US President Trump and the AI hyperscalers! Siemens Energy, Nordex, and Stallion Uranium shares in focus

AI hyperscalers take over energy supply and Siemens Energy benefits

Large AI companies in the US are taking on even more responsibility for the energy supply of their data centers. At the recent meeting with President Donald Trump, it was once again emphasized that the power supply for new AI campuses should come from their own capacities. The goal is to prevent electricity prices from rising for households in these regions. Specifically, hyperscalers are to finance new generation capacities, grid connections, and special agreements with utilities so that the increasing loads from data center expansion are not simply passed on to residents' electricity bills. Political pressure is high, as resistance to new data centers is growing in many US regions due to concerns about higher electricity prices and grid overload.

This is a golden opportunity for energy companies. When big tech builds its own power plant capacity, grid infrastructure, and fast connection solutions, suppliers of turbines, grid technology, and energy technology benefit. This is precisely what is driving Siemens Energy. Reuters recently reported that the company is already benefiting greatly from AI-driven demand for large turbines and grid technology and sees around 20 gigawatts of orders and reservations in the data center sector in the US alone. The German company's share price has already gained over 20% in the current year alone, although it has recently consolidated by around 10%.

While Siemens Energy is currently benefiting in particular from strong demand for gas-fired power plants, hyperscalers are pushing ahead with the expansion of nuclear energy. After all, data centers require huge amounts of electricity around the clock. Nuclear power, which is capable of providing base load power, is predestined for this. However, the development and construction of new power plants takes years. This is time that cannot be taken in the AI race. Therefore, the AI industry is pursuing a multi-pronged approach to building the energy infrastructure. However, nuclear energy will become enormously important in the long term, and with it, the supply of uranium. This is where Stallion Uranium shares come into play for investors.

Stallion Uranium: Time to add the stock to your portfolio?

The uranium explorer is currently exploring an area of approximately 1,700 sq km in Canada's Athabasca Basin. Together with its joint venture partner Atha Energy, the company controls the largest contiguous project in the western Athabasca Basin, which borders several high-grade discovery areas. Stallion is valued at just over CAD 50 million and is going full throttle with development.

The latest report concerns exploration in the Coyote Corridor. Ground gravity measurements have been successfully expanded there. The aim of the latest work was to record conspicuous peripheral areas from the first measurement campaign in more detail and to check whether these are part of a larger contiguous structure. The results are promising. A pronounced gravity anomaly was identified, which, according to the company, bears strong similarities to geophysical signatures of significant uranium discoveries in the Athabasca Basin, including NexGen Energy's Arrow deposit. This adds to the evidence that the Coyote target area may have the potential for high-grade uranium mineralization. The anomaly is located in a structurally complex corridor with intersecting faults and fracture zones. Such a geological environment is considered particularly promising for uranium deposits.

Investors can expect more news from Stallion Uranium in the current year, which should further boost the share price.

Nordex: New order wins praise from analysts

Although this German energy stock is not directly related to the hype in the US, Nordex was one of the big winners on the German stock market last year. The share price has risen by around 170% over the last 12 months. However, with prices around EUR 40, the stock appears to be running out of steam for now, which may be a healthy development. Earlier this week, Bernstein Research praised the company's performance. It said the medium-term goals were ambitious, with plans to increase margins and pay dividends. However, this is already priced into the valuation. With a market capitalization approaching EUR 10 billion, analysts rate Nordex shares as "Market Perform." In their view, the stock is fairly valued at EUR 40.

Even a new order was unable to give Nordex shares any fresh momentum recently. Qualitas Energy Deutschland has ordered wind turbines with a total capacity of 56 MW. The German subsidiary of Spain's Qualitas Energy plans to build the Wippershainer Höhe wind farm in Hesse. Nordex will supply eight N163/6.X turbines for installation on 164-meter-high hybrid towers. Delivery of the first turbine is scheduled for summer 2027. Nordex will also provide full maintenance for the next 20 years.

Siemens Energy has benefited significantly from the urgent demand for gas turbines in the United States and is likely to continue doing so. In the medium to long term, however, Microsoft, Alphabet, Meta, and others appear to be increasingly focusing on nuclear energy. This will require uranium - preferably from North America. There are therefore good reasons to consider adding a few shares of Stallion Uranium to one's portfolio at an early stage. In contrast, Nordex shares could benefit from a breather after their strong rally.