Southern Company Has Google Paying for Its Nuclear Upgrades. That Changes the Investment Case.
The Google-Georgia Power deal shifts who bears the cost of AI power growth, and SO shareholders may be the quiet…
September 23, 2026
Vicor’s Royalties Doubled Its Growth Guidance. Insiders Are Still Selling.
The licensing pivot is real and quantified. Whether the stock price already reflects more than that is the harder question.