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Nuclear power stocks just got a major catalyst. Oklo and Vistra shares surged after landing a landmark deal—Meta is purchasing nuclear power from these companies to fuel its AI data center operations. This move reflects the growing demand for sustainable, reliable energy infrastructure as artificial intelligence workloads skyrocket. The broader market took notice, with sector peers climbing alongside the two gainers. It's a sign that the AI boom is reshaping energy markets, and these nuclear players are positioned to capitalize on the long-term infrastructure buildout ahead.