Stock Movers: Vistra Surges on Meta Deal, GM Drops on EV Charges, Southwest Climbs on Upgrades

Vistra's Surge on Meta Power Deal

• 💡 Vistra (VST) shares saw a significant increase, up over 13%, marking its biggest gain since April 2025.
• ⚡ This surge is attributed to a new 20-year power purchase agreement with Meta Platforms, Inc., for over 2,600 MW of zero-carbon power from three nuclear plants.
• 💰 Analysts suggest this deal could represent billions in total revenue for electricity generators, positioning Meta as a major buyer of nuclear power among hyperscale peers.

General Motors' EV Investment Charges

• 📉 General Motors (GM) shares declined by 1.5% following the announcement of an additional $6 billion in charges.
• 🔋 These charges are tied to production cutbacks in its electric vehicle and battery operations, bringing total write-downs on EV investments to $7.6 billion.
• ⚠️ The situation reflects broader challenges in the EV market, including the impact of reduced federal tax credits for EV buyers.

Southwest Airlines' Positive Outlook

• 📈 Southwest Airlines (LUV) shares rose by 2.5% after receiving a double upgrade from JPMorgan.
• 🎯 JPMorgan raised its recommendation to overweight from underweight and added the stock to its Positive Catalyst Watch list.
• 📊 The upgrade is based on expectations of increased earnings-per-share guidance ahead of the upcoming earnings report, with another analyst also raising their price target.