Jim Cramer Looked at 5 Stocks, Including NVIDIA, Vistra, and Lightwave

2. Vistra Corp. (NYSE:VST)

Vistra Corp. (NYSE:VST) was among the stocks Jim Cramer looked at as he discussed the recent bounce in software stocks. A caller asked for Cramer’s insight on the stock, and he said:

Okay, oh, this is, you know what? I’ve been looking at this company, and I really think that at this very moment, you can go back to both Vistra and Constellation, I really do, but you know what’s my favorite in the group, and it was down a lot today, Jeff Martin, are you listening? I like Sempra.

Vistra Corp. (NYSE:VST) is an integrated energy provider that produces electricity and sells power and natural gas to millions of homes and businesses. The company manages a portfolio of nuclear, solar, and natural gas facilities and oversees fuel logistics and the decommissioning of old plants. Brown Advisory stated the following regarding Vistra Corp. (NYSE:VST) in its fourth quarter 2025 investor letter:

Vistra Corp. (NYSE:VST): Operates as a retail electricity and power generation company. Vistra (VST) benefited from rising power demand in Texas, increased interest from data center customers in directly sourcing generation, and growing investor appreciation for nuclear assets. During the year, the company signed a large power purchase agreement with a major hyperscaler for its Comanche Peak nuclear facility in Texas, and we see the potential for additional large deals in the future.