$VST Vistra Tape Reports
Per Ticker.id: $VST Vistra Tape Reports — 2 podcast mentions across 2 podcasts (30 days), latest 2026-08-12 23:13 UTC.
Hey, Jim, on Squawk this morning, your friend David said that two-thirds of the electric projects won't ever happen. And in light of that, I wanted to know what your thoughts are on Vistra and if they're too reliant.
Speaker B — Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 8/12/26 · 2026-08-12Oh, no, I like Vistra. I'm going to give it two for— I like Vistra and I like Constellation Energy. I think these things are oversold and they make a ton of sense. Cosplay Energy, by the way, is a really fantastic company. And that, ladies and gentlemen, is the conclusion of the Lightning Round! The Lightning Round is sponsored by Charles Schwab.
Jim Cramer — Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 8/12/26 · 2026-08-12Yeah, there's actually a few more. There's a wave of earnings driving the chip trade higher this morning. Foxconn overnight in Asia, plus Momentum. And then you mentioned CoreWeave. There was Nebbius this morning and Supermicro, and they all delivered. And it really just lands after a brutal July sell-off. The message was pretty consistent across all of those earnings. You can see them all in the green right now. The world remains short on compute. GPU pricing keeps rising, and order visibility now stretches into 2027 and even 2028. Let's start with CoreWeave, though, because shares are popping 17, almost 18% after its best quarter as a public company. It raised its guidance on revenue. It its active power as well as CapEx backlog sits around $104 billion, which is up sequentially. That doesn't even count more than $25 billion in new deals signed in July. What moved the stock is better operating margins as well as guidance. GPU rental prices keep climbing. Even a 6-year-old chip like the A100, and then roughly 25%, they saw price hikes in July, which points to wider margins into year-end. Nebbius, Similar, NeoCloud told a similar story, beating on profit, and that strength really ripples out to power cooling like Vistra and Vertiv. The one check specifically for CoreWeave and Nebbius is debt. CoreWeave is funding the entire buildout with borrowed money, and ballooning interest bills is keeping it in a net loss, even as its operating margins did improve to 5%. Then you have Supermicro. Margins came in more than double than the guide, driving a big earnings beat, though revenue landed near the low end. The standout was $60 billion of orders orders in a single quarter and record backlog. Again, this is an AI server assembler and they had enterprises upgrading to newer systems, which obviously is strong for demand. One overhang remains the open investigation into its China GPU server shipments. There's been some drama there. But overall, just after a tough July, this earnings stretch gave the AI trade its best argument in weeks. Demand is real, is still growing, especially with these long-term contracts. And so is the bill for building it.
Christina Partsinevelos — Squawk on the Street · 11AM Hour: Former Treasury Secretary Jack Lew, Quantinuum CEO on Earnings & Google's New Pixel Lineup 8/12/26 · 2026-08-12