Winter’s Fury: Behind the 78.4% Surge in U.S. Natural Gas PricesThe U.S. energy market was rocked in January 2026 as natural gas prices skyrocketed by a staggering 78.4%, catapulting from a December average of $4.25 per million BTU to a peak average of $7.58. This historic surge, detailed in the latest World Bank Commodity Markets report,
NRG Energy Announces Appointment of New Independent Director
NRG Energy, Inc. (
NYSE: NRG) today announced that Sanjay Kapoor has been appointed to its Board of Directors, effective February 3, 2026. Mr. Kapoor also will serve on the Board’s Audit Committee.
NRG Energy Updates 2026 Guidance and Announces Full Year and Fourth Quarter 2025 Earnings Call
NRG Energy, Inc. (
NYSE: NRG) today announced updated 2026 financial guidance following the close of its acquisition of a portfolio of assets from LS Power on January 30, 2026. The updated guidance reflects approximately 11 months of ownership of these assets in 2026.
NRG Energy Completes Acquisition of 13 GW of Power Generation and C&I VPP Portfolio from LS Power
NRG Energy, Inc. (
NYSE: NRG) today announced that it has completed the acquisition of a portfolio of generation assets and CPower from LS Power. The transaction strengthens NRG’s platform to deliver reliable and affordable energy and flexible demand solutions as load growth continues.
NRG Energy Receives All Regulatory Approvals for LS Power Portfolio Acquisition
NRG Energy, Inc. (
NYSE: NRG), today announced it has received antitrust clearance from the U.S. Department of Justice (DOJ) for its previously announced acquisition of 18 natural gas generation facilities and a commercial and industrial virtual power plant platform (C&I VPP) from LS Power.
NRG Energy, Inc. Announces Quarterly Dividend
NRG Energy, Inc. (
NYSE: NRG) today announced that its Board of Directors has declared a quarterly dividend on the Company’s common stock of $0.475 per share, or $1.90 per share on an annualized basis. This dividend represents an 8% increase from the prior year, in line with the Company’s previously announced annual dividend growth rate target of 7–9% per share. The dividend is payable on February 17, 2026, to stockholders of record as of February 2, 2026.
Utility 2.0: The Deep-Dive on Vistra Corp’s (VST) AI-Powered TransformationAs of January 22, 2026, the intersection of artificial intelligence and energy infrastructure has reached a fever pitch, with Vistra Corp. (
NYSE: VST) standing at the very center of the storm. Once viewed as a legacy power producer emerging from a complex bankruptcy, Vistra has reinvented itself as a "Utility 2.0" powerhouse. Today, the company [...]
Power, Intelligence, and Integration: A Deep Dive into NRG Energy (NRG) in 2026Date: January 22, 2026 Introduction As of early 2026, the energy landscape in the United States has undergone a fundamental shift, moving from a commodity-driven utility model to a high-stakes race for grid reliability and technological integration. At the center of this transformation is NRG Energy (
NYSE: NRG), a company that has successfully shed its [...]
The Nuclear Renaissance: Why Vistra Corp is the Bedrock of the AI EraToday’s Date: January 19, 2026 Introduction In the financial annals of the mid-2020s, the most significant story wasn’t found in a Silicon Valley garage or a generative AI software lab, but in the control rooms of massive nuclear reactors in the Rust Belt and Texas. Vistra Corp (
NYSE: VST) has emerged as the unlikely protagonist [...]
The 'Eureka Moment': Piper Sandler’s Macro Select Model Pivots to Bargain Cyclicals for 2026As the 2026 trading year kicks into high gear, Wall Street is closely watching the latest reshuffling of Piper Sandler’s influential 'Macro Select' model. After a stellar 2025 that saw the model outpace the broader market by a significant margin, Chief Investment Strategist Michael Kantrowitz has signaled a definitive
Vistra Corp (VST) Deep Dive: The AI-Power Proxy of 2026Today, January 9, 2026, Vistra Corp (
NYSE: VST) stands at the epicenter of a historic realignment in the global energy sector. Once viewed as a cyclical utility play, Vistra has successfully rebranded itself as a mission-critical provider of "AI infrastructure" through its unique combination of nuclear baseload and flexible gas generation. As the stock emerges [...]
The AI Power Play: How NRG Energy Reclaimed the Texas Grid and BeyondNRG Energy, Inc. (
NYSE: NRG) has undergone a radical transformation, evolving into an integrated energy and technology platform at the heart of the "data center demand supercycle." As of January 9, 2026, the company is a benchmark for legacy utilities pivoting toward high-growth AI infrastructure. Historical Background NRG’s journey began in 1989. After navigating a [...]
NRG Energy Announces Leadership Succession Plan
NRG Energy, Inc. (
NYSE: NRG) today announced that its Board of Directors has appointed Robert J. Gaudette, Executive Vice President, President of NRG Business and Wholesale Operations, as Chief Executive Officer, effective April 30, 2026, the date of the Company’s 2026 Annual Meeting of Stockholders. In connection with his appointment as CEO, the Board has named Mr. Gaudette President of NRG, effective today. The Board also plans to nominate Mr. Gaudette for election to the Board at the 2026 Annual Meeting.
Vistra Corp. (VST): The AI Powerhouse Redefining the Modern GridToday’s Date: December 23, 2025 Introduction As 2025 draws to a close, few stories in the American equity markets have been as compelling as the transformation of Vistra Corp. (
NYSE: VST). Once perceived as a legacy "boring" utility—a relic of a massive Texas-based bankruptcy—Vistra has successfully rebranded itself as a high-growth infrastructure play at the [...]
S&P 500 Eyes 7,000 Milestone: Technical Breakout Sets the Stage for a High-Stakes 2026As the final closing bell of 2025 rings on Wall Street, the S&P 500 (SPX) stands on the precipice of history. After a year defined by a "triple-tailwind" of aggressive Federal Reserve easing, a fundamental shift in the artificial intelligence revolution, and surprisingly resilient corporate earnings, the benchmark index
S&P 500 Hovers at the Flatline: A Masterclass in Market Resilience or the Quiet Before a 2026 Storm?As the sun sets on 2025, the S&P 500 is holding its breath. In a trading session characterized by thin holiday volume and a notable absence of institutional conviction, the benchmark index spent much of Tuesday, December 30, 2025, hovering precariously around the flatline. Trading near the 6,910
The Santa Claus Rally That Wasn't: Markets Retreat in Final Week of 2025As of today, December 29, 2025, the traditional "Santa Claus Rally"—a seasonal phenomenon where stocks typically rise in the final five trading days of December and the first two of January—has officially fizzled. What began as a hopeful mid-month surge following a Federal Reserve interest rate cut has
Tech Giants Stumble: S&P 500 Retreats from Record Highs as Investors Pivot for 2026The final trading week of 2025 has opened with a decisive shift in market sentiment, as the S&P 500 index saw a sharp pullback on Monday, December 29. After a year defined by relentless growth and several historic milestones, investors are aggressively selling off high-flying technology names to lock
