Ge Long Hui A P P·2026-01-09 15:47Core Viewpoint - The announcement of Meta agreeing to purchase nuclear power from companies like Oklo and Vistra has significantly boosted their stock prices and positively impacted the entire nuclear energy sector [1] Group 1: Company Performance - Oklo's stock price surged by as much as 19% following the news [1] - Vistra's stock price increased by 16% in response to the announcement [1] - Other companies in the sector, such as NuScale Power, Centrus Energy, and Cameco, also experienced stock price gains due to the positive sentiment [1] Group 2: Industry Implications - The news is seen as a progressive benefit for the entire nuclear energy industry, reaffirming the commitment of major cloud computing giants to utilize renewable energy for driving the AI revolution [1] - The power supply is currently the biggest obstacle faced by the industry, as tech giants and data center developers require substantial electricity to meet the growing demand for data centers [1]