Oklo Partners with Meta to Develop 1.2 GW Nuclear Power Campus in Ohio
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 10 2026
0mins
Should l Buy META?
Source: Yahoo Finance
- Partnership Agreement: Oklo has announced a partnership with Meta Platforms to develop a 1.2 GW nuclear power campus in Ohio, which is expected to significantly enhance the sustainability and reliability of energy supply for Meta's data centers in the region.
- Market Reaction: Following the announcement, Oklo's stock surged by 18%, indicating strong investor confidence in the project and reflecting a growing market interest in clean energy solutions.
- Long-term Strategy: This project will not only provide Meta with a stable source of zero-carbon energy but also stimulate local economic development by creating jobs, thereby enhancing Oklo's competitive position in the nuclear energy market.
- Energy Transition: The collaboration underscores the importance of nuclear energy in meeting future energy demands, aligning Oklo's development plans with the global trend towards renewable energy, which may attract more investors to the clean energy sector.
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Analyst Views on META
Wall Street analysts forecast META stock price to rise
44 Analyst Rating
37 Buy
6 Hold
1 Sell
Strong Buy
Current: 639.290
Low
655.15
Averages
824.71
High
1117
Current: 639.290
Low
655.15
Averages
824.71
High
1117
About META
Meta Platforms, Inc. is building human connections, powered by artificial intelligence and immersive technologies. The Company's products enable people to connect and share with friends and family through mobile devices, personal computers, virtual reality (VR) and mixed reality (MR) headsets, augmented reality (AR), and wearables. It also helps people discover and learn about what is going on in the world around them, enabling people to share their experiences, ideas, photos, videos, and other content with audiences ranging from their closest family members and friends to the public at large. The Company's segments include Family of Apps (FoA) and Reality Labs (RL). FoA segment includes Facebook, Instagram, Messenger, WhatsApp and Threads. RL segment includes its virtual, augmented, and mixed reality related consumer hardware, software and content. Its product offerings in VR include its Meta Quest devices, as well as software and content available through the Meta Horizon Store.
About the author

Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
- Infrastructure Investment: Meta Platforms is planning a $10 billion data center in Indiana to support its expanding artificial intelligence infrastructure, expected to be operational in the coming years, thereby enhancing its competitive edge in the AI sector.
- AI Strategy Shift: The company is shifting its AI approach from open-source models to more closed systems, aimed at supporting future AI products and services, which could impact interactions among users, partners, and regulators.
- Stock Performance: Meta's stock is currently trading at approximately $639.77, with a 272.7% gain over the past three years and a 147.5% gain over five years, despite a 12.9% decline over the past year; this infrastructure investment may lay the groundwork for future growth.
- Increased Capital Needs: The Indiana data center and the shift towards closed-source AI underline the higher capital requirements associated with future AI products and services, prompting investors to monitor the returns on these investments and their impact on Meta's 26.8x P/E ratio.
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- Portfolio Adjustment: The fund increased its holdings in iShares Core S&P 500 ETF from 19,000 shares to 1.4 million shares, reaching a value of $956.7 million, reflecting an optimistic outlook on overall market performance and potentially enhancing portfolio stability.
- Reduction Strategy: The fund exited 194,000 shares of Meta Platforms, indicating a cautious stance on the social media sector's prospects, which may impact the company's stock price in the short term.
- Bitcoin ETF Profits: During Q4, the fund appeared to take profits from its Bitcoin ETF, reducing its stake to approximately 577,000 shares valued at $28.6 million, demonstrating a flexible strategy in response to the cryptocurrency market.
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- Strong Housing Starts: The latest data shows housing starts at 1.404 million, exceeding the expected 1.320 million, indicating a robust recovery in the real estate market that could drive demand for related construction materials and services.
- Increase in Building Permits: Building permits issued reached 1.448 million, surpassing the forecast of 1.412 million, signaling positive future construction activity that may boost investments and job growth in the construction sector.
- Money Flows in Magnificent Seven: In early trading, positive money flows were observed in Amazon, Microsoft, and NVIDIA, reflecting investor confidence in these tech giants, which could drive their stock prices higher and influence overall market sentiment.
- Negative Flows for Meta: In contrast to other Magnificent Seven stocks, Meta experienced negative money flows, potentially indicating market concerns about its future growth, which may impact its stock performance and prompt investors to reassess their positions.
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- Strategic Shift: Stanley Druckenmiller's Duquesne Family Office's latest 13F filing reveals a pivot towards the Brazil market (EWZ) while divesting from most Silicon Valley tech stocks, showcasing his keen insight into market inflection points.
- Surge in Options Trading: Druckenmiller not only purchased shares of the Brazilian ETF but also loaded up on EWZ call options, indicating his expectation of a significant upside move in the Brazilian market, thereby enhancing the risk-reward profile of his investments.
- Tech Stock Reduction: To fund his South American expansion, Druckenmiller aggressively trimmed his exposure to big tech and the AI sector; however, he still increased his stake in Alphabet (GOOGL) by 277% in Q4, acquiring 282,800 shares.
- Macro Diversification: By investing in the RSP and XLF ETFs, Druckenmiller is betting on a broader economic catch-up in the U.S., signaling a shift from a “growth at any price” strategy to a value-driven, commodity-heavy, and geographically diverse investment approach.
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- Nvidia Market Dominance: Nvidia (NVDA) dominates the data center GPU market, trading 12.4% below its high, yet its upcoming AI chip Rubin is expected to drive future growth, with analysts forecasting a 46% annualized earnings growth.
- Broadcom's Diversification Advantage: Broadcom (AVGO) is 23% below its high, but over a third of its business comes from infrastructure software solutions, with a projected long-term earnings growth of 35%, making it attractive at 32 times forward earnings.
- Meta Platforms Growth Potential: Meta (META) is down 19% from its high, yet its daily active users grew 7% year-over-year to 3.58 billion, with analysts estimating a 19% annualized earnings growth over the next three to five years, making it a compelling investment at just over 21 times forward earnings.
- Microsoft's AI Risks and Opportunities: Microsoft (MSFT) trades 26% below its high, facing competitive pressure from OpenAI, yet holds a 27% stake in OpenAI, with analysts predicting a 16% annualized earnings growth over the next three to five years, making it a valuable investment at under 24 times forward earnings.
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- Trial Context: Meta CEO Mark Zuckerberg is set to testify in Los Angeles Superior Court as part of a significant trial likened to the social media industry's 'Big Tobacco' moment, centered on a young woman claiming addiction to social media has harmed her mental health.
- Allegations: Plaintiff's lawyers accuse Meta and competitors like YouTube and TikTok of misleading the public about the safety of their services, knowing their app designs and features harm young users' mental health, while Meta denies these claims, stating that the jury must determine if Instagram was a substantial factor in the plaintiff's issues.
- Industry Implications: This trial is viewed as a 'Big Tobacco' moment for the social media sector, highlighting growing public concern over potential harms, which could lead to stricter regulations and legal liabilities affecting Meta and its peers' operational frameworks.
- Additional Lawsuits: Meta is also involved in a major trial in New Mexico, where the state's attorney general alleges the company failed to protect children and young users from online predators, intensifying public scrutiny over social media safety measures.
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