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Core Viewpoint - The surge in nuclear energy stocks in the U.S. reflects a growing demand for nuclear power, driven by major tech companies securing long-term energy agreements to support their operations, particularly in data centers and artificial intelligence [1][3][5]. Group 1: Market Reaction - U.S. nuclear energy stocks experienced significant gains, with Nuscale Power rising over 13% and Centrus Energy increasing by more than 8% [1][3]. - The agreement between Meta and Constellation Energy to purchase nuclear power for 20 years is a key driver of this market surge [1][3]. Group 2: Strategic Agreements - Meta will purchase approximately 1.1 billion watts of power from Constellation Energy's Clinton plant starting June 2027, which represents the total output of one nuclear reactor [3][4]. - This agreement is part of a broader trend where major tech companies, including Google and Amazon, are investing in nuclear energy projects to ensure clean energy supply [5]. Group 3: Industry Outlook - Morgan Stanley's report highlights a revival in U.S. nuclear power plans, projecting a long-term demand boost for uranium, with a target of 400 GW of nuclear capacity by 2050 [7][8]. - Goldman Sachs anticipates a structural shortage in the global uranium market, predicting a deficit of 130 million pounds by 2040 due to increasing nuclear power demand [9].