US Morning Call

This report provides updates on Vistra Corp's data center power initiatives and the U.S. refining sector, including specific stock recommendations.

Key Takeaways

• 1.Vistra Corp. (VST) is highlighted for its involvement in the Helix Digital Infrastructure launch, supporting data center power needs.
• 2.Refining sector remains bullish with analyst recommendations on MPC, PARR, and DK, noting the rarity of new U.S. refinery construction.

Table of Contents

• Featured Analysts
• Notes on the Call
• Global Market Intelligence
• Resource Corner
• In the News
• Market Themes
• Macro Publications & Features
• Micro Publications & Features
• Listening in at Goldman Sachs
• Disclosure Appendix
• Reg AC
• GS Factor Profile
• M&A Rank
• Quantum
• Disclosures
• Distribution of ratings/investment banking relationships
• Regulatory disclosures
• Additional disclosures required under the laws and regulations of jurisdictions other than the United States
• Ratings, coverage universe and related definitions
• Coverage Universe
• Global product; distributing entities
• General disclosures