NYSE:VST
NYSE:VSTRenewable Energy

Vistra’s Data Center-Focused Gas Deals And Carbon-Free Contract Might Change The Case For Investing In Vistra (VST)

Vistra recently expanded its generation footprint by acquiring seven natural gas plants from Lotus Infrastructure Partners and signed a 20-year agreement to supply 1,200 MW of carbon-free power, moves aimed at serving rising electricity needs from data centers and other power-intensive customers. By pairing additional gas-fired capacity in high-demand regions with long-duration contracted carbon-free output, Vistra is reshaping its portfolio mix toward more secure, long-term cash flows tied...
SEHK:981
SEHK:981Semiconductor

Assessing Semiconductor Manufacturing International (SEHK:981) Valuation After Strong One Year Shareholder Returns

Semiconductor Manufacturing International (SEHK:981) has drawn fresh attention after recent share price moves, with the stock showing a mix of gains over the past month and declines over the past 3 months. See our latest analysis for Semiconductor Manufacturing International. At a current share price of HK$76.5, Semiconductor Manufacturing International has seen strong short term momentum, with a 7 day share price return of 9.99% and a 30 day share price return of 9.68%, while the 90 day...
NYSE:TWO
NYSE:TWOMortgage REITs

A Look At Two Harbors Investment (TWO) Valuation After Recent Share Price Strength

Two Harbors Investment (TWO) has been drawing attention after recent share moves, with the stock last closing at $10.58. You might be asking how its income profile and value score of 4 fit together. See our latest analysis for Two Harbors Investment. The recent 1 day share price return of 0.76% and 30 day share price return of 3.52% sit alongside a 90 day share price return of 9.64%. Meanwhile, the 1 year total shareholder return of 1.75% contrasts with a 5 year total shareholder return...
NYSE:NRG
NYSE:NRGElectric Utilities

How Investors Are Reacting To NRG (NRG) Board Exit Amid Cedar Bayou Financing And Buyback Push

On January 2, 2026, NRG Energy disclosed that director Kevin T. Howell resigned from the Board effective immediately to pursue another opportunity, with the company stating his departure did not stem from any disagreement over operations, policies, or practices. His exit comes shortly after NRG secured a US$562 million low-interest loan for its 689 MW Cedar Bayou power project and authorized a US$3.00 billion share repurchase program alongside an 8% dividend increase, underscoring ongoing...
NYSE:MP
NYSE:MPMetals and Mining

MP Materials (MP) Is Up 8.8% After DoD Deal Completion And Insider Stock Pay - What's Changed

MP Materials recently gained attention after an 8.81 percent single-day rise to start 2026, following a broader commodities upswing, completion of a U.S. Department of Defense partnership in mid‑2025, and a director choosing to receive compensation in company stock. This mix of policy-linked support, defense collaboration and insider confidence reinforces MP Materials’ role as a U.S. rare earth supplier tied to clean energy and security priorities. Now we’ll explore how the finalized U.S...