Morning Movers: Oklo, Vistra climb following Meta nuclear energy deals

Stock futures are modestly higher after the December nonfarm payrolls report and ahead of a looming Supreme Court decision on President Trump’s tariff policy. Major indexes have shown resilience early in 2026 after a strong finish to 2025, but the run of gains has met headwinds this week as investors weigh cooling tech momentum and the uncertainty around incoming labor data that could influence expectations for the Federal Reserve’s policy path.

Defensive sectors such as energy and mining have shown relative strength, while value-oriented and cyclical areas are attracting attention amid the rotation, and safe-haven assets like gold have also drawn demand as risk sentiment fluctuates. 

In pre-market trading, S&P 500 futures rose 0.33%, Nasdaq futures rose 0.42% and Dow futures rose 0.32%.

Check out this morning’s top movers from around Wall Street, compiled by The Fly. 

HIGHER –

• Oklo (OKLO) up 18% after announcing an agreement with Meta Platforms (META) that advances Oklo’s plans to develop a 1.2 GW power campus in Pike County, Ohio, to support Meta’s data centers in the region
• Vistra (VST) up 17% after entering into 20-year purchase power agreements to provide more than 2,600 megawatts of zero-carbon energy from a combination of three different Vistra nuclear plants to support Meta’s operations in the region
• Intel (INTC) up 2% after President Trump reported a “great meeting” with CEO Lip-Bu Tan

UP AFTER TRUMP RECOMMENDED THE PURCHASE OF $200B IN MORTGAGE BONDS –

• Offerpad Solutions (OPAD) up 48%
• LoanDepot (LDI) up 16%
• Opendoor Technologies (OPEN) up 11%
• Rocket Companies (RKT) up 6%
• UWM Holdings (UWMC) up 6%

DOWN AFTER EARNINGS –

• WD-40 (WDFC) down 8%

LOWER –

• Aquestive Therapeutics (AQST) down 37% after the FDA notified the company that it had identified deficiencies in the Anaphylm NDA that preclude discussion of labeling and post-marketing commitments at this time
• AXT Inc. (AXTI) down 14% after axing its Q4 revenue outlook