Meta Platforms jumped 3.6% today on news of new AI-driven ad‐creation tools and a 20-year, 1.1-GW nuclear power purchase agreement with Constellation Energy (CEG), pushing Meta to fresh highs. CEG shares climbed 7% after the deal was announced, as investors also bid up other nuclear names amid concerns over energy security and rising demand for clean baseload power.
Key highlights:
Meta Platforms (META):
Stock gain: +3.6% on June 3, 2025, to roughly $670.90.
Catalyst 1: Announced automating ad creation via AI, boosting advertiser efficiency.
Catalyst 2: Signed a 20-year nuclear offtake deal with CEG’s Clinton Clean Energy Center, effective 2027.
Constellation Energy (CEG):
Stock gain: +7% on June 3, 2025, after sealing the long-term contract with Meta.
Deal details: Meta will purchase 1.1 GW of nuclear power from the Clinton plant, keeping it open and underlining baseload stability.
Peer lift: CEG’s move also lifted fellow nuclear/utility names like Vistra Energy, Talen Energy, Oklo, and Cameco.
Nuclear stocks – still the place to be? Yes. Today’s rally in CEG and related names reflects growing investor appetite for low-carbon, reliable power amid geopolitical tensions and clean-energy targets. The Meta-CEG deal underscores that blue-chip corporate buyers are locking in long-dated nuclear contracts, keeping nuclear equities firmly in favor.
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Meta Platforms and Constellation Energy see gains following contract as AI demand remains white hot
Meta Platforms jumped 3.6% today on news of new AI-driven ad‐creation tools and a 20-year, 1.1-GW nuclear power purchase agreement with Constellation Energy (CEG), pushing Meta to fresh highs. CEG shares climbed 7% after the deal was announced, as investors also bid up other nuclear names amid concerns over energy security and rising demand for clean baseload power.
Key highlights:
Nuclear stocks – still the place to be?
Yes. Today’s rally in CEG and related names reflects growing investor appetite for low-carbon, reliable power amid geopolitical tensions and clean-energy targets. The Meta-CEG deal underscores that blue-chip corporate buyers are locking in long-dated nuclear contracts, keeping nuclear equities firmly in favor.