Jacob Sonenshine Sees MU Buy Opportunity, TER & SO as Hidden AI Plays @SchwabNetwork
Jacob Sonenshine Sees MU Buy Opportunity, TER & SO as Hidden AI Plays  @SchwabNetwork
Uploaded August 2026 | Updated September 2026, 2 weeks ago
Barron's reporter Jacob Sonenshine discusses some names he's keeping a close eye on in the coming weeks and months. He lists Southern Companies (SO) as a utility firm "putting CapEx money to work" as the AI buildout accelerates. Jacob believes Micron (MU) has a lot more room to run due to the stock trading at just over five times forward earnings. Teradyne (TER) is another rising tech company he sees benefitting from AI demand.

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Jacob Sonenshine Sees MU Buy Opportunity, TER & SO as Hidden AI Plays

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