We recently published Trending Analyst Calls: 10 Stocks to Buy and Sell. Vistra Corp. (NYSE:VST) is one of the trending analyst calls. Doug Clinton, Deepwater Asset Management, said in a recent program on CNBC that he’d owned Vistra Corp (NYSE:VST) in the past, but now he’s concerned about the stock’s valuation. The analyst recommended investors to prefer AI hardware and software stocks instead of AI energy plays. “We have owned some of those names particularly Vistra Corp (NYSE:VST) and GE Vernova in th ...

Core Viewpoint - The current AI bull run is characterized as a boom rather than a bubble, with expectations for continued growth driven by major technology companies and AI capital expenditures [2][3]. Group 1: AI Market Insights - The AI bull run is showing no signs of slowing down, with notable Wall Street analysts optimistic about its continuation [1]. - Michael Kantrowitz from Piper Sandler emphasizes that the current economic conditions do not suggest an imminent bubble burst, as the economy remains strong and monetary policy is shifting towards easier conditions [3]. Group 2: Hedge Fund Investments - Hedge funds are increasingly investing in specific stocks, with a strategy that has outperformed the market significantly since May 2014, returning 427.7% [6]. - The iShares Biotechnology ETF (NASDAQ:IBB) is highlighted as a potential beneficiary of M&A activity in the biotech sector, driven by the need for big pharma to rebuild their pipelines [7]. - Ares Capital Corporation (NASDAQ:ARCC) is being bought despite credit market concerns, with expectations of a 10% yield and potential for a 20% total return in the coming year [9]. - IONQ Inc (NYSE:IONQ) is viewed as a long-term investment in quantum computing, but analysts caution that profitability may take several years to materialize [10]. - Vertiv Holdings Co (NYSE:VRT) is recognized for its strong position in the data center market, with significant growth potential and a backlog of $8.5 billion [12][13]. - First Solar Inc (NASDAQ:FSLR) is considered a cheap energy stock with potential benefits from increasing AI power demands and supportive U.S. energy policies [16][17]. - Vistra Corp (NYSE:VST) has seen rising stock prices due to expectations of increased power demand from AI, although concerns about valuation have been raised [17].

Group 1 - Vistra Corp. (NYSE:VST) is highlighted as a stock of interest among analysts, particularly for its effective cash redeployment and strong operating cash flows of 9% to 11% [1][2] - The company has retired approximately 30% of its float since 2021, indicating a strong capital allocation strategy [2] - Increasing forecasts for future power demand, driven by the growth of artificial intelligence, have positively impacted Vistra's stock performance and investor expectations for future power prices [2] Group 2 - Vistra's potential to secure future power purchase agreements (PPAs) with large technology firms is seen as a significant growth driver to meet the energy demands of AI initiatives [2] - The company operates as an integrated electricity and power generation entity, positioning it well in the evolving energy landscape [2]

Group 1: Energy Sector - JP Morgan has increased its price target for Vistra Corp (VST) to $248 from $227, indicating a positive outlook for the company [1][8] - Vistra Corp's stock was trading around $206.27, with analysts maintaining an average "overweight" rating and a mean price target of $230.57 [2] Group 2: Airline Sector - JP Morgan has cut its price target for Wizz Air (WIZZ) to 1050p from 1100p, suggesting a more cautious outlook for the airline [5][8]