The article separates nuclear power deals into signed contracts and letters of intent or other non-binding agreements. Signed deals include 20-year agreements between Constellation Energy and Microsoft, Meta and Amazon, and 20-year power purchase agreements between Vistra and Meta. Oklo's 12-gigawatt master agreement with Switch was reported by trade press as non-binding, and Oklo's shares have fallen about 80% over the past 12 months while it still lacks a commercial reactor license. Cameco has uranium sales contracts covering around 230 million pounds, and Centrus Energy has signed a contract finalizing terms for a $900 million Department of Energy award. NuScale Power's shares have fallen nearly 86% over the past year, while its partner ENTRA1 continues talks with the Tennessee Valley Authority.
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Related tickers and likely impact
MSFT
• NeutralMicrosoft
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Systems Software |
| Market cap | $3.9T |
| Close on 10/28/2026 | 530.83 |
| Change that session | -0.09% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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