TMTB Morning Wrap
QQQs +25bps ahead of NFP in a few minutes and a potential Tariff ruling around 10am. Asia stocks up overnight: TPX +0.85%, NKY +1.61%, Hang Seng +0.32%, HSCEI +0.1%, SHCOMP +0.92%, Shenzhen +1.34%, Taiwan TAIEX -0.24%, Korea KOSPI +0.75%.
Happy Friday - that was a fun first week of 2026. Let’s get to it…
META/Nuclear/OKLO/VST: Meta signs nuclear energy deals to power Prometheus AI supercluster
Good for VST +14% OKLO +17% LEU +6%
PR link here
CNBC:
The arrangements with Vistra, TerraPower and Oklo, which are all working on nuclear power technologies, are for Meta’s Prometheus supercluster computing system that’s being built at a data center in New Albany, Ohio. No financial terms were disclosed. In working with the three companies on energy production, Meta said the projects should add 6.6 gigawatts of power by 2035, exceeding the total demand of New Hampshire. Meta expects the agreements to create “thousands of construction jobs and hundreds of long-term operational jobs.”
SNDK/MEMORY: SanDisk seeks prepaid cash deals for long-term HAND supply - Digitimes
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