Jim Cramer offered a mixed set of Lightning Round calls, saying Vistra and Constellation Energy look oversold and backing Huntington Ingalls, while warning on Recursion Pharmaceuticals and NextEra Energy and offering a qualified endorsement of Fastly. He said Fastly had come back from the abyss but still preferred Cloudflare and Akamai in the segment. His comments came as several of the companies had recently reported earnings: Vistra missed second-quarter revenue and profit estimates but posted stronger adjusted EBITDA growth and reaffirmed its full-year outlook; Recursion posted worse-than-expected second-quarter results; NextEra reported a mixed quarter and reaffirmed full-year adjusted EPS guidance; Huntington Ingalls beat expectations and raised FY26 sales guidance; and Fastly reported 15 cents a share, topping a seven-cent consensus estimate. Shares ended Wednesday at $146.68 for Vistra, $3.29 for Recursion, $85.78 for NextEra, $326.80 for Huntington Ingalls and $28.53 for Fastly.