Stock Movers Oklo Rises on Meta Deal; Mortgage Stocks Rally; Rio Open to Unlock Glencore Deal
Jan 9, 2026
Meta's recent electric deals have propelled Oklo and Vistra shares, making waves in the nuclear energy sector. Meanwhile, mortgage stocks saw a surge following a significant $200 billion bond purchase directive from Trump. Additionally, discussions are heating up around a potential merger between Rio Tinto and Glencore, which could reshape the copper market. The integration of small modular reactors with data centers is also gaining attention as the energy landscape evolves.
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Meta Spurs Nuclear Demand
- Meta's electricity deals could make it the largest nuclear buyer among hyperscalers and spur new small reactor builds.
- That scale could represent billions in revenue for generators and accelerate modular nuclear deployment near data centers.
Deals Back Existing Plants And Small Reactors
- Agreements include purchases from existing Vistra plants plus support for small reactors Oklo and Terrestrial Energy plan to build.
- The deals could total up to six gigawatts, enough to power roughly five million homes and signal big early investment needs.
Small Modular Reactors Near Data Centers
- Small modular reactors can sit next to data centers and provide low-carbon, localized power.
- Lisa Mateo and the Unknown Host suggest modular nuclear could scale quickly to meet AI data center demand.