To The Moon

Investors have been turning beyond the chip sector as a way to play the AI and data-center booms. Investors have found another major way to play the artificial-intelligence trend besides semiconductor stocks, and that's led to a changing of the guard atop this year's list of the best S&P 500 performers.Vistra Corp. shares overtook Nvidia Corp. shares last week to become the top performer in the S&P 500 SPX on a year-to-date basis. That's an impressive feat for an electricity company that's hardly a household name.Through Friday's close, shares of Vistra were up 180% on the year, while shares of Nvidia were up 134%. Shares of Constellation Energy Corp. , another play on nuclear power, ranked third with a 118% year-to-date gain.What's fueling the big moves in Vistra and Constellation shares lately?Additionally, Jefferies made the case that the company isn't just a data-center play. Vistra stands to benefit from "the general increase in power and capacity prices, higher plant utilizatio