Investing in the AI Energy Boom: Vistra Energy, Vertiv, or Constellation Energy?

Thursday, Jan 29, 2026 2:25 am ET1min read
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The article discusses three companies - Constellation Energy, Vertiv, and Vistra - as top stocks for investing in the AI energy bottleneck. Constellation Energy has the largest US nuclear fleet, while Vistra has stronger growth rates projected in 2026. Vertiv delivered 122% earnings growth in Q3 2025 due to surging demand for data center cooling and power distribution equipment. Vistra Energy has a diversified generation portfolio and a forward P/E of 16x, with a consensus price target of $230.

Investing in the AI Energy Boom: Vistra Energy, Vertiv, or Constellation Energy?

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