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Commented by Fabian Lorenz on October 13th, 2026 | 05:36 CEST

Plug Power Losing Hope? Renk Stuck in a Downtrend? RE Royalties Riding the AI Boom!

  • Energy
  • solar energy
  • Wind energy
  • Hydrogen
  • Defence

A look at Renk's share chart brings no joy. Whether over four weeks, six months or 12 months, the share's performance is deep in the red. Analysts recommend buying, but momentum is lacking across the entire defence sector. The latest order does nothing to change that, even if it shows future potential. For AI to realise its full potential, it needs vast amounts of energy. Accordingly, hundreds of billions of US dollars are being invested in energy infrastructure, particularly in North America. This is precisely the market in which RE Royalties operates with an interesting business model. In its latest interview, the company looks to the future with optimism. By contrast, even Plug Power's most optimistic supporters are probably despairing by now.

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