments, mostly from two — ▲ · impact +45 · confidence low · horizon quarters
  16. · ◇ What if… Republicans win Texas Senate race in 2026 — ▲ · impact +28 · confidence low · horizon quarters
  17. · ◇ What if… Democrats win Texas Senate race in 2026 — ▼ · impact -24 · confidence low · horizon quarters
  18. · Talen Energy expands buyback plan with $1.5 billion repurchase — ▲ · impact +47 · confidence medium · horizon immediate
  19. · GE Vernova's BWRX-300 secures first US construction permit — ▼ · impact -15 · confidence low · horizon quarters
  20. · Amazon signs 20-year nuclear power deal — ▼ · impact -24 · confidence low · horizon quarters
  21. · ◇ What if… Anthropic leads AI models at the end of October 2026 — ▲ · impact +36 · confidence low · horizon quarters
  22. · CRK signs $1.65 billion framework agreement with SOCAR — ▼ · impact -20 · confidence low · horizon quarters
  23. · Generac signs $2.4 billion generator deal with Amazon — ▼ · impact -12 · confidence low · horizon quarters
  24. · NuScale Power nears transformative small modular reactor deal — ▼ · impact -28 · confidence low · horizon quarters
  25. · Alphabet reports 82% Google Cloud revenue growth and $514 billion backlog — ▲ · impact +36 · confidence low · horizon quarters
  26. · ◇ What if… Bitcoin reaches $80,000 in September — ▲ · impact +15 · confidence low · horizon quarters
  27. · NextEra secures up to $1.9 billion to restart Iowa nuclear plant — ▲ · impact +38 · confidence low · horizon weeks
  28. · ◇ What if… AI data center demand grows 25% as power connections lag — ▲ · impact +73 · confidence medium · horizon weeks

All scenarios · Run a scenario · Pricing