Vistra, Constellation shares jump after $4.2 billion federal loan for nuclear upgrades

A reported $4.2B U.S. federal loan program to support nuclear plant upgrades boosts the near-term outlook for nuclear operators tied to AI-driven power demand, driving sharp moves in Vistra and Constellation. The news improves sector funding visibility and can lift sentiment across U.S. utility and nuclear-linked equities, while also reinforcing the broader market narrative of constrained power supply for data-center growth.