Meta Platforms (META) Stock: Shares Jump On Nuclear Deal and AI Advertising Push

TLDR

Table of Contents

Meta signs 20-year power deal with Constellation Energy to keep Illinois nuclear plant running past 2027
Agreement marks Meta’s first nuclear power purchase as Big Tech seeks reliable energy for AI and data centers
Stock gained 3.62% Monday on news of fully AI-powered advertising engine launching by 2026
Shareholders rejected proposal to add Bitcoin to Meta’s treasury reserves with over 4.9 billion votes against
Meta increases 2025 capital spending to $72 billion to fund AI infrastructure and advertising automation

Meta Platforms closed at $670.90 after gaining 3.62% during Monday trading. The tech giant announced multiple strategic moves that caught investor attention.

The company struck its first nuclear power agreement with Constellation Energy. The 20-year deal will keep the Clinton Clean Energy Center in Illinois operating beyond 2027.

Meta’s power purchase agreement comes as the Illinois subsidy program expires. The state currently helps fund the nuclear plant through ratepayer credits for zero-emission power generation.

New partnership between $CEG & $META:
20-year deal to supply nuclear power to Meta to power its AI infrastructure. Constellation supplying ~1,100 megawatts of emissions-free nuclear energy from the Clinton Clean Energy Center in Illinois.
Market reaction? pic.twitter.com/pxWK7ZiDGm
— Carl Spackler (@BushwoodCap) June 3, 2025

The Clinton plant has a capacity of 1,121 megawatts and powers about 800,000 homes. It began operating in 1987 and Constellation applied to renew its license through 2047.

The deal allows Constellation to expand Clinton by 30 megawatts. Meta will provide financial support for re-licensing and operations, though the amount remains undisclosed.

“One of the things that we hear very acutely from utilities is they want to have certainty that power plants operating today will continue to operate,” said Urvi Parekh, Meta’s head of global energy.

AI Advertising Engine Threatens Traditional Agencies

Meta confirmed plans to launch a fully AI-powered advertising engine by late 2026. The system will let businesses create and run campaigns by uploading a product image and setting a budget.

The AI tool will create visuals, write copy, and set bids automatically. This could eliminate the need for advertising agencies or internal marketing teams for many businesses.

Global marketing firms felt the impact immediately. WPP, Publicis Groupe, and Havas all fell over 3% on the news.

The new system will use user data and geotargeting to personalize ads across Facebook and Instagram. It will monitor performance, reallocate budgets, and optimize bids in real-time.

Small businesses will gain access to tools previously available only to larger brands. A boutique shop can launch automated campaigns with minimal input and receive optimized results.

Meta currently offers basic AI ad optimization features. The new suite will automate campaign creation entirely, giving the company control over every layer of the digital ad process.

Shareholders Reject Bitcoin Treasury Proposal

Meta shareholders voted against adding Bitcoin to the company’s balance sheet during the annual meeting. Only 3.92 million votes supported the motion while over 4.9 billion opposed it.

Mark Zuckerberg controls about 60% of voting power and likely voted against the proposal. The plan aimed to allocate part of Meta’s $72 billion reserves to Bitcoin as an inflation hedge.

The proposal came from Ethan Peck of Strive, backed by the National Center for Public Policy Research. Similar proposals at Microsoft and Amazon also failed to gain shareholder support.

Meta previously explored blockchain through the failed Libra and Diem stablecoin projects. The company does not currently hold crypto assets but internal reports suggest renewed interest in stablecoins for payments.

The company has shifted its immediate focus toward AI and advertising automation instead. Meta raised its 2025 capital expenditure target to $72 billion to support these initiatives.

These funds will support large-scale machine learning projects aimed at enhancing ad precision and platform efficiency. With over 3.4 billion users across its apps, Meta has unmatched reach to deploy these tools.

Joe Dominguez, CEO of Constellation, said the company is having conversations with other clients across the country. “We’re definitely having conversations with other clients, not just in Illinois, but really across the country, to step in and do what Meta has done.”

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