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Constellation Energy vs. Vistra: 2 Very Different Bets on the Same AI Power Boom. Here's Which One I'd Buy.

These two independent power producers are both benefiting from the AI boom.

Constellation Energy vs. Vistra: 2 Very Different Bets on the Same AI Power Boom. Here's Which One I'd Buy.

Published September 16, 2026 · Category: Finance

Overview

The AI market's rapid expansion has sparked a massive increase in electricity demand, especially among data centers, over the past few years. That AI power boom is generating strong tailwinds for Constellation Energy (NASDAQ: CEG) and Vistra (NYSE: VST), two of the largest independent power producers in the United States.

Over the past three years, Constellation's stock has rallied 137%, and Vistra's stock has soared 330%. Let's see which of these AI-driven electrification stocks is a better buy right now.

Image source: Getty Images.

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Originally published at www.fool.com.

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Disclaimer: This article is for informational purposes only and does not constitute investment advice. Data may be delayed up to 15 minutes. Past performance is not indicative of future results. Consult a licensed financial advisor before making investment decisions.