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FTSE 100 Live: Stock Futures Ease as Middle East Uncertainty Persists
2.
Vistra Earnings Offer Window Into Power Generation Ramp-Up for AI Data Centers
Beneath the obvious AI hyperscaler stocks — Meta, Nvidia and so on — lies another layer of trades: the energy companies providing the power AI needs to, for instance, edit your ex out of the family photo. Vistra, one of the leading US power generators, reports this morning as it builds out capacity to meet the demand of AI giants. Rival power provider Constellation Energy meanwhile boosted its forecast for the year yesterday after reporting $7.5 billion in second-quarter sales.
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📊TRLV Earnings Incoming!
+12.50% YTD return for TRLV as of June 30, 2026.
Andrew’s note in the memo says the past year felt like a grind, but the tide’s finally shifting and 2026 is shaping up to be the one. He’s urging the team to keep moving forward, one step at a time.
On the macro side, the NFP employment report is due soon, and the U.S. Investing Championship just set a new record, adding a bit of extra buzz to the market.
For context, the fund posted +39.1% in 2025, +254% in 2024, and +103.5% in 2023, showing a steep climb before this modest 12.5% stretch.
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StockQuakes - AI Stock Analyzer - 5000 Stocks Daily
*PAID = Stock Symbol Viewable with Paid Subscription StockQuakes Top 10 Average Index Charts StockQuakes identify noteworthy changes in the market. StockQuakes sizes can be small, medium, large, and huge. The Daily Top 10 UP Average Index is an aggregate value of noteworthy changes in stocks that ended the day with stock prices higher than they opened per our AI algorithms. The Daily Top 10 UP Average Index is HUGE today with a StockQuakes level of 11.52. Here is a chart of the Daily Top 10 UP Average Index values for the last 10 trading days.
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TerrAscend Earnings + Call Notes
$67.1M Revs; est. $66.4M $36.3M GP; est. $34.6M 54% GM; est. 52.1% ($10.1M) NI; est. ($9M) ($0.04) EPS; est. ($0.02) $7.4m OPCF $5.7m FCF Q2 2026 Net Revenue of $67.1 Million, Up Sequentially and Year-Over-Year Q2 2026 Gross Profit Margin of 54.0%, Up 120 Basis Points Sequentially and 290 Basis Points Year-Over-Year Q2 2026 Net Cash Provided from Continuing Operations of $7.4 Million, Representing 12.5% Operating Cash Flow Yield Q2 2026 Free Cash Flow¹ of $5.7 Million, Representing 9.9% Free Cash Flow Yield 16th Consecutive Quarter of Positive Cash Flow from Continuing Operations and 12th…