Group 1: Federal Reserve and Employment Data - The U.S. non-farm payrolls increased by 50,000 in December, below the expected 65,000, and the unemployment rate was 4.4%, lower than the anticipated 4.5% [3][4] - The report has diminished market expectations for a Federal Reserve rate cut in January, with the probability of a 25 basis point cut dropping to 5% [5] - The average monthly job growth in the private sector for 2025 was 61,000, marking the weakest growth since 2003 [4][6] Group 2: Stock Market Performance - U.S. stock indices rose, with the Dow Jones up 0.48%, NASDAQ up 0.81%, and S&P 500 up 0.65%, reaching new historical highs [7] - Major tech stocks saw gains, with Tesla rising over 2% and Intel surging over 10% [7] Group 3: Nuclear Power Sector - U.S. nuclear power stocks surged, with Vistra rising over 10% and Oklo nearly 8%, following Meta's announcement of power supply agreements with several nuclear companies [8] - The agreements involve a potential total capacity of over 6 gigawatts, sufficient to power approximately 5 million homes [8] - Meta is also assisting in the development of small modular reactor projects, indicating a strategic move to secure long-term power supply amid rising electricity demand [9]

Core Insights - Tesla has lost its position as the global leader in electric vehicle sales for 2025, facing significant challenges in key overseas markets, particularly in Europe [1][10] - Nvidia is appointing Alison Wagonfeld from Google Cloud as its Chief Marketing Officer, indicating a strategy to enhance brand influence [2][10] - Micron Technology is experiencing supply constraints, only meeting 50% to 66% of key customer mid-term demand, despite plans for a new wafer fab to begin production in mid-2027 [3][11] Tesla - Tesla's projected sales in Europe for 2025 are expected to drop from approximately 326,000 units in 2024 to over 235,000 units, representing a year-on-year decline of 27.8% [1][10] - In Germany, Tesla's sales are projected to fall nearly 50% to about 19,000 units, while in the UK, sales are expected to decrease by 10% to 50,300 units [1][10] Nvidia - Nvidia's stock decreased by 0.10%, with a trading volume of $24.197 billion [1][10] - The appointment of Alison Wagonfeld is seen as a move to initiate a new growth phase for Nvidia [2][10] Micron Technology - Micron's stock increased by 5.53%, with a trading volume of $11.276 billion [1][10] - The company has indicated that even with the new Idaho 1 wafer fab coming online in mid-2027, the supply-demand imbalance for DRAM and HBM will remain unresolved [3][11] - Mizuho Securities raised Micron's target stock price from $290 to $390 [3][12] Apple - Apple's stock rose by 0.13%, with a trading volume of $10.315 billion, after experiencing a decline over the previous seven trading days [1][10] Intel - Intel's stock increased by 10.80%, with a trading volume of $8.274 billion, marking a cumulative increase of 15.67% for the week [1][10] - Discussions between President Trump and Intel's CEO focused on the company's new processor developments, with the U.S. government having acquired approximately 5.5% of Intel's shares [1][10] SanDisk - SanDisk's stock surged by 12.81%, with a trading volume of $7.043 billion, and has seen a cumulative increase of over 37% for the week [1][10] - Analysts predict that SanDisk may double the prices of its enterprise-level SSD NAND flash in the upcoming quarter due to strong demand [1][14] Oracle - Oracle's stock rose by 4.95%, with a trading volume of $5.124 billion [1][10] - HSBC Global Research maintained a "buy" rating for Oracle, highlighting potential challenges and opportunities in the AI industry chain for 2026 [1][14]

Oklo (OKLO) shares soared as much as 20% on Jan. 9 after hyperscaler Meta Platforms (META) agreed to support development of a 1.2-gigawatt nuclear power campus in Pike County, Ohio. This advanced nuclear campus will power META’s data centers, including its artificial intelligence (AI) supercluster broadly known as the “Prometheus” in New Albany, Ohio. More News from Barchart Despite today’s rally, however, OKLO stock remains down nearly 40% versus its 52-week high. www.barchart.com Significance of Me ...

Core Insights - U.S. stocks experienced an upward trend, with the Dow Jones index increasing by approximately 200 points on Friday [1] Company Highlights - CG Oncology Inc (NASDAQ:CGON) saw its shares rise by 21.8% to $51.05 after announcing an expedited timeline for topline data from the Phase 3 PIVOT-006 clinical trial, now expected in the first half of 2026 [1][2] - Rich Sparkle Holdings Ltd (NASDAQ:ANPA) surged 113.6% to $51.70 following a $39 million offering of 3 million ordinary shares at $13 per share [3] - NovaBay Pharmaceuticals Inc (NYSE:NBY) increased by 34.4% to $12.81 [3] - Quanterix Corp (NASDAQ:QTRX) gained 29.3% to $8.42 after naming Everett Cunningham as President and CEO, effective January 19 [3] - MoonLake Immunotherapeutics (NASDAQ:MLTX) rose 21.7% to $17.45 after receiving FDA feedback on its clinical evidence strategy for Sonelokimab in Hidradenitis Suppurativa [3] - Enliven Therapeutics Inc (NASDAQ:ELVN) increased by 21.5% to $28.24, sharing positive initial data from its Phase 1b ENABLE trial for ELVN-001 in chronic myeloid leukemia [3] - Aeva Technologies Inc (NASDAQ:AEVA) surged 21.2% to $20.47 [3] - Loandepot Inc (NYSE:LDI) rose 20.1% to $2.93 [3] - ASP Isotopes Inc (NASDAQ:ASPI) increased by 19.7% to $7.71 [3] - Allogene Therapeutics Inc (NASDAQ:ALLO) gained 19.5% to $1.78 [3] - Opendoor Technologies Inc (NASDAQ:OPEN) rose 19.2% to $7.67 following a new housing market proposal by President Donald Trump [3] - Liquidia Corp (NASDAQ:LQDA) jumped 14% to $36.22 after announcing preliminary full-year 2025 YUTREPIA net sales [3] - Vistra Corp (NYSE:VST) gained 13.1% to $170.34 after entering into 20-year power purchase agreements for zero-carbon nuclear energy to support Meta's operations [3] - Oklo Inc (NYSE:OKLO) rose 12.6% to $109.95 after announcing an agreement with Meta for a 1.2 gigawatt power campus [3] - Applied Digital Corp (NASDAQ:APLD) surged 11.8% to $35.72, reporting strong second-quarter results and advanced talks with a new hyperscaler tenant [3] - AST SpaceMobile Inc (NASDAQ:ASTS) gained 10% to $99.65 [3] - SanDisk Corp (NASDAQ:SNDK) increased by 9.6% to $366.93 [3] - Mirion Technologies Inc (NYSE:MIR) rose 9.5% to $26.56 [3] - TTM Technologies Inc (NASDAQ:TTMI) gained 9.1% to $72.94 [3] - SoundHound AI Inc (NASDAQ:SOUN) rose 8.5% to $11.96 [3] - Kratos Defense & Security Solutions Inc (NASDAQ:KTOS) gained 8.3% to $112.64, with B. Riley Securities maintaining a Buy rating and raising the price target from $105 to $128 [3]

Core Insights - Meta Platforms is advancing its sustainable energy initiatives by establishing long-term nuclear power agreements with Oklo, Vistra, and TerraPower to support its AI data centers [1][2] Group 1: Partnerships and Capacity - Meta is collaborating with Oklo to develop small modular reactors (SMRs) in Ohio, aiming for a capacity of up to 1.2 gigawatts (GW) by 2030 [2] - The agreement with Vistra involves 20-year purchases from three existing plants, allowing for expansions to deliver up to 6.6 GW by 2035 [2] - TerraPower's partnership includes funding for two reactors with a capacity of up to 690 megawatts by 2032, with options for six additional reactors by 2035 [2] Group 2: Industry Context - These nuclear partnerships are positioned as a reliable, low-carbon energy source to meet the increasing power demands of AI technologies amid existing grid constraints [3] - Oklo specializes in advanced nuclear technology, focusing on SMRs designed for high-demand applications like AI data centers [4] Group 3: Market Performance and Valuation - Oklo's stock experienced a significant increase of 238% in 2025, outperforming the S&P 500, although it has faced volatility since then [5] - Valuation metrics for Oklo are challenging due to its pre-commercial status and ongoing losses, with a market cap of $15 billion reflecting speculative growth rather than historical averages [6]

格隆汇1月9日｜Oklo(OKLO.US)涨超18%，Vistra Energy(VST.US)涨16%；Meta Platforms(META.US)宣 布与Vistra、Oklo及TerraPower签署核能供电协议。 ...

The shares of Oklo Inc (NYSE:OKLO) and Vistra Corp (NYSE:VST) are surging this morning, after both nuclear energy companies announced a 20-year deal with Meta Platforms (META) to provide power for its hyperscaler data center campus in Ohio.OKLO was last seen up 14.5% to trade at $111.79, eyeing its best single-day percentage pop since Oct. 13. The equity earlier hit its highest level since November, with its 200-day moving average stepping up as support to start the year. Over the last nine months, Oklo sto ...

Core Insights - Several nuclear energy stocks experienced significant gains due to new agreements with Meta Platforms [1][3] Group 1: Agreements and Partnerships - Meta Platforms has reached agreements with nuclear energy provider Vistra Corp, startup Oklo, and TerraPower, backed by Bill Gates [2] - The Vistra deal will supply power from its currently operating reactors, while Oklo and TerraPower will assist in building smaller nuclear reactors expected to be operational between 2030 and 2035 [2] Group 2: Power Capacity and Financial Impact - Meta anticipates adding 6.6 gigawatts of power capacity to its data center network by 2035, although financial terms of the agreements were not disclosed [3] - Shares of Vistra and Oklo surged nearly 14% following the announcement, with other nuclear stocks like NuScale Power, Constellation Energy, and Nano Nuclear Energy also seeing gains [3] Group 3: Industry Implications - The agreements reflect a trend among Big Tech companies to secure clean energy sources to meet the high power demands of AI data centers, which can increase local electricity costs [4] - Analysts from Wedbush noted that this development is incrementally positive for the nuclear energy industry, emphasizing the commitment from major tech firms to leverage new energy sources [5]

Oklo stock (NYSE: OKLO) jumped over 15% on Friday after Meta announced an agreement to support development of a 1.2-gigawatt advanced nuclear campus in Pike County, southern Ohio. The landmark deal that marks the small modular reactor maker's first major commercial validation and signals growing corporate appetite for nuclear power to fuel artificial intelligence operations. The announcement underscores a critical inflection point: as AI data centers consume electricity at rates that strain aging power grid ...

(Bloomberg) — Oklo Inc. (OKLO) and Vistra Corp. (VST) shares rallied, leading peers higher, after Meta Platforms Inc. (META) agreed to a purchase nuclear power from the companies to run artificial-intelligence data centers. Oklo shares gained as much as 19%, while Vistra shares rose as much as 16%. Peers NuScale Power Corp. (SMR) also rose on the news as did uranium producers like Centrus Energy Corp (LEU). and Cameco Corp. (CCJ). “This news is incrementally positive for the entire nuclear energy indust ...