Core Viewpoint - Southern Company is a significant energy provider in the U.S., focusing on electricity generation, transmission, and distribution, with a competitive landscape that includes Duke Energy and NextEra Energy [1] Investment Sentiment - Analyst Shelby Tucker from Cowen & Co. has set a price target of $112 for Southern Company, indicating a potential increase of 15.33% from the current stock price of $97.11, reflecting confidence in the company's future performance [2][6] - 111 Capital has invested approximately $3.4 million in Southern Company by acquiring 36,169 shares, representing about 0.6% of its portfolio, which indicates positive sentiment towards the company's growth potential [3][6] - Other investment firms, including Cloud Capital Management LLC, Grey Fox Wealth Advisors LLC, and Steigerwald Gordon and Koch Inc., have also made new investments in Southern Company, with amounts of $25,000, $29,000, and $34,000 respectively [4] Stock Performance - Southern Company's stock is currently priced at $96.41, with a slight decrease of 0.79 or -0.81%, and has ranged from $96.16 to $97.35 today [5] - Over the past year, the stock has reached a high of $100.84 and a low of $83.09, with a market capitalization of approximately $107.92 billion, maintaining its status as a major player in the energy sector [5]

The Nuclear Energy Palimpsest | ETF TrendsRepainting the canvas. The nuclear energy opportunity has been gathering renewed interest lately. Up until The Southern Company's plant Vogtle units 3 and 4 finally got completed and brought online in 2023 and 2024, it had been nearly four decades since new traditional nuclear capacity had been built from scratch. Decommissioning and retirement of nuclear power plants began in the 1980's, slowed in 2000-2010, and then reached its peak from 2012- 2022, taking capacit ...

Key Takeaways DLR enters Portugal via a Lisbon data center acquisition, strengthening its footprint in Southern Europe.DLR's Lisbon site near major subsea cables will support up to 2.4 MW and target service in early 2027.DLR also expanded in Bulgaria via Telepoint, adding two Sofia data centers.Digital Realty (DLR) has entered Portugal with the acquisition of a data center in Lisbon, marking another step in its strategy to expand across fast-growing digital infrastructure markets. The move strengthens the c ...

Upgrades - RBC Capital upgraded Builders FirstSource (BLDR) to Outperform from Sector Perform with an unchanged price target of $119, citing an attractive risk/reward due to the stock's valuation pullback [2] - Goldman Sachs upgraded AIG (AIG) to Buy from Neutral with a price target of $90, up from $83, indicating a 16% total return potential and highlighting peer-high earnings growth and improving return on equity [3] - Evercore ISI upgraded Southern Company (SO) to Outperform from In Line with a price target of $111, up from $103, expressing a bullish outlook and belief that shares are poised for all-time highs [4] - Benchmark upgraded Penn Entertainment (PENN) to Buy from Hold with a price target of $21, noting that reaching break-even and meaningful free cash flow expansion can significantly improve the company's profile [4] - Scotiabank upgraded MongoDB (MDB) to Outperform from Sector Perform with a price target of $310, up from $275, suggesting that the current reset level presents an attractive buying opportunity [5] Downgrades - Arete downgraded Meta Platforms (META) to Neutral from Buy with a price target of $676, down from $732, due to concerns over lagging AI monetization and increasing investments leading to margin declines [6] - Rothschild & Co Redburn downgraded American Airlines (AAL) to Neutral from Buy with a price target of $12.50, citing accelerating domestic airline capacity growth and disruptive pressures from the Iran conflict [6] - Wedbush downgraded StubHub (STUB) to Neutral from Outperform with a price target of $10, down from $18, following a Q4 report that raised concerns about the value of StubHub's direct issuance business [6] - Craig-Hallum downgraded Grocery Outlet (GO) to Hold from Buy with a price target of $7.50, down from $21, after disappointing Q4 results and lower-than-expected 2026 guidance [6] - Goldman Sachs downgraded Allstate (ALL) to Neutral from Buy with a price target of $231, down from $238, expressing concerns about market positioning and exposure to autonomous vehicles [6]

Berkeley, California--(Newsfile Corp. - March 5, 2026) - Helio Corporation (OTCID: HLEO) ("Helio" or the "Company") today announced the successful completion of its recent Texas and Florida non-deal investor roadshow while also confirming additional investor meetings in Florida scheduled for March 9-10, followed by the Company's participation in the National Investment Banking Association (NIBA) Conference in Fort Lauderdale on March 11-12, 2026.The February roadshow represented another step in Helio's ong ...

Mississippi Power names Meridian native Fredie Carmichael vice president of Customer Solutions and Corporate Communications Accessibility Statement Skip NavigationGULFPORT, Miss., March 4, 2026 /PRNewswire/ -- Mississippi Power today announced its board of directors has elected Fredie Carmichael as vice president of Customer Solutions and Corporate Communications, effective March 16. Carmichael will also serve as a member of the company's management council.Carmichael will oversee Customer Solutions and Cor ...

Core Viewpoint - Southern Company has received an upgrade to a Sector Weight rating from KeyBanc, indicating a more optimistic outlook on its performance in the energy sector [1][2]. Group 1: Stock Performance - At the time of the upgrade, Southern Company's stock was priced at $96.79, with fluctuations between $95.29 and $97.78 [2]. - The stock price experienced a slight decrease of 0.45% despite the positive rating adjustment [4]. Group 2: Investment Activity - Investment interest in Southern Company has increased, with 111 Capital acquiring 36,169 shares valued at approximately $3.4 million, making it the 25th largest holding in their portfolio [3]. - Other entities, such as Cloud Capital Management LLC and Grey Fox Wealth Advisors LLC, have also made smaller investments, valued at $25,000 and $29,000 respectively [3]. - Chilton Capital Management LLC significantly increased its stake in Southern Company by 120.1% in the third quarter, reflecting growing investor confidence [4]. Group 3: Market Position - Southern Company has a market capitalization of approximately $108.35 billion and a trading volume of 3,518,008 shares today, highlighting its strong market presence [4].

Core Insights - Digital Realty has expanded its global data center footprint by acquiring a facility in Lisbon, Portugal, enhancing its commitment to seamless connectivity across international markets [1][4] Group 1: Expansion and Strategic Importance - The Lisbon facility is designed to support up to 2.4 MW of IT load, marking a significant addition to Digital Realty's Southern European operations [2] - Portugal is becoming a key global digital and interconnection hub, bolstered by extensive subsea cable infrastructure connecting multiple continents [2][3] - Lisbon serves as a critical Atlantic gateway, providing low-latency connectivity to the Americas and enhancing transcontinental data routes [3] Group 2: Infrastructure and Connectivity - The new facility will be the closest data center to submarine cable landings in Carcavelos, improving infrastructure resilience and diversity in the Lisbon market [4] - Digital Realty's Lisbon data center will interconnect with campuses in Accra, Ghana; Lagos, Nigeria; and Cape Town, South Africa, strengthening digital corridors between Europe and Africa [5] - The company is planning for long-term scalability with future expansion and campus development, aiming to create a hub for connected communities [5] Group 3: Regional Synergy - Digital Realty's entry into Portugal complements its existing presence in Spain, where it operates four data centers in Madrid and plans to launch a facility in Barcelona [6] - Together, Lisbon, Madrid, and Barcelona will form a highly interconnected regional platform, facilitating seamless global data flows [6] Group 4: Future Trends - The growth of AI workloads is reshaping global data flows, positioning Lisbon as a natural gateway for next-generation AI infrastructure [7]

Core Viewpoint - Southern Cross Gold Consolidated Ltd. has graduated to the Toronto Stock Exchange, marking a significant milestone for the company and its future growth prospects [1]. Group 1: Company Overview - Southern Cross Gold is developing a major gold-antimony mine at its flagship Sunday Creek project, located 60 kilometers north of Melbourne in Victoria's Central Goldfields [2]. - The Sunday Creek project features world-class geology, having produced 79 intercepts exceeding 100g/t Au from 113 kilometers of drilling, in a region with a mining history dating back to the 1850s [2]. Group 2: Funding and Operations - The company is fully funded and permitted for a 200-kilometer drill campaign, utilizing 10 surface rigs and planning to add 12 underground rigs by the end of 2026, coinciding with the completion of its permitted exploration decline [3]. - Southern Cross Gold is actively expanding its experienced team and board to enhance shareholder value and create job opportunities in the region [3].

Core Insights - Nuclear power is gaining attention due to increased electricity demand driven by artificial intelligence and data centers, leading investors to compare advanced reactor developers with established utilities [1] Group 1: Company Profiles - Oklo Inc. (OKLO) is a high-risk, high-reward investment focused on next-generation small reactors, while Southern Company (SO) provides income stability and visible earnings growth through regulated assets [2] - OKLO is developing a utility-like model by owning and operating Aurora small nuclear plants, with revenues expected from long-term power purchase agreements [3] - Southern Company reported adjusted earnings per share of $4.30 for 2025, a 6% increase year-over-year, and projects continued growth in earnings per share through 2028 [8][10] Group 2: Financial Performance - OKLO has a significant liquidity position with approximately $1.2 billion in cash, allowing it to fund several years of licensing and development activities [5] - Southern Company has a five-year capital plan of $81 billion, with 95% allocated to regulated utilities, supporting projected average annual rate base growth of 9% [10][11] - Southern Company has signed contracts totaling 10 gigawatts, with additional contracts nearing execution, ensuring financial stability through long-term agreements [9] Group 3: Risks and Challenges - OKLO faces elevated risks, including previous rejection of its reactor application by the Nuclear Regulatory Commission and ongoing regulatory approvals [6] - Southern Company must manage large capital projects and may dilute existing shareholders by issuing new shares to raise funds [12] - OKLO is still pre-revenue and reported a loss of 20 cents per share in Q3 2025, with expectations of continued losses until late 2027 or 2028 [7][18] Group 4: Market Performance - Over the past three months, Southern Company shares have increased by over 6%, while OKLO shares have declined by 25.3%, indicating a preference for earnings visibility and stability [13] - The price-to-book ratio for Southern Company is less than 3, while OKLO trades at 8.6 times, reflecting the higher risk associated with OKLO's growth narrative [15] Group 5: Earnings Outlook - The Zacks Consensus Estimate for Southern Company's 2026 earnings indicates a growth of 6.5%, while OKLO is projected to experience a 5.5% decline in earnings [17][18] - Southern Company is positioned for multi-year growth, while OKLO's earnings depend on regulatory milestones and capital market conditions [20]