Wall Street lost roughly $2.5 trillion in Nasdaq market value on Thursday as investors dumped AI stocks. Fears of tighter AI regulation and slower data-center construction triggered the selloff. Friday brought a modest recovery, but the Nasdaq still posted its fourth straight weekly decline. Six large US stocks now look attractive to long-term investors, based on earnings, valuations, and analyst forecasts: Nvidia, Vistra, Amazon, Alphabet, Uber, and Netflix. Nvidia fell 9.3% Thursday, though quarterly revenue doubled to $96.2 billion. Vistra rose 10.5% Friday after a 50% jump in quarterly adjusted EBITDA. Uber's quarterly free cash flow reached $2.5 billion. All six keep bullish analyst consensus ratings, though the broader market remains technically weak.

A Motley Fool analyst picked GE Vernova over Vistra as the better power stock to own heading into 2027, citing its role in supplying the equipment behind rising electricity demand. GE Vernova reported FY 2025 revenue of nearly $38.1 billion, up about 8.9%, and net income of close to $4.9 billion. Vistra, a power producer and retailer serving about 5 million customers, posted revenue of about $17.7 billion and net income of roughly $944 million. Vistra is cheaper, with a forward price-to-earnings ratio of 10.9x against 30.8x for GE Vernova. The analyst favours GE Vernova because it sells infrastructure and so faces fewer regulatory risks. It also has a $197 billion backlog and is building a small modular reactor with Hitachi in Canada.

Vistra beats Q3 2026 estimates as revenue rises 28% to $6.35B. Revenue of $6.35B vs. $6.03B expected and adjusted EPS of $3.01 vs. $2.98; revenue up 28% from a year earlier. Vistra (VST) beat estimates for the third quarter of 2026 on both revenue and adjusted EPS. Revenue was $6.35 billion, up 28% from a year earlier, above the $6.03 billion estimate, and adjusted EPS was $3.01, up 72% from a year earlier, above the $2.98 estimate. Shares rose 5.0% in premarket trading as of 7:41 a.m. ET, to $118.50 from a $112.89 close. Adjusted EPS, up 72% YoY vs. $2.98 estimate Revenue, up 28% YoY vs. $6.03B estimate Shares premarket as of 7:41 a.m. ET Q3 2026 scorecard. | Parameters | Expected | Actual | Beat/Miss | | Adjusted EPS | $2.98 | $3.01 | Beat by 1.0% | | Revenue | $6.03B | $6.35B | Beat by 5.2% | | Change | YoY | QoQ | | Adjusted EPS | | 72% | | 291% | | Revenue | | 28% | | 58% | By its calculation, revenue was $315.6 million above the estimate and adjusted EPS was $0.03 above it. The QoQ column compares with the previous quarter's revenue of $4.02 billion and adjusted EPS of $0.77. The YoY column compares with $4.97 billion and $1.75 in the same quarter a year earlier. Track record. * EPS record. Adjusted EPS beat the estimate in 3 of the last 8 reports, including this one. * Revenue record. Revenue beat the estimate in 4 of the last 8 reports. * Revenue trend. Revenue over the last 5 reports, oldest first: $4.97 billion, $4.58 billion, $5.64 billion, $4.02 billion and $6.35 billion. What to watch. * Next-quarter estimates. Consensus calls for EPS of $2.20 and revenue of $6.01 billion next quarter, based on 4 analysts. * Revenue growth. Whether revenue keeps growing from a year earlier after this quarter's 28% increase to $6.35 billion. * Estimate record. Whether Vistra returns to beating EPS estimates, which it did in 3 of its last 8 reports. * Related coverage. See its reports on Enbridge, Alpha Metallurgical Resources, Sunstone Hotel Investors and PPL. Sources: Results are from Vistra's Nov. 6, 2026 quarterly report. Estimates are consensus figures. The prior-quarter and year-ago comparison figures are from Vistra's earlier quarterly reports. Items labeled by its calculation are its own arithmetic. This article is informational only and is not investment advice.