$SO

The Alabama Securities Commission issued a warning about online bill pay risks following a data breach at Southern Company, affecting over 100,000 Alabama Power customers. Exposed data includes emails, partial Social Security numbers, and addresses. The commission advises changing passwords, avoiding storing financial information online, and monitoring accounts for suspicious activity.

Southern Company reported a data breach affecting 400,000 customers, including 100,000 Alabama Power customers. Limited personal information was accessed, but no financial data. The company has notified authorities, is investigating, and is offering free credit monitoring.

Goldman Sachs S&P 500 Premium Income ETF (GPIX) reported $501.3M in gross activity, net selling of $9.5M. It added PG ($11.8M), SO ($7.9M), DUK ($7.6M), and reduced HD ($19.3M), PEP ($16.0M), AMZN ($12.0M). GPIX has $6.00B in assets, a 0.35% expense ratio, and a 8.21% dividend yield.

The 10-year Treasury yield rose to 5.29% in September, impacting dividend stocks. Five companies—Williams Companies (WMB), Kinder Morgan (KMI), Duke Energy (DUK), Southern Company (SO), and OGE Energy (OGE)—are highlighted for their dividend safety and growth, supported by fee-based pipeline contracts and regulated power rates. Each company's dividend yield, payout ratio, and growth prospects are analyzed, with varying risks and bullish cases presented.

Alphabet's Google agreed with Georgia Power to fund nuclear plant upgrades, adding 96 MW capacity. GE Vernova (GEV) and Brookfield Renewable (BEPC) may benefit from supplying equipment and services. GE Vernova has a strong presence at Hatch plant, while Brookfield owns Westinghouse, which operates Vogtle plant.

President Trump's July purchases of Southern Company (SO) and Public Storage (PSA) contrast with billionaire-led funds reducing stakes in both. SO has long-term data center contracts, trades 17.8% below its 52-week high, and offers a 3.67% dividend yield. Risks include high debt and potential AI spending slowdowns. PSA saw a slight decrease in billionaire-led fund holdings.

Google and Georgia Power agreed to upgrade Vogtle and Hatch nuclear stations, adding 96 MW. Google (GOOGL) seeks faster power solutions for AI needs, while Southern (SO) aims for cleaner operations. Regulatory approval is pending. The deal could benefit both companies, but its impact is modest compared to Google's total power demand.

Southern Company's (SO) Georgia Power and Google (GOOG, GOOGL) agreed to upgrade nuclear plants, adding 96 MW capacity. The deal, pending approval, aims to power Google's data centers with clean energy, offering $900M in customer benefits. Google will receive Zero-Emission Credits. Southern Co. closed at $85.46, up 0.48% in extended trading.

Georgia Power and Google agreed to a deal, pending approval, to increase nuclear capacity at Plants Vogtle and Hatch. Google's subscription is expected to provide $900M in customer benefits. The agreement includes a new tariff structure and uprates for the plants, aiming to boost clean energy and reduce costs. Georgia Power, a subsidiary of Southern Company (SO), announced the deal.

OpenAI CEO Sam Altman held private meetings with executives from Duke Energy, Exelon, Southern Co, and NextEra Energy to discuss electrical grid security, following an AI-related incident. OpenAI has been promoting its cybersecurity services to these utility companies, according to Politico.