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NASDAQ:META News 9 January 2026 - 11 January 2026

Utilities stocks head into CPI week on a Meta nuclear deal — what to watch Monday

Utilities stocks head into CPI week on a Meta nuclear deal — what to watch Monday

Utilities stocks outperformed Friday, led by gains in nuclear-linked shares after Meta signed 20-year power deals with Vistra and small-reactor firms. Vistra surged 10.5%, Constellation 6.1%. Investors are watching Tuesday’s U.S. inflation data, which could move Treasury yields and rate-sensitive utilities. Meta’s deals target power for its Ohio AI data center, raising concerns about grid strain.
Meta’s nuclear power pivot puts communication services stocks (XLC) in focus ahead of Monday

Meta’s nuclear power pivot puts communication services stocks (XLC) in focus ahead of Monday

Meta rose 1.1% Friday after announcing nuclear energy deals to supply up to 6.6 GW for its AI data centers by 2035. The S&P 500 closed at a record high. EU regulators signaled WhatsApp Channels will likely face stricter rules under the Digital Services Act after reporting 51.7 million EU users. U.S. wireless carriers will face the Supreme Court over $200 million in FCC fines for sharing customer location data.
Meta’s nuclear power deals jolt data center stocks as CPI week looms

Meta’s nuclear power deals jolt data center stocks as CPI week looms

Meta signed 20-year nuclear power deals with Vistra and Oklo to supply its AI data centers, aiming for up to 6.6 GW by 2035. Vistra shares surged 10.5%, Oklo rose 7.9%, and Meta gained 1.1% Friday. Traders are watching the Jan. 13 U.S. CPI and TSMC earnings. The S&P 500 and Philadelphia Semiconductor Index both closed at record highs.
Global stock markets hit record highs — CPI, bank earnings and a tariff ruling are next tests

Global stock markets hit record highs — CPI, bank earnings and a tariff ruling are next tests

Global stocks hit record highs Friday, with the S&P 500 closing up 0.65% at 6,966.28 and the STOXX 600 up 1%. Chipmakers led U.S. gains, while Glencore surged 10% in Europe. Investors await U.S. CPI data and major bank earnings this week. Global equity funds saw $6.07 billion in outflows, while money market funds drew $161.27 billion.
Meta stock braces for Monday after nuclear power push and fresh WhatsApp rules risk

Meta stock braces for Monday after nuclear power push and fresh WhatsApp rules risk

Meta Platforms shares rose 1.1% Friday after announcing long-term nuclear energy deals to power U.S. sites, including a major Ohio data center expansion. Vistra will supply 2,609 MW from its PJM nuclear plants starting in late 2026, while TerraPower and Oklo signed separate agreements for advanced nuclear projects. Vistra shares jumped 10.5% on the news. Meta also faces new regulatory scrutiny in Europe over WhatsApp.
NuScale Power stock pops on BofA upgrade as Meta’s nuclear push puts SMR names back in play

NuScale Power stock pops on BofA upgrade as Meta’s nuclear push puts SMR names back in play

NuScale Power shares rose 4.4% to $20.51 Friday after Bank of America upgraded the stock to neutral and cut its price target to $28. The move followed Meta’s announcement of major nuclear power contracts for its data centers, which lifted several nuclear-related stocks. About 51 million NuScale shares traded hands. U.S. markets reopen Monday.
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.
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Amazon stock tumbles on $200 billion AI spend plan — what to know before Monday

Amazon stock tumbles on $200 billion AI spend plan — what to know before Monday

7 February 2026
Amazon shares fell 5.6% to $210.32 on Friday after the company projected about $200 billion in 2026 capital expenditures, triggering investor concern over AI spending. The stock had already dropped 11.5% after-hours Thursday. Amazon forecast Q1 net sales of $173.5–$178.5 billion and operating income of $16.5–$21.5 billion. Analyst Gil Luria downgraded Amazon, citing rising investment as its cloud lead narrows.
AMD stock jumps 8% in chip rebound — what investors are watching before Monday

AMD stock jumps 8% in chip rebound — what investors are watching before Monday

7 February 2026
AMD shares jumped 8.2% to $208.44 Friday, trading on heavy volume as chip stocks rebounded and the Dow closed above 50,000 for the first time. The Philadelphia Semiconductor Index rose 5.7% after Amazon’s AI spending plans lifted sector estimates. Nvidia’s CEO cited surging AI chip demand. AMD’s rally followed a weak revenue outlook earlier in the week.
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