This reversal is notable given VST's strong recent performance, including gains of over 10% on the Meta nuclear deal and Cogentrix acquisition news. The price-cap proposal directly threatens the premium pricing power producers have commanded from data center demand. Volume at 1.2x normal is moderate, suggesting the selloff may be driven more by algorithmic reaction to headlines than deep institutional conviction—though the magnitude of the drop indicates real concern about regulatory risk to the AI-power thesis.
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