Meta’s nuclear power deals jolt data center stocks as CPI week looms
New York, January 11, 2026, 12:57 EST — Market closed Data center-related stocks open Monday with attention on power supply following Meta’s fresh nuclear energy agreements to support its AI expansion. Vistra jumped roughly 10.5% on Friday, Oklo climbed about 7.9%, and Meta edged up around 1.1%. Here’s why it’s crucial today: the market now sees electricity as a hard limit, not just an afterthought, for the upcoming surge in AI data centers. This shift has dragged utilities and nuclear developers into the mix, alongside the chipmakers and server firms that have traditionally led this trade. Spending buzzed again Friday.