Everything on Energy

Nordex is benefiting from strong onshore wind demand in the US, driven by the energy needs of data centers, which is overriding political opposition to renewable energy.

Impact: This demand tailwind provides a strong fundamental support for the stock, despite broader political headwinds in Europe.

— from German Political Shock and Market Implications · Deffner und Zschäpitz – Der Wirtschafts-Talk von WELT· Sep 08, 2026

Modular nuclear reactors are becoming a critical infrastructure component for AI data centers, driving high valuations for early-stage energy firms.

Impact: The nuclear sector is poised for sustained growth as hyperscalers secure long-term energy contracts.

— from AI Chip Boom, Nuclear Energy, and Market Shifts · Asset Class· Apr 30, 2026