Utilities stocks head into CPI week on a Meta nuclear deal — what to watch Monday
New York, Jan 11, 2026, 13:40 (EST) — Market closed. U.S. utilities stocks kicked off Monday under a new spotlight after Meta Platforms secured 20-year nuclear power deals with Vistra and partnered with two small-reactor developers. These agreements highlight utilities as Big Tech increasingly seeks reliable power for AI-driven data centers. (Reuters) This matters because utilities frequently trade as “bond proxies” — dividend-paying stocks that track Treasury yields when investors adjust their interest rate forecasts. Economists at S&P Global Market Intelligence noted that markets are closely watching upcoming inflation data, with the Federal Reserve divided on how quickly to ease