Investors find opportunity in Vistra and Vertiv stocks

Many investors are currently worried about AI stocks after a recent sell-off in the market. This pullback is attributed to profit-taking, competition from a Chinese start-up called DeepSeek, and concerns over high valuations. However, some companies still offer solid investment opportunities, notably Vistra and Vertiv. Vistra is a power generation company that excels in electricity from nuclear and renewable sources. After strong stock performance last year, investors are taking profits, but Vistra remains appealing. The company significantly expanded its nuclear capacity and renewable projects last year. This growth is important as leading cloud service providers like Microsoft, Amazon, and Google are looking to procure nuclear power for their data centers. Nuclear energy offers a stable and carbon-free solution, making it favorable for the increasing electricity demands of AI and other technologies. Meanwhile, Vertiv, a maker of critical equipment for data centers, is led by a well-respected CEO. The company’s sales have surged, showing an 18% year-over-year increase and a growing backlog of orders. Despite some recent difficulties in Europe due to administrative delays, demand for Vertiv's services remains strong. With its stock price down, Vertiv presents an enticing investment opportunity, trading at attractive valuations. Analysts project strong earnings growth for the company in the coming years. Both Vistra and Vertiv appear to be solid choices for investors looking to buy on this market dip.