Southern Co (SO)

AI has fundamentally improved the investment thesis for utility stocks.

Fueled by the data center expansion, Southern Company is executing a major growth strategy, positioning itself as a key power provider for the digital age.

Incorporating top stocks from a variety of sectors can be an effective way to balance out an investment portfolio.

A post-earnings surge in Meta Platforms Inc. (NASDAQ:META) and Microsoft Corp.

This Vanguard ETF could be a "happy medium" that's attractive to many investors.

Amid labor market concerns and potential rate cuts, investors are turning to stable sectors like consumer staples, utilities, and real estate. ETFs like XLP, XLU, and VNQ are gaining interest.

Southern Co (NYSE:SO) reported mixed Q2 2025 results, with revenue beating estimates at $6.97B but EPS slightly missing at $0.91. Stock rose modestly pre-market.

The Utility sector ETF, XLU, is up 9.5% YTD and consolidating just 0.7% below its 52-week high, with a major breakout above $83 now coming into focus.

The utility giant's brand-new nuclear assets could shine as AI drives increased power consumption in the U.S.

THE SOUTHERN CO (NYSE:SO) shows strong technicals and a high-quality setup, making it a potential breakout candidate. The stock trades above key moving averages with clear support and resistance levels.

Stephanie Link of Hightower said Uber Technologies is her final trade. Brian Belski at BMO Capital Markets picked The Southern Company.