Vistra Corp. (VST) has experienced a trend that “has not happened since the 90s.”

Recently released Jim Kramer of 12 shares recently spoke in his “idea-driven” market. Vistra Corp. (NYSE: VST) is one of the stocks that Jim Kramer has recently discussed.

Vistra Corp. (NYSE: VST) is a substantial US utility company, with its stakes 28% since the start of the year. The stock mainly benefits from investor interest in AI and the expected increase in electricity demand. Vistra Corp. (NYSE: VST)’s presence in the nuclear power industry and its partnership with Microsoft combines stock performance with US AI-induced power demand. However, other AI energy plays like Talen are lagging behind as investors wonder about Vistra Corp. (NYSE: VST)’s ability to land with major AI companies. Cramer commented on stocks in the idea-driven market context.

“I think we need to realize that we’re not in the Fed market. We’re in the market where people say, you know what, those data centers need a lot of power. Theme.”

Solar panel workers installing new farms for clean energy generation.

Cramer discussed Vistra Corp. (NYSE: VST) in detail in February, when stocks lost more than 7% per year in the aftermath of Deepseek Selloff. Here’s what he said:

“What about walloping at nuclear power plants like Vistra and Constellation Energy? These stocks are on the roller coaster and are on the downside now. They will replace them so they don’t wear seat belts. If Microsoft actually cuts capital expenditures in the data center, that’s not that important if it’s what we heard on Friday.

While we acknowledge the potential of VST as an investment, our conviction lies in the belief that some AI stocks hold a greater promise to offer higher returns and limited downside risk. If you’re looking for a very inexpensive AI stock that is also a major beneficiary of Trump’s tariffs and supervision, check out our free report. Best Short-Term AI Stocks.