Today: 16 April 2026
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NASDAQ:META 9 January 2026 - 11 January 2026

Vistra stock pops on Meta nuclear contracts — what VST bulls and bears watch next week

Vistra stock pops on Meta nuclear contracts — what VST bulls and bears watch next week

Vistra Corp shares surged 10.5% to $166.37 after Meta signed 20-year deals to buy nuclear power from three Vistra plants. The contracts cover 2,609 MW from Ohio and Pennsylvania facilities, with full operating delivery by 2027 and uprates by 2034. Fitch raised Vistra’s outlook to positive. Vistra also agreed to buy Cogentrix Energy for $4.7 billion, adding 10 gas plants.
11 January 2026
Global stocks hit record highs after U.S. jobs data; CPI and bank earnings up next

Global stocks hit record highs after U.S. jobs data; CPI and bank earnings up next

Global stocks closed at record highs Friday, led by chipmakers and a weaker U.S. jobs report. The MSCI world index rose 0.53% to 1,034.87. The dollar and two-year Treasury yields climbed, while the U.S. added 50,000 jobs in December, missing forecasts. Investors await Tuesday’s U.S. CPI data and major bank earnings next week.
Meta stock ends up after nuclear power deals as WhatsApp EU rules, China review loom

Meta stock ends up after nuclear power deals as WhatsApp EU rules, China review loom

Meta shares closed up 1.1% at $653.06 after announcing 20-year nuclear power deals with Vistra, Oklo, and TerraPower, aiming for up to 6.6 gigawatts by 2035. European and Chinese regulators launched new investigations into Meta this week. In Europe, WhatsApp Channels exceeded the EU’s regulatory threshold, triggering possible stricter rules. China will review Meta’s acquisition of AI startup Manus.
NuScale Power stock pops on BofA upgrade as Meta’s nuclear push lifts the SMR trade

NuScale Power stock pops on BofA upgrade as Meta’s nuclear push lifts the SMR trade

NuScale Power shares closed up 4.3% at $20.51 Friday after Bank of America upgraded the stock. The move followed Meta’s announcement of 20-year nuclear power deals and plans to support small modular reactor development. NuScale remains below key moving averages and faces dilution risk from a $750 million at-the-market offering. Next earnings update is expected in early March.
Dow and S&P 500 hit fresh record closes as chip rally shrugs off tariff noise

Dow and S&P 500 hit fresh record closes as chip rally shrugs off tariff noise

U.S. stocks closed at record highs Friday, with the S&P 500 finishing up 0.65% and the Dow up 0.48%, led by gains in chipmakers. The PHLX semiconductor index jumped 2.7% to a record after Meta agreed to buy power from Vistra’s nuclear plants. Investors trimmed bets on near-term Fed rate cuts after December payrolls rose by 50,000 and unemployment dipped to 4.4%. Markets watched for a Supreme Court ruling on tariffs.
NuScale Power stock jumps after Bank of America upgrade as Meta nuclear pacts lift SMR trade

NuScale Power stock jumps after Bank of America upgrade as Meta nuclear pacts lift SMR trade

NuScale Power shares rose 4.3% to $20.51 in after-hours trading Friday after Bank of America upgraded the stock to neutral with a $28 target, citing funding and timing challenges. Meta’s new nuclear power deals fueled sector-wide gains, with Vistra and Oklo jumping nearly 14%. Options trading in NuScale surged 31% above average. The stock remains below key moving averages ahead of earnings expected March 2.
S&P 500 hits record, chip stocks jump — jobs report and Trump tariff case set up next market move

S&P 500 hits record, chip stocks jump — jobs report and Trump tariff case set up next market move

The S&P 500 closed at a record 6,966.28 on Friday, led by chip stocks after a weaker-than-expected U.S. jobs report. Nonfarm payrolls rose by 50,000 in December, missing forecasts, while the unemployment rate dipped to 4.4%. The dollar index gained 0.26% and the two-year Treasury yield rose to 3.538%. Housing stocks jumped after Trump ordered $200 billion in mortgage bond purchases.
Vistra stock jumps after Meta signs 20-year nuclear power deal to feed AI data centers

Vistra stock jumps after Meta signs 20-year nuclear power deal to feed AI data centers

Vistra shares jumped 10.5% after-hours as Meta signed 20-year power purchase agreements for over 2,600 MW from three Vistra nuclear plants in PJM, with deliveries starting in late 2026. An SEC filing showed Vistra expects the deals to boost its adjusted free cash flow by up to 17% once plant upgrades are complete by 2034.
Oklo stock jumps after Meta backs 1.2-gigawatt Ohio nuclear campus

Oklo stock jumps after Meta backs 1.2-gigawatt Ohio nuclear campus

Oklo shares jumped nearly 8% after hours Friday following news of a Meta-backed plan for a 1.2-gigawatt nuclear campus in Ohio. Meta signed 20-year power deals with Vistra and will help develop small modular reactors with Oklo and TerraPower. Oklo said Meta can prepay for power to fund early work, including fuel. Oklo also advanced a radioisotope pilot project with a new Department of Energy agreement.
9 January 2026
Meta stock edges higher after nuclear power deals aimed at AI data centers

Meta stock edges higher after nuclear power deals aimed at AI data centers

Meta shares rose 1.1% to $653.06 in after-hours trading Friday after announcing nuclear power deals to supply its AI data centers. Agreements with Vistra, Oklo, and TerraPower could support up to 6.6 gigawatts of nuclear capacity by 2035. Financial terms were not disclosed. Investors are watching project timelines and permitting.
Constellation Energy stock jumps as TD Cowen turns bullish, Meta nuclear deals lift power names

Constellation Energy stock jumps as TD Cowen turns bullish, Meta nuclear deals lift power names

Constellation Energy shares climbed 5.6% to $340.51 Friday after TD Cowen began coverage with a buy rating and $440 target. The move followed Constellation’s completed acquisition of Calpine, creating the largest U.S. electricity producer. Meta’s 20-year nuclear power deals lifted sector peers. The DOJ cleared the Calpine deal last month with required divestitures.
Vistra stock jumps as Meta locks in 20-year nuclear power deal for AI data centers

Vistra stock jumps as Meta locks in 20-year nuclear power deal for AI data centers

Vistra shares rose 11% to $167.11 by midday Friday after Meta signed 20-year nuclear power purchase agreements for 2,609 MW, with deliveries starting in late 2026. The deals cover Vistra’s Perry, Davis-Besse, and Beaver Valley plants. Investors focused on capital spending for upgrades and license extensions. Meta aims to secure power for its Ohio data center and future AI operations.
Oklo stock jumps as Meta backs 1.2-GW Ohio nuclear power campus for AI data centers

Oklo stock jumps as Meta backs 1.2-GW Ohio nuclear power campus for AI data centers

Oklo shares jumped 11% after announcing a deal with Meta to develop a 1.2-gigawatt nuclear campus in Ohio. Meta also signed long-term nuclear power agreements with Vistra and TerraPower as AI drives up electricity demand. Investors are watching for updates on permits, funding, and Oklo’s next quarterly report. Trading volume in Oklo surged to 22.1 million shares.
Vistra stock jumps after Meta signs 20-year nuclear power deal — what’s driving VST today

Vistra stock jumps after Meta signs 20-year nuclear power deal — what’s driving VST today

Vistra Corp shares jumped 11.4% to $167.81 after announcing 20-year nuclear power purchase agreements with Meta Platforms covering over 2,600 MW from three plants. The contracts begin deliveries in late 2026 and could boost Vistra’s adjusted free cash flow by up to 17% once fully in place. Meta also signed nuclear deals with two other firms. Vistra stock remains below its September high of $219.82.
Vistra stock jumps as Meta signs 20-year nuclear power deal for AI data centers

Vistra stock jumps as Meta signs 20-year nuclear power deal for AI data centers

Vistra shares jumped 14.4% to $172.26 after Meta announced 20-year deals to buy power from three Vistra nuclear plants for its U.S. data centers. The agreements cover over 2,600 megawatts from plants in Ohio and Pennsylvania. Meta did not disclose financial terms. Traders are watching for regulatory approvals and details on plant upgrades.
Meta stock ticks up as nuclear power deals aim to fuel AI data centers

Meta stock ticks up as nuclear power deals aim to fuel AI data centers

Meta shares rose 0.1% after announcing three nuclear power deals to supply its AI data centers. Vistra jumped 14.6% and Oklo gained 15.8% on news of long-term contracts and Meta’s funding for new reactors. The agreements could support up to 6.6 GW of clean energy by 2035. Investors are watching permitting timelines and Meta’s next earnings for capex details.
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Stock Market Today

  • The Cigna Group Surpasses EQT to Reach #14 Analyst Ranking in S&P 500
    April 16, 2026, 12:44 PM EDT. The Cigna Group (CI) has overtaken EQT Corp (EQT) to claim the #14 spot in analyst recommendations among S&P 500 companies, according to ETF Channel. This shift reflects growing analyst confidence in Cigna over the past months. Despite EQT's slightly higher stock gain of 2.2% compared to Cigna's 1.4% on Thursday midday, the upward revision in analyst rank underscores Cigna's improving outlook. The ranking is based on aggregated recommendations from major brokerages, providing investors insight into market sentiment on these companies.

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AMD Stock, Intel Stock Jump as Bernstein Raises Price Targets on AI Server Demand, Meta Deal

AMD Stock, Intel Stock Jump as Bernstein Raises Price Targets on AI Server Demand, Meta Deal

16 April 2026
Bernstein raised price targets for AMD and Intel on Thursday, citing stronger demand for server chips in AI data centers. AMD shares rose 5.8% to $273.19 and Intel gained 4.1% to $67.57, both above the new targets. Bernstein now expects AMD’s EPYC server-chip sales to grow 50% in 2026, and Intel’s Xeon sales to rise 36%. Meta’s $60 billion deal with AMD and extended chip supply agreements are driving demand.
Rocket Lab Stock Jumps as Mynaric Deal, Gauss Thruster Fuel Fresh Bullish Calls

Rocket Lab Stock Jumps as Mynaric Deal, Gauss Thruster Fuel Fresh Bullish Calls

16 April 2026
Rocket Lab shares rose 9% Thursday after launching a new electric satellite thruster and closing its $155.3 million acquisition of Mynaric. Shares traded at $80.39 by 11:30 a.m. EDT. The company reported $602 million in 2025 revenue and a $1.85 billion backlog. Rocket Lab delayed its Neutron rocket to late 2026 after a tank test failure.
Microsoft vs Oracle Stock: Why MSFT and ORCL Are Getting a Second Look in 2026

Microsoft vs Oracle Stock: Why MSFT and ORCL Are Getting a Second Look in 2026

16 April 2026
Microsoft rose $6.46 to $417.68 and Oracle gained $7.04 to $176.85 by late morning Thursday in New York, as investors responded to strong AI demand and Oracle’s new data center power deals. Oracle said its future contracted revenue jumped 325% to $553 billion. Microsoft is set to report fiscal third-quarter results April 29 after spending over $200 billion on AI since 2024.
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