New York, Jan 9, 2026, 12:02 EST — Regular session
- Mirion Technologies shares gained as nuclear-linked stocks climbed on a new round of Big Tech nuclear power deals.
- Investors moved into nuclear buildout plays, spanning SMR developers and uranium producers.
- Next up are catalysts such as a Jan. 13 investor conference slot and a projected mid-February earnings date.
Mirion Technologies (NYSE:MIR) shares rose on Friday, moving with a wider run-up in nuclear-related names after Meta Platforms announced long-term nuclear power agreements linked to its data center buildout.
The move matters now because investors are treating nuclear power as a near-term answer for “always on” electricity demand, and they’re sending cash down the supply chain. Mirion sells radiation safety and measurement tools used across nuclear energy and other end markets, the company says. (Mirion Technologies, Inc.)
Meta said it struck 20-year power purchase agreements — long-term contracts to buy electricity — with Vistra for output from three U.S. nuclear plants, and also signed development deals with Oklo and TerraPower for small modular reactors, or SMRs, a smaller reactor design that backers say can be built in factories. Meta’s chief global affairs officer Joel Kaplan said the plans would make Meta “one of the most significant corporate purchasers of nuclear energy in American history.” (Reuters)
Mirion gained $2.19 to $26.45 after trading in a range of $24.93 to $27.10. Volume was roughly 2.5 million shares.
Other nuclear names climbed, too. Oklo rose about 11%, NuScale Power was up about 5%, and uranium producer Cameco added about 3%.
Mirion had a smaller update of its own this week. The company said Wednesday it has installed an advanced gamma spectroscopy system at the International Atomic Energy Agency’s newly modernized Terrestrial Environmental Radiochemistry laboratory in Seibersdorf, Austria. It follows a partnership agreement signed in September 2025. (Mirion)
The wider nuclear trade is getting a lift too. Uranium futures have climbed above $81 per pound this month, their highest level in more than two months, Trading Economics data showed. (Trading Economics)
The rally has risks of its own. Nuclear projects can take years to permit and build, SMRs still don’t have U.S. commercial operating fleets, and today’s deal headlines can fade fast if orders and timelines don’t materialize.
Investors are set to listen for any new remarks at a CJS Securities investor conference scheduled for Jan. 13, while the next check-in on results looms — with MarketScreener projecting a Q4 2025 earnings release on Feb. 16.
