Stock Movers: Sempra, Boeing, and Vistra Discussed by Bloomberg Analysts

Sempra's Infrastructure Deal

• ⚡ Sempra is up over 3% following news of a significant deal to sell a 45% equity stake in its infrastructure arm.
• 🤝 Affiliates of KKR and the Canada Pension Plan Investment Board are acquiring the stake for $10 billion.
• 🎯 This sale aims to increase Sempra's earnings from regulated US utilities to approximately 95%.
• 🗓️ The transaction is anticipated to close in the second or third quarter of 2026, pending regulatory approval.

Boeing Secures Major Orders

• ✈️ Boeing shares are rising, up nearly 3%, driven by positive order news.
• 🇺🇿 Uzbekistan Airways has placed an order for up to 22 Boeing 787 Dreamliner jets.
• 🇨🇳 Additionally, the US and China are reportedly weeks away from finalizing negotiations on a substantial Boeing aircraft order, potentially for 500 aircraft.

Vistra Downgraded Amidst Data Center Concerns

• 📉 Vistra shares have slipped more than 4% after a downgrade by Jefferies.
• ⚠️ Analysts cited concerns regarding the lack of an announcement for a data center deal related to its Comanche Peak nuclear power plant.
• 📈 Despite the recent pullback, Vistra shares have seen significant growth, up 53% this year, 258% in 2024, and 66% in 2023, largely benefiting from AI-driven data center demand.