Core Insights - Southern Company's subsidiary, Southern Telecom, has partnered with Seimitsu to form SouthernWaves, aimed at delivering next-generation fiber-optic network services across the Southeastern United States [1][9] - This strategic alliance combines Southern Telecom's secure dark fiber infrastructure with Seimitsu's advanced network management capabilities, enhancing service offerings [2][4] Infrastructure Development - SouthernWaves introduces scalable, secure, and high-performance connectivity, crucial for the digital economy, supported by a state-of-the-art Network Operations Center in Savannah [3][14] - The partnership shifts from dark fiber solutions to lit services, allowing businesses to avoid investing in their own network equipment, thus simplifying operations and reducing capital expenditure [4][5] Project Engagement - SouthernWaves has engaged with Georgia Power to support the South Downtown Atlanta project, which aims to revitalize 56 buildings and create over one million square feet of commercial space [6][10] - The high-capacity fiber infrastructure will facilitate the integration of smart building technologies and advanced data services, positioning South Downtown as a technology hub [7][11] Regional Expansion - SouthernWaves aims to elevate digital readiness across the Southeast, providing connectivity solutions to businesses in Georgia, South Carolina, Alabama, and beyond [12][13] - The initiative addresses regional broadband gaps, ensuring both urban centers and underserved rural areas benefit from enhanced connectivity [13] Security and Reliability - SouthernWaves emphasizes security and reliability, with robust fiber routes and continuous monitoring to protect mission-critical data [14][15] - This infrastructure ensures high uptime and quick threat response, essential for industries where downtime is costly [15] Future Readiness - The collaboration positions Atlanta for the upcoming FIFA World Cup, showcasing the city's readiness for international attention and demand [16][17] - SouthernWaves is not just about internet connectivity; it aims to empower communities and businesses in a technology-dependent world [18]

Core Points - Georgia Power has initiated the open comment period for its 2025 Request for Proposals (RFP) for Energy Storage System (ESS) resources [1] Company Summary - The open comment period allows stakeholders to provide input on the RFP, which is aimed at enhancing energy storage capabilities [1] Industry Summary - The move reflects a growing emphasis on energy storage solutions within the energy sector, aligning with broader trends towards sustainability and renewable energy integration [1]

Core Insights - Southern Telecom and Seimitsu have formed a strategic alliance named SouthernWaves to provide fiber-optic network services in the Southeast region [1] Company Overview - Southern Telecom is a subsidiary of Southern Company, indicating a strong backing from a major player in the energy sector [1] - Seimitsu is recognized as a leader in broadband networking solutions, highlighting its expertise and market position [1] Industry Impact - The alliance aims to enhance broadband connectivity in the Southeast, which may lead to improved internet services for consumers and businesses in the region [1]

Core Viewpoint - The Southern Company is recognized as one of the best high dividend stocks to buy under $100, highlighting its strong dividend resilience and growth potential [1][2]. Group 1: Financial Performance and Plans - The Southern Company has increased its five-year base capital plan by $13 billion, raising the total to $76 billion [2]. - The company is reviewing approximately 10 gigawatts (GW) of new generation requests as of the second quarter of 2025 [2]. Group 2: Market Demand and Strategy - The Southern Company has a pipeline exceeding 50 GW of potential customer load, driven by strong demand from hyperscale clients and data centers in Georgia, Alabama, and Mississippi [3]. - The company emphasizes a focus on disciplined, risk-adjusted contract structures to protect customer benefits while maintaining financial flexibility [3]. Group 3: Dividend History and Yield - The Southern Company offers a quarterly dividend of $0.74 per share, having increased it by 2.8% in April 2025, marking the 24th consecutive year of dividend growth [4]. - The company has paid regular dividends for the past 78 years, with a current dividend yield of 3.24% as of September 18 [4].

Core Insights - Artificial intelligence (AI) is identified as the greatest investment opportunity of the current era, with a strong emphasis on the urgency to invest now [1][13] - The energy demands of AI technologies are highlighted, with data centers consuming as much energy as small cities, leading to concerns about power grid strain and rising electricity prices [2][3] Investment Opportunity - A specific company is presented as a key player in the AI energy sector, owning critical energy infrastructure assets that are essential for supporting the anticipated surge in energy demand from AI data centers [3][6] - This company is characterized as a "toll booth" operator in the AI energy boom, benefiting from the increasing need for energy as AI technologies expand [4][5] Market Position - The company is noted for its unique position in the market, being involved in nuclear energy infrastructure and capable of executing large-scale engineering, procurement, and construction projects across various energy sectors [7][8] - It is described as debt-free and holding a significant cash reserve, which is nearly one-third of its market capitalization, providing a strong financial foundation [8][10] Growth Potential - The company also has an equity stake in another AI-related venture, offering investors indirect exposure to multiple growth engines in the AI sector without the associated premium costs [9][10] - The stock is considered undervalued, trading at less than seven times earnings, which presents a compelling investment opportunity given its ties to both AI and energy sectors [10][11] Industry Trends - The article discusses the broader trends of AI disruption across traditional industries, emphasizing the importance of investing in companies that are adapting to these changes [11][12] - The influx of talent into the AI field is noted, ensuring continuous innovation and advancements, which further supports the investment thesis in AI-related companies [12][14]

Core Insights - Strathmore Plus Uranium Corporation has successfully completed Phase 1 drilling at the Agate project, extending mineralization in the Middle Sand trend to over 1,300 feet and adding more than 500 feet of mineralization this year [2][3] - The northern trend has also expanded to exceed 5,200 feet in length, with further drilling planned [2][3] - The Agate project is positioned for potential in-situ recovery of uranium to support the growing nuclear fleet in the USA [2][3] Drilling Results - A total of 45 holes were drilled during Phase 1, with significant results including hole AG-224-25 showing 14.0 feet of 0.071% eU3O8 and AG-245-25 core showing 19.5 feet of 0.040% eU3O8 [2][5] - Core drilling recovered samples from 5 holes, with hole AG-244-25 core yielding 23.5 feet of 0.076% eU3O8 [2][5] - The drilling targeted both the Middle and Lower sands, with the Middle sand historically being the primary source of uranium in the Shirley Basin [3][8] Geological Context - The drilling explored the Eocene Wind River Formation, characterized by high porosity and permeability, which is conducive to uranium mineralization [3][8] - The Agate property consists of 100 wholly owned lode mining claims covering approximately 2,066 acres, with uranium mineralization located from 20 to 150 feet deep [8][9] - Historically, 53 million pounds of uranium were mined in the Shirley Basin, indicating a rich mining history in the area [8] Future Plans - The results from Phase 1 will inform targets for continued exploration in Phase 2, scheduled for autumn 2025 [7] - A technical report on the project is expected to be completed this winter, further detailing the findings and future exploration plans [7]

Group 1 - Southern California Edison announced community workshops for its Wildfire Recovery Compensation Program [1] - The program is a voluntary, comprehensive claims initiative aimed at providing direct payments and fast resolutions to those affected by the Eaton Fire [1] - Workshops will allow interested parties to comment on draft details, including eligibility and valuation criteria, before finalization [1]

Core Points - Natural Grocers® is celebrating the 10-year anniversary of its southern Oklahoma City store with special offers and in-store events for {N}power® members from September 19 to 21, 2025 [1][2] - The company operates six stores in Oklahoma, having opened its first store in the state in July 2011, and has been serving the local communities with high-quality organic and natural groceries since the opening of the Oklahoma City – South store in September 2015 [3][4] - The anniversary celebration includes exclusive deals for {N}power members, such as a surprise offer on September 19 and various $10 deals from September 19 to 21 [5][6] Company Overview - Natural Grocers by Vitamin Cottage, Inc. was founded in 1955 and is a specialty retailer of natural and organic groceries, body care products, and dietary supplements, with strict quality guidelines for its products [6] - The company is headquartered in Lakewood, Colorado, and operates 169 stores across 21 states, emphasizing affordable prices and a clean retail environment [6] - In fiscal year 2024, Natural Grocers invested over $15 million in incremental compensation and discretionary payments for its employees, reflecting its commitment to its workforce [6]

Group 1 - Southern Company (NYSE: SO) is experiencing strong trading premiums due to investor enthusiasm for sustained growth in energy demand, particularly driven by artificial intelligence [1] - The equity market is highlighted as a powerful mechanism for wealth creation or destruction over the long term, with daily price fluctuations playing a significant role [1] - Pacifica Yield focuses on long-term wealth creation by targeting undervalued high-growth companies, high-dividend stocks, REITs, and green energy firms [1]

Southern Company (NYSE: SO ) is trading at a strong premium as investor enthusiasm over the sustained growth in energy demand for artificial intelligence spills over into securities that provide exposure to what's set to be a decade-long sustained uptake ofThe equity market is a powerful mechanism as daily fluctuations in price get aggregated to incredible wealth creation or destruction over the long term. Pacifica Yield aims to pursue long-term wealth creation with a focus on undervalued yet high-growth co ...