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Nuclear Power "Quarterback" in Electricity Demand, VST Diversified Play

Nuclear Power "Quarterback" in Electricity Demand, VST Diversified Play

Schwab Network · Schwab Network

May 14, 20256m 49s

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Show Notes

"Vistra (VST) is an interesting story" in utilities, says Morningstar's Travis Miller. He says all nuclear power plays have been "hot picks" for investors but considers Vistra more diversified with its legacy non-renewable businesses. Nate Bradley says he likes the space and considers nuclear power the catalyst to a "perfect storm" of developments in A.I., EVs, and robotics.


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