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Market Impact: 0.18
Jacob Sonenshine Sees MU Buy Opportunity, TER & SO as Hidden AI Plays
Source: youtube.com
Artificial IntelligenceCompany FundamentalsInfrastructure & Defense
Barron's highlights Southern Company (SO) as a utility “putting CapEx money to work” as the AI buildout accelerates, implying supportive demand for power and grid investment. The piece is more a watchlist/positioning note than a quantified update, so near-term price impact is likely limited.
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