Energy & Utilities
Vistra
An integrated power generation company with a roughly 50 GW fleet spanning nuclear, gas, coal, and solar, which has locked in over 3.8 GW of 20-year nuclear power purchase agreements with AWS and Meta, turning existing nuclear plants into revenue-anchored assets for AI hyperscalers. Vistra reported Q1 2026 revenue of $5.64 billion (up 43% year-over-year) and swung to a $1.03 billion profit, with Fitch upgrading the company to investment-grade BBB- in March 2026; the stock is down about 13% over the past month heading into its August 7, 2026 earnings report.
Leading Indicators
Hiring and patent filing trends — the underlying numbers Momentum is computed from. Insider filing activity is tracked separately under Sources below.
Sources
Every claim traced to a primary source — evidence, recent activity, and insider filing behavior, all in one place.
Evidence
4 sources · 1 government/SEC filing · 68% avg. source confidence
- U.S. Securities and Exchange Commission (EDGAR) — Vistra Corp. FY2025 Annual Report (Form 10-K), filed with the SEC95% source confidence
- Yahoo Finance — Vistra taps AI data center surge with long-term tech power deals62% source confidence
- Use Luminix — Vistra 50GW fleet, nuclear PPAs and AI data center strategy54% source confidence
- Yahoo Finance — Vistra Q1 2026 revenue jumps 43% to $5.64B; Fitch upgrades to investment-grade62% source confidence
Latest Activity
Insider Filing Activity
Counts filing frequency only — transaction direction/size wasn't parseable from the sampled filings · sourced from SEC EDGAR · as of Jul 28, 2026
Dependency Map
What Vistra depends on below, and who depends on Vistra above — click any node to make it the new center, 5 levels deep.
Connection type
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The Story So Far (last 6 months)
Auto-generated from this entity's dated milestones, relationship updates, and sourced evidence — not AI-written, just sorted.