Shares of Oklo Inc. and Vistra Corp. climbed as the broader U.S. stock market rose, driven in part by new nuclear power agreements with Meta Platforms that reflect growing investor enthusiasm around long-term energy contracts tied to artificial intelligence infrastructure. The moves in Oklo and Vistra stocks came alongside gains in other segments of the market, including rate-sensitive and mortgage-related names following recent economic data.

Investors cheered Meta’s decision to secure multi-gigawatt nuclear energy supply to support its expanding data-centre footprint, particularly the Prometheus AI computing cluster under construction in Ohio. Meta struck long-term deals with multiple nuclear energy providers, including Vistra — which will supply electricity from existing nuclear plants — and Oklo, which is developing advanced reactors that could deliver new capacity over the next decade. These agreements are part of Meta’s strategy to lock in reliable and low-carbon power as AI workloads drive up electricity demand.

The news provided a catalyst for Oklo’s stock performance, as the company’s role in the nuclear build-out positions it as a beneficiary of corporate power purchases that go beyond traditional utility customers. Traders interpreted Meta’s commitment as a strong validation of Oklo’s technology and project pipeline, helping to support a notable uptick in investor interest. At the same time, Vistra’s stock also rose, reflecting its established position as a major generator of nuclear energy now receiving long-term contractual backing from a high-profile corporate buyer.

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Market commentators noted that the nuclear deal news helped offset some of the headwinds in risk sentiment following other economic data, buoying equities that are sensitive to structural growth themes such as energy infrastructure and technology. The broader market’s rise — which included gains in housing-related and rate-linked stocks — suggested that investors are positioning for a mixed but opportunity-rich outlook in 2026.

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Overall, the share price strength in Oklo and Vistra illustrates how strategic energy supply agreements, especially involving emerging technology demand drivers like AI, can influence market performance across sectors. For energy and nuclear suppliers, securing long-term corporate offtake deals has become an attractor for capital, prompting positive moves in related equities as markets digest the implications of these multi-year commitments.