TradingKey - US electricity demand is entering a new growth phase. AI data centers and manufacturing expansion are driving up power consumption, while a strong El Niño in the winter of 2026–2027 could alter temperatures, precipitation, and electricity demand across different regions of the United States.

TradingKeyFri, Sep 18

Vistra: AI Makes Power Plants More Valuable, But a 31% Drop Still Isn't Cheap

Vistra (VST) shares have fallen roughly 31% from their peak, but is the stock truly cheap now? From 44 GW of power generation assets, electricity supply and demand dynamics in PJM and Texas, and 20-year nuclear power contracts with Meta and Amazon, to a projected 2027 EBITDA of approximately $8.4 billion and a 12-month fair value of $166, this breakdown examines how AI data center electricity demand is transforming VST's earnings and valuation.

TradingKeyFri, Sep 11

GE Vernova: No Shortage of Orders, But Lacks a Margin of Safety

An in-depth analysis of GE Vernova (NYSE: GEV): AI data centers are driving up demand for gas turbines and grid equipment, with order backlogs extending years into the future. This article breaks down GEV's Power and Grid segments, the front-loading of gas turbine orders, sales opportunities per GW for data centers, its 2028 earnings trajectory, and fair valuation to assess whether the current stock price has already priced in future growth.

TradingKeyTue, Sep 8

GE Vernova Revenue Beats Estimates But Fails to Offset Profit Pressure, Shares Slump Over 10% Pre-Market

TradingKey - Against the backdrop of the ongoing global boom in AI data center construction and the acceleration of investment in power infrastructure, GE Vernova (GEV) delivered quarterly results featuring strong revenue and record-high orders. However, as profitability failed to meet market expectations, the company's share price dropped more than 10% in pre-market trading, following a previous rise of nearly 7%.

TradingKeyWed, Jul 22

Pre-Market Surges Nearly 12%. Oklo Obtains US Department of Energy Nuclear Fuel Negotiation Eligibility.

TradingKey - Nuclear energy company Oklo (OKLO) announced Tuesday that it has been selected by the U.S. Department of Energy to enter high-level negotiations to acquire legacy Cold War-era weapons-grade plutonium and convert it into fuel for advanced nuclear reactors. Boosted by the news, Oklo's pre-market gains expanded by nearly 12% at one point.

TradingKeyTue, May 26

PPI Report April 2026: How Inflation Data Is Moving HIMS, CEG, and PLUG Stock Today

TradingKey - Wall Street is navigating a two-day inflation gauntlet. Tuesday's CPI print for April arrived hotter than expected, rattling equity markets from telehealth to nuclear energy. Wednesday morning brings the Producer Price Index (PPI) for April — and if today's Consumer Price Index is any g

TradingKeyWed, May 13