Core Viewpoint - Meta Platforms has announced a nuclear power supply agreement with Vistra Energy, Oklo, and TerraPower, which has led to significant stock price increases for Oklo and Vistra Energy, with gains of over 18% and 16% respectively [1] Company Summaries - Oklo (OKLO.US) experienced a stock price increase of over 18% following the announcement of the nuclear power supply agreement [1] - Vistra Energy (VST.US) saw its stock rise by 16% in response to the same announcement [1] - Meta Platforms (META.US) is actively engaging in partnerships with energy companies to explore nuclear power solutions [1]

Core Insights - Oklo Inc and Vistra Corp have entered a 20-year power supply agreement with Meta Platforms for its data center in Ohio, leading to significant stock price increases for both companies [1] Group 1: Stock Performance - Oklo Inc's shares rose by 14.5%, trading at $111.79, marking its best single-day percentage increase since October 13, with a remarkable 390% increase over the past nine months [2] - Vistra Corp's shares increased by 13.6%, trading at $110.85, on track for its best day since April 9, and showing a 54% gain over the last nine months [3] Group 2: Options Activity - Both companies are experiencing heightened activity in the options market, with Oklo's options trading six times its average and Vistra's five times its average [4] - The most active options for Oklo are the January 120-strike calls, while for Vistra, it is the weekly 1/9 165-strike puts, indicating new positions being opened [4]

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]

Core Insights - Meta Platforms is leveraging nuclear power to support its AI initiatives, signing agreements with multiple companies to supply nuclear energy for its data centers, including the Prometheus AI supercluster in Ohio [1][6] - The deal has positively impacted the stock prices of the involved nuclear power companies, including Oklo, Vistra Corp, and TerraPower, indicating a broader market momentum in the nuclear sector [2] Company Developments - The agreement with Oklo, Vistra Corp, and TerraPower marks a significant step in Meta's strategy to utilize nuclear energy for its AI infrastructure, with a one gigawatt facility expected to be operational later this year [1][2] - This is not Meta's first venture into nuclear energy; a previous deal with Constellation Energy also resulted in a spike in stock prices, highlighting the company's ongoing commitment to nuclear power [6] Industry Trends - There is a growing trend among big tech companies to support nuclear energy as a viable alternative power source to facilitate AI development, reflecting a shift in energy strategy within the tech industry [6] - Oklo's CEO emphasized the realization of advanced nuclear power generation in Ohio, showcasing the collaboration with Meta as a pivotal moment in the industry's evolution [7]

Core Insights - Meta Platforms Inc. has agreed to purchase nuclear power from Oklo Inc. and Vistra Corp. to support its artificial intelligence data centers, leading to significant stock price increases for both companies [1][3] Company Summary - Oklo shares surged by as much as 19%, while Vistra shares increased by up to 16% following the announcement [1] - The partnership includes a 20-year power purchase agreement with Vistra and a deal with Oklo to advance small modular reactor development, which has not yet been commercialized [3] - Oklo's stock has seen a remarkable increase of over 200% in 2025, while Vistra's shares gained 17% in 2025 after a rise of over 200% in 2024 [4] Industry Summary - The nuclear power industry is experiencing a revival, driven by tech companies' demand for new energy sources to power their expanding data centers [2][3] - The industry had faced challenges with rising costs and reactor shutdowns, but the recent developments have positively impacted stock prices and investor sentiment [2][4] - Analysts view the commitment from major tech firms as a significant endorsement for the nuclear energy sector, which is crucial for addressing energy supply concerns amid rising energy bills for households and businesses [2]

Company Overview - Proactive is a financial news publisher that provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The company operates with a team of experienced and qualified news journalists across key finance and investing hubs including London, New York, Toronto, Vancouver, Sydney, and Perth [2] Market Focus - Proactive specializes in medium and small-cap markets while also covering blue-chip companies, commodities, and broader investment stories [3] - The content delivered by the company includes insights across various sectors such as biotech and pharma, mining and natural resources, battery metals, oil and gas, crypto, and emerging digital and EV technologies [3] Technology Utilization - Proactive is recognized for its forward-looking approach and enthusiastic adoption of technology to enhance workflows [4] - The company employs automation and software tools, including generative AI, while ensuring that all content is edited and authored by humans to maintain best practices in content production and search engine optimization [5]

Core Insights - Nuclear stocks surged significantly on Friday, with Oklo Inc rising nearly 19%, Vistra Energy up over 16%, NuScale Power increasing by nearly 13%, and NANO Nuclear Energy gaining over 11% [1] - Meta announced agreements with three nuclear power suppliers: Oklo, Vistra, and TerraPower, to purchase electricity from their nuclear plants, which will help fund the expansion and extend the operational life of these facilities [1] Group 1 - Meta's agreements will provide up to 6.6 gigawatts of nuclear power capacity by 2035, positioning the company as one of the largest corporate nuclear power purchasers in U.S. history [2] - The operational licenses for the nuclear plants involved are valid until at least 2036, with one reactor at Beaver Valley authorized to operate until 2047 [1]

Market Overview - US stock index futures are all up, with Dow futures rising by 0.04%, S&P 500 futures by 0.11%, and Nasdaq futures by 0.20% [1] - European indices also show positive movement, with Germany's DAX up 0.41%, UK's FTSE 100 up 0.52%, France's CAC 40 up 0.86%, and the Euro Stoxx 50 up 1.06% [2][3] - WTI crude oil has increased by 0.73%, priced at $58.18 per barrel, while Brent crude oil is also up by 0.73%, priced at $62.44 per barrel [3][4] Economic Events - The US is anticipating a significant day with the release of the December non-farm payroll report and a Supreme Court ruling on Trump's tariff policy, which could impact market volatility [5] - Goldman Sachs indicates that the upcoming non-farm data is unlikely to change the market's expectations for the Federal Reserve's policy unless there is a significant surprise, with a consensus estimate of 70,000 jobs added [5] Company News - Meta has signed three major nuclear energy agreements totaling 6.6 gigawatts to secure long-term zero-carbon power for its AI data centers, leading to significant pre-market stock increases for partners Oklo and Vistra [9] - Trump has directed Fannie Mae and Freddie Mac to purchase $200 billion in mortgage-backed securities to lower housing costs ahead of the midterm elections, positively impacting related stocks [7] - Intel's stock has surged over 70% since the US government began purchasing shares, following a meeting between Trump and Intel's CEO to discuss new processor developments [10] - General Motors is taking a $6 billion charge to reduce its electric vehicle investments, following a similar move by Ford, indicating a contraction in the electric vehicle market [12] - TSMC reported a 20% increase in Q4 revenue, reaching approximately $33.1 billion, exceeding market expectations and suggesting resilience in AI spending for 2026 [13]

Core Viewpoint - Meta has announced agreements to extend and expand the operation of three nuclear power plants, positioning itself as a significant corporate nuclear energy purchaser in U.S. history [1] Group 1: Agreements and Partnerships - Meta has reached agreements with Vistra, TerraPower, and Oklo to enhance nuclear power operations [1] - This follows a previous agreement with Constellation Energy, further solidifying Meta's role in the nuclear energy sector [1] Group 2: Economic Impact - The agreements are expected to create thousands of construction jobs and hundreds of long-term operational positions [1] - By 2035, these initiatives will support up to 6.6 gigawatts of new and existing clean energy [1]

Core Insights - Meta Platforms has entered into 20-year agreements to purchase power from three Vistra nuclear plants located in the U.S. heartland [1] - The company is also collaborating with two firms that are working on developing small modular reactors [1] Group 1 - Meta Platforms aims to secure long-term energy supply through these agreements, indicating a strategic move towards sustainable energy sources [1] - The partnerships with companies focused on small modular reactors suggest a commitment to innovative energy solutions and diversification of energy sources [1]