Vistra has more pricing power than many utility companies. It’s poised to benefit from a surge in energy demand from data centers.
Source: https://www.fool.com/investing/2026/01/09/what-is-one-of-the…
U.S. software stocks headed toward their fourth consecutive session of gains on Tuesday, attempting a comeback after being battered for much of the year on fears of disruption from artificial intelligence.
As investors debate whether artificial intelligence will ultimately make large portions of the software industry obsolete, it is becoming increasingly important to separate which types of software are vulnerable from those that are structurally resilient. AI will undoubtedly disrupt certain areas, particularly simple applications, dashboards, and point solutions that can be replicated quickly with generative tools.
In its Q1 FY2026 results, Applied reported non-GAAP EPS of $2.38 against a $2.21 estimate, a 7.84% beat, with record DRAM revenue now representing 34% of Semiconductor Systems revenue, up from 27% year over year.
