Siemens Energy stock gains on AI data‑center demand while AIXTRON faces new short‑seller pressure

Siemens Energy’s shares traded at €165.92, down 1.31% after a strong rally, but analysts cite a record order backlog and expanding involvement in AI‑driven data‑center power supply as long‑term growth drivers. The company’s buy‑back programme, targeting €6 billion of shares by 2028, underlines management confidence in sustained earnings and margins.

In contrast, AIXTRON’s stock, trading around €50, attracted fresh short positions from hedge funds Isabella Capital Management (0.50%) and D. E. Shaw (0.96%). Existing short holdings remain modest, but the simultaneous entry of multiple institutional shorts has increased attention on the semiconductor equipment firm’s near‑term outlook.