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.