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Nuclear Energy News 10 January 2026 - 13 January 2026

Oklo stock slips as insiders sell shares and traders reassess Meta nuclear deal

Oklo stock slips as insiders sell shares and traders reassess Meta nuclear deal

New York, Jan 12, 2026, 20:56 EST — Market closed. Oklo Inc (OKLO) shares fell 2.7% on Monday to close at $102.50, paring a run that has taken the stock up about 43% since the end of 2025. The pullback followed Friday’s jump, when the stock swung as high as $115.72 after news tied it more closely to Meta Platforms’ push to lock in nuclear power for data centers. (Investing.com) The move matters because Oklo has become one of the market’s higher-beta ways to trade the “AI power demand” theme. Meta said on Friday it struck 20-year agreements to buy
13 January 2026
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NuScale Power stock swings as new chemical-plant study puts SMR heat back in focus

NuScale Power stock swings as new chemical-plant study puts SMR heat back in focus

NEW YORK, Jan 12, 2026, 12:06 PM EST — Regular session NuScale Power Corp shares slipped in midday trading Monday following the release of a study on using its small modular reactors to provide steam and electricity to chemical plants. “NuScale continues to lead … to provide process heat and electricity,” said José Reyes, the company’s co-founder and chief technology officer. (Business Wire) The report is key as NuScale works to convert its reactor design into actual contracts. Securing industrial customers who need reliable steam and power would expand its market beyond utilities, offering investors a fresh metric to judge
12 January 2026
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Oklo stock jumps again in premarket as Meta nuclear deal keeps OKLO in focus

Oklo stock jumps again in premarket as Meta nuclear deal keeps OKLO in focus

New York, Jan 12, 2026, 04:54 EST — Premarket Shares of Oklo Inc jumped roughly 7.9%, reaching $105.31 in early premarket action on Monday. The rally extends last week’s momentum, driven by renewed Big Tech interest in reliable power—a trend funneling capital into nuclear and its supply chain. Oklo’s appeal isn’t current output but the prospect of a long-term contract and a quicker route to funding. Meta Platforms announced on Friday it has sealed 20-year deals to buy power from three Vistra nuclear plants and will collaborate with Oklo and TerraPower on small modular reactors (SMRs)—smaller, more easily replicated reactors
12 January 2026
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Oklo stock: Meta nuclear deal lifts OKLO — what to watch before Monday’s open

Oklo stock: Meta nuclear deal lifts OKLO — what to watch before Monday’s open

New York, Jan 11, 2026, 20:08 ET — Market closed. Oklo Inc. shares enter Monday’s session under the spotlight following a 7.9% rally on Friday, closing at $105.31. Earlier in the day, the stock surged nearly 18% before trimming some of those gains. (Investing.com) Meta Platforms pushed its stock higher by announcing long-term plans to secure nuclear power for its expanding data centers. On Friday, Meta revealed 20-year deals to buy electricity from three Vistra nuclear plants. The company is also teaming up with Oklo and TerraPower to develop small modular reactors—compact nuclear plants touted for quicker construction compared to
12 January 2026
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TVA’s $3 million UT nuclear endowment puts Knoxville’s reactor talent race on display

TVA’s $3 million UT nuclear endowment puts Knoxville’s reactor talent race on display

KNOXVILLE, Tennessee, Jan 11, 2026, 19:20 EST The Tennessee Valley Authority has put $3 million into the University of Tennessee, Knoxville’s Department of Nuclear Engineering to establish an endowed chair, officials from both the utility and the university confirmed. Matthew Mench, UT’s engineering dean, described the move as a way to “ensure we will always have excellent leadership” in a program the school ranks among the nation’s best. https://www.wvlt.tv/2026/01/08/tva-invests-3-million-into-ut-nuclear-engineering/ The sums may be modest compared to the expense of building power plants, but they strike a nerve. Utilities and major power purchasers are racing to find engineers and instructors as
12 January 2026
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

New York, January 11, 2026, 06:25 EST — The market has closed. NuScale Power Corp shares climbed 4.4% on Friday to close at $20.51, following an upgrade to neutral from underperform by Bank of America. The stock fluctuated between $19.74 and $22.49, with roughly 51 million shares changing hands. BofA lowered its price target to $28 from $34, still about 37% above Friday’s closing price, citing “near-term cash cadence and equity overhang” as factors keeping the risk/reward balanced. (Investing.com) Investors jumped on nuclear-related stocks after a fresh surge in Big Tech’s appetite for power. Meta Platforms revealed on Friday that
11 January 2026
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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

New York, Jan 10, 2026, 20:13 EST — Market closed. Vistra Corp (VST.N) shares jumped 10.5% Friday, closing at $166.37, following news that Meta Platforms (META.O) inked 20-year deals to purchase nuclear power from three Vistra facilities. The move cements Vistra’s role in the market’s “AI power” trade as next week approaches. (Reuters) This shift is crucial as investors seek reliable, 24/7 power sources to support growing data centers. Nuclear energy fits the criteria, and locking in long-term contracts helps secure predictable future cash flows. It arrives in a market eager to favor utilities offering dispatchable generation—power that can run
11 January 2026
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NuScale Power stock jumps on BofA upgrade as Meta nuclear deals set up the week ahead

NuScale Power stock jumps on BofA upgrade as Meta nuclear deals set up the week ahead

New York, January 10, 2026, 19:14 EST — Market closed NuScale Power Corp shares jumped 4.3% Friday, closing at $20.51, after Bank of America upgraded the small nuclear-reactor developer. The upgrade reignited trader interest ahead of next week. Intraday, the stock fluctuated between $19.74 and $22.49. The timing is key since “SMR” stocks have been behaving more like a thematic play than a story grounded in fundamentals, with investors tying nuclear power to surging data center demand. When the trade gains momentum, smaller, higher-beta names like NuScale can swing sharply both ways. NuScale’s news stream slowed down heading into the
11 January 2026
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Vistra stock jumps on Meta nuclear power deal as utilities stocks head into CPI week

Vistra stock jumps on Meta nuclear power deal as utilities stocks head into CPI week

New York, Jan 10, 2026, 13:49 EST — Market closed. Shares of Vistra (VST) jumped 10.5% on Friday, beating the broader utilities sector, following Meta Platforms’ deal for long-term power contracts tied to Vistra’s nuclear assets. The rally matters now because Big Tech’s rush to secure reliable electricity is hitting utility and power-producer order books, not just buzzing in conversations about “data centers” and demand forecasts. Investors in utilities stocks, often viewed as bond proxies, may find a 20-year power purchase agreement (PPA) shifts the dynamics quickly. Such deals also secure steady cash flows, smoothing the way for financing plant
10 January 2026
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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

New York, Jan 10, 2026, 06:16 ET — Market closed NuScale Power Corporation shares ended Friday up 4.3% at $20.51, with U.S. markets shut for the weekend and trading set to resume on Monday. The move mattered because the nuclear trade has snapped back on fresh demand signals from Big Tech, which is hunting stable power for data centers. Meta said it struck 20-year nuclear power agreements and would back development of small modular reactors, or SMRs — smaller reactor designs that aim to shift more construction into factories. Meta executive Joel Kaplan called the plans “one of the most
10 January 2026
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Oklo stock jumps on Meta nuclear campus deal — what investors watch before Monday

Oklo stock jumps on Meta nuclear campus deal — what investors watch before Monday

New York, January 10, 2026, 04:59 EST — Market closed Oklo Inc shares jumped 7.9% on Friday, wrapping up at $105.31. The surge came after Meta Platforms threw its support behind a 1.2-gigawatt nuclear power campus in Ohio, linked to its expanding data-center operations. Big Tech is rushing to lock in reliable power as data centers and AI drive up electricity demand, shifting companies toward long-term supply deals that resemble infrastructure financing rather than straightforward power purchases. Meta has signed 20-year contracts to buy nuclear energy from Vistra plants and said its total agreements might deliver up to 6.6 gigawatts
10 January 2026
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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

New York, Jan 9, 2026, 19:58 (ET) — After-hours NuScale Power Corp shares climbed late Friday following a Bank of America upgrade. The small modular reactor developer—known for its factory-built nuclear units—was raised to neutral with a $28 price target, MarketBeat said. The stock was last up 4.3% at $20.51, after reaching $22.49 earlier in the day, per market data. (MarketBeat) Timing is key. Wall Street has been factoring in a sharp rise in U.S. power demand driven by AI and data centers, bringing nuclear energy back into focus. On Friday, Meta Platforms inked 20-year deals to purchase power from
10 January 2026
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Stock Market Today

Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

7 February 2026
Seagate shares rose 5.9% to $429.32 Friday after Citigroup raised its price target to $480 and reiterated a buy rating. The gain ended a two-day slide but left the stock 6.6% below its Feb. 3 high. CEO Dave Mosley sold 20,000 shares on Feb. 2 under a pre-arranged plan, SEC filings show. U.S. jobs and inflation data next week are seen as key tests for tech stocks.
Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

7 February 2026
Cummins shares jumped 6.8% to $577.73 Friday, recovering from a nearly 9% post-earnings drop the day before. The company reported Q4 revenue up 1% to $8.54 billion, took a $218 million charge tied to its hydrogen business, and guided for 2026 EBITDA of 17–18% of sales. Demand for data center generators offset weakness in North American truck markets. Analyst reaction was mixed; Truist raised its price target.
Corning stock hits first record close since 2000 as jobs, CPI data loom

Corning stock hits first record close since 2000 as jobs, CPI data loom

7 February 2026
Corning shares surged 8.3% to $122.16 Friday, their highest close since the dot-com era, after Meta agreed to buy up to $6 billion in fiber-optic cables. The stock is up 40% since late 2025, fueled by strong first-quarter guidance and AI data-center demand. Insiders sold shares following the rally, SEC filings show. Investors await next week’s U.S. jobs and inflation data for rate signals.
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