Stock Movers Sempra Climbs, Boeing Gains, Vistra Slips on Jeffries Downgrade
Sep 23, 2025
Sempra's stock skyrockets after selling a 45% equity stake in its infrastructure arm for $10 billion, strengthening its credit profile. Boeing's shares soar with a hefty order of 22 Dreamliner jets from Uzbekistan Airways, and exciting potential negotiations with China. Meanwhile, Vistra's stock takes a hit following a downgrade by Jefferies due to uncertainties surrounding its Comanche Peak nuclear plant. Tune in for insights on these major market moves!
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Sempra’s Strategic Infrastructure Sale
- Sempra is selling a 45% stake in its infrastructure arm to KKR and CPPIB for $10 billion to reshape its business mix.
- The deal aims to shift Sempra toward ~95% earnings from regulated U.S. utilities and closes in Q2–Q3 2026 pending approvals.
Boeing Wins Big Orders And China Talks
- Boeing gained after securing an order from Uzbekistan Airways for as many as 22 787 Dreamliners and momentum on a potential China deal.
- U.S. Ambassador David Perdue said talks are weeks from finalizing a "huge" Boeing order that could be as large as 500 jets.
Vistra Downgrade Over Data Center Visibility
- Vistra shares fell after Jefferies downgraded the stock over missing news on a Comanche Peak data center deal.
- The cut to hold and lower price target reflects concern despite Vistra's large gains driven by AI-related energy demand in recent years.