VST is trading 3.9% up at $154.87 following a multi-day rally tied to accelerating AI-driven power demand and PJM market strength.

  • PJM Interconnection is reportedly accelerating its data-center capacity procurement timeline, positioning Vistra as a primary beneficiary of the AI infrastructure buildout.
  • Recent momentum is supported by strong Q1 results, improved credit ratings, and strategic expansion moves including the Cogentrix acquisition and nuclear PPAs with Meta.