U.S. stocks were higher, with the Dow Jones index gaining around 200 points on Friday.Shares of CG Oncology Inc (NASDAQ:CGON) rose sharply during Friday's session after the company announced an expedited timeline for the topline data readout now expected in the first half of 2026 for the Phase 3 PIVOT-006 clinical trial comparing adjuvant intravesical cretostimogene grenadenorepvec versus surveillance in patients with intermediate-risk non-muscle invasive bladder cancer.CG Oncology shares jumped 21.8% to $5 ...

格隆汇1月9日｜Oklo(OKLO.US)涨超18%，Vistra Energy(VST.US)涨16%；Meta Platforms(META.US)宣 布与Vistra、Oklo及TerraPower签署核能供电协议。 ...

The shares of Oklo Inc (NYSE:OKLO) and Vistra Corp (NYSE:VST) are surging this morning, after both nuclear energy companies announced a 20-year deal with Meta Platforms (META) to provide power for its hyperscaler data center campus in Ohio.OKLO was last seen up 14.5% to trade at $111.79, eyeing its best single-day percentage pop since Oct. 13. The equity earlier hit its highest level since November, with its 200-day moving average stepping up as support to start the year. Over the last nine months, Oklo sto ...

Key Takeaways Meta on Friday announced deals with a trio of nuclear energy companies to power its data centers.Vistra will provide energy from its current reactors, while startups Oklo and TerraPower will sell Meta power as they build reactors into the 2030s, the companies said. Several nuclear energy stocks surged Friday morning thanks to new agreements with a Big Tech giant. Facebook and Instagram parent Meta Platforms (META) said Friday it's reached agreements with nuclear energy provider Vistra Cor ...

Oklo stock (NYSE: OKLO) jumped over 15% on Friday after Meta announced an agreement to support development of a 1.2-gigawatt advanced nuclear campus in Pike County, southern Ohio. The landmark deal that marks the small modular reactor maker's first major commercial validation and signals growing corporate appetite for nuclear power to fuel artificial intelligence operations. The announcement underscores a critical inflection point: as AI data centers consume electricity at rates that strain aging power grid ...

(Bloomberg) — Oklo Inc. (OKLO) and Vistra Corp. (VST) shares rallied, leading peers higher, after Meta Platforms Inc. (META) agreed to a purchase nuclear power from the companies to run artificial-intelligence data centers. Oklo shares gained as much as 19%, while Vistra shares rose as much as 16%. Peers NuScale Power Corp. (SMR) also rose on the news as did uranium producers like Centrus Energy Corp (LEU). and Cameco Corp. (CCJ). “This news is incrementally positive for the entire nuclear energy indust ...

周五，核电股盘前全线大涨，Oklo Inc(OKLO.US)飙升近19%，Vistra Energy(VST.US)涨超16%， NuScale Power(SMR.US)涨近13%，NANO Nuclear Energy(NNE.US)涨超11%，Centrus Energy(LEU.US)、Constellation Energy(CEG.US)涨超7%。消息面上，Meta宣布与三家核电供应商达成 协议，分别是Oklo、Vistra和TerraPower。根据官方新闻稿，Meta将从Vistra位于俄亥俄州的Perry核电站 和Davis-Besse核电站，以及宾夕法尼亚州的Beaver Valley核电站购电。Meta表示，该协议将有助于为俄 亥俄州核电站的扩建提供资金，并延长这些核电站的运行寿命。目前，这些核电站的运营许可至少有效 至2036年，其中Beaver Valley核电站两座反应堆中的一座获准运行至2047年。 Meta全球事务首席官乔尔.卡普兰(Joel Kaplan)表示，加上公司去年与Constellation达成的协议，这些计 划将"使Meta成为美国历史上最重要的企业核电采购方之一 ...

市场整体动态 - 1月9日美股盘前，三大股指期货齐涨，道指期货涨0.04%，标普500指数期货涨0.11%，纳指期货涨0.20% [1] - 欧洲主要股指上涨，德国DAX指数涨0.41%，英国富时100指数涨0.52%，法国CAC40指数涨0.86%，欧洲斯托克50指数涨1.06% [2] - 国际油价上涨，WTI原油涨0.73%至58.18美元/桶，布伦特原油涨0.73%至62.44美元/桶 [3][4] 宏观经济与政策焦点 - 市场将迎来美国12月非农报告及最高法院对特朗普关税政策合法性裁决的双重考验，投资者警惕高估值下的市场波动 [5] - 高盛预计非农就业人数增长约7万人，认为数据需出现“相当剧烈”的意外才能显著改变市场对美联储年中开始降息的预期 [5] - 美国总统特朗普指示房利美和房地美购买2000亿美元的抵押贷款债券，旨在降低抵押贷款利率 [7] - 受特朗普政府有利政策推动，2025年稳定币交易总量同比大增72%，达到33万亿美元，其中USDC交易量18.3万亿美元，USDT交易量13.3万亿美元 [8] 科技与人工智能行业 - Meta签署三项总计6.6吉瓦的大型核能协议，为其AI数据中心确保零碳电力，合作方包括Vistra和Oklo，消息后Oklo股价盘前涨约20%，Vistra涨超10% [9] - 台积电第四季度营收跃升约20%，达到1.05万亿元新台币（约331亿美元），优于市场预期，强化了2026年全球AI支出保持强劲的乐观预期 [13] 半导体与芯片行业 - 美国总统特朗普会晤英特尔CEO，赞扬公司进展，自美国政府计划购买其高达10%股份以来，英特尔股价已上涨超过70%，目前政府已持有约5.5%股份 [10] 汽车制造行业 - 通用汽车将计提60亿美元费用以剥离部分电动汽车投资，成为又一家收缩电动车业务的整车厂，其中42亿美元为涉及供应商的现金支出 [12] - 通用汽车表示，此次减值不会影响其在美国市场在售的约十余款电动车型 [12] 能源与大宗商品行业 - 力拓为吞并嘉能可，对保留嘉能可庞大的煤炭业务持开放态度，此举意味着其策略的重大转变 [11] 金融与房地产行业 - 特朗普指示“两房”购买2000亿美元MBS的消息，推动抵押贷款支持证券上涨，相关股票Rocket Cos盘前涨超6%，LoanDepot盘前涨超15% [7] 制药行业 - 强生公司与特朗普政府达成协议，将为美国民众下调药品价格，以换取至关重要的关税豁免 [14] 市场资金与投资者行为 - 散户交易者在2025年创下历史纪录性的交易额及收益后，已将“逢低买入”热潮延续到2026年，成为美股牛市的重要驱动力 [6]

PIKE COUNTY, Ohio--(BUSINESS WIRE)---- $OKLO #advancedfission--Oklo Inc. (NYSE: OKLO) (Oklo), an advanced nuclear technology company, announced an agreement with Meta Platforms, Inc. (Nasdaq: META) that advances Oklo's plans to develop a 1.2 GW power campus in Pike County, Ohio, to support Meta's data centers in the region. The agreement provides a mechanism for Meta to prepay for power and provide funding to advance project certainty for Oklo's Aurora powerhouse deployment. Oklo will use the funds to secur ...

If you want full access to all our reports, data and investing ideas, join The Aerospace Forum , the #1 aerospace, defense and airline investment research service on Seeking Alpha, with access to evoX Data Analytics, our in-house developed data analytics platform.Hensoldt AG ADR ( HAGHY ) has fallen around 10% since my last report , significantly underperforming the S&P 500’s ( SP500 ) 1.9% gain. The European defense-electronics and optronics specialist came under pressure following its recent InvestorDhier ...