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NYSE:VST 6 January 2026 - 10 January 2026

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.
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

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.
10 January 2026
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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.
10 January 2026
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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.
9 January 2026
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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
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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.
9 January 2026
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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.
9 January 2026
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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.
9 January 2026
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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.
9 January 2026
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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.
9 January 2026
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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.
9 January 2026
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Oklo stock jumps as Meta backs 1.2-GW Ohio nuclear campus to power AI data centers

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

Oklo shares surged nearly 20% premarket after Meta agreed to back its 1.2-gigawatt nuclear project in Ohio and signed 20-year power deals with Vistra. Meta will prepay for electricity and help fund Oklo’s Aurora reactors. Oklo disclosed plans to sell up to $1.5 billion in stock, raising dilution concerns. The company remains pre-revenue and burned $62.2 million in cash over the past year.
9 January 2026
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Constellation Energy stock slides as Calpine deal closes, investors eye integration updates

Constellation Energy stock slides as Calpine deal closes, investors eye integration updates

Constellation Energy shares fell 4.2% to $324.54 Thursday, extending losses after closing its $26.6 billion Calpine acquisition. The combined company now controls 55 gigawatts of generation capacity. The Nuclear Regulatory Commission approved a $167 million digital safety upgrade at Constellation’s Limerick nuclear plant. Broader U.S. power sector stocks also declined amid a cautious market.
8 January 2026
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Why Vistra stock is sliding after the $4.7 billion Cogentrix deal

Why Vistra stock is sliding after the $4.7 billion Cogentrix deal

Vistra Corp shares dropped 8% to $155.93 after Moody’s revised its outlook to stable from positive, citing the company’s $4.7 billion deal to buy Cogentrix’s 5.5-GW gas portfolio. Vistra plans to finance the purchase partly with up to $2 billion in bridge loans from Goldman Sachs. Other U.S. power producers also traded lower. Investors await updates on financing and regulatory reviews.
7 January 2026
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Vistra stock jumps after $4.7 billion Cogentrix buyout bet on AI power demand

Vistra stock jumps after $4.7 billion Cogentrix buyout bet on AI power demand

Vistra shares climbed 4.1% in after-hours trading after it agreed to buy Cogentrix Energy for $4.7 billion, adding 5.5 GW of natural-gas generation. The deal includes $2.3 billion in cash, $900 million in stock, and $1.5 billion in assumed debt. Vistra secured up to $2 billion in bridge loans from Goldman Sachs. The transaction faces regulatory review and hinges on customer demand and power market trends.
6 January 2026
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