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This Utility Stock Could Benefit From the AI Power Bottleneck

The Motley Fool·07/17/2026 07:05:10
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Vistra (NYSE: VST) is becoming part of the AI infrastructure debate as big tech races to secure reliable electricity. With nuclear assets, dispatchable power, and long-term hyperscaler agreements, Vistra could benefit if electricity scarcity becomes one of the biggest constraints in the AI boom.

*Stock prices used were the market prices of July 6, 2026. The video was published on July 14, 2026.

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Rick Orford has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Vistra. The Motley Fool has a disclosure policy. Rick Orford is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through their link, they will earn some extra money that supports their channel. Their opinions remain their own and are unaffected by The Motley Fool.