Vistra

VST

Market cap $57.3B

VST stock climbs 2% on a $4 billion Cogentrix deal and a 20-year clean power pact with Meta.

Access to energy is one of the biggest bottlenecks to the AI race. Big Tech companies have been on an energy-related hiring spree as they get to grips with the market.

IRVING, Texas, Jan. 12, 2026 /PRNewswire/ -- Vistra Corp. (NYSE: VST) (the "Company" or "Vistra") announced today the pricing of a private offering (the "Offering") of $2.25 billion aggregate principal amount of senior secured notes, consisting of $1.0 billion aggregate principal amount of senior secured notes due 2031 at a price to the public of 99.954% of their face value (the "2031 Notes") and $1.250 billion aggregate principal amount of senior secured notes due 2036 at a price to the public of 99.745% of their face value (the "2036 Notes" and, together with the 2031 Notes, the "Notes")  to qualified institutional buyers pursuant to Rule 144A under the Securities Act of 1933, as amended (the "Securities Act"), and to certain non-U.S. persons in accordance with Regulation S under the Securities Act. The Notes will be senior, secured obligations of Vistra Operations Company LLC, a Delaware limited liability company and an indirect wholly owned subsidiary of the Company (the "Issuer").

S&P 500 nuclear component Vistra continued to advance Monday after Friday's Meta Platforms deal announcement.

Vistra (VST) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions may not translate into further price increase in the near term.

IRVING, Texas, Jan. 12, 2026 /PRNewswire/ -- Vistra Corp. (NYSE: VST) (the "Company" or "Vistra") announced today the launch of senior secured notes due 2031 and senior secured notes due 2036 (collectively, the "Notes") in a private offering (the "Offering") to qualified institutional buyers pursuant to Rule 144A under the Securities Act of 1933, as amended (the "Securities Act"), and to certain non-U.S. persons in accordance with Regulation S under the Securities Act. The Notes will be senior, secured obligations of Vistra Operations Company LLC, a Delaware limited liability company and an indirect wholly owned subsidiary of the Company (the "Issuer").

Nuclear energy has seen a hot start to 2026, benefitting from positive sentiment around artificial intelligence, ongoing support from the US government, and notable nuclear news from Meta (META).

Beyond obvious AI plays like Nvidia, experts see opportunity in shares of infrastructure companies, some of which remain cheap.

Meta Platforms needs nuclear energy to meet its soaring electricity demands. Vistra aims to supply the AI giant with affordable power for decades to come.

Bank of America's Andrew Obin joins 'Closing Bell Overtime' to talk the pace of data center investment as AI companies race to build out capacity.