Metals Down on Rate, Inflation Worries - Materials Roundup

Dow JonesJul 8 05:14

The AI's 2% Reality Check Threatening The Copper Rally

BenzingaJul 7 18:56

Global Energy Roundup: Market Talk

WSJJul 2 16:12

Commodities Titan: AI Investment Sparks a 'Red Metal' Frenzy; Copper Demand to Be 'Extraordinarily Surging'!

Copper demand is growing exponentially, driven by artificial intelligence, data centers, and the energy transition. However, global copper supply has fallen into a structural shortfall due to three decades of underinvestment and protracted administrative approval processes.

Golden10 DataJul 2 13:39

Goldman Sachs' second-half strategy: Gold targeted at $4,900, copper price forecast revised upward again, and Asian equities still offer opportunities

In its latest outlook, Goldman Sachs noted that although Asian equities have risen significantly in the first half of 2026, the upward momentum has not yet been exhausted, and corporate earnings growth will remain the key driver supporting further market gains.

Golden10 DataJun 29 14:28

Commodities legend Rick Rule: Copper and oil are astonishingly cheap, uranium will be the 'unexpected winner' of the AI boom, and it's impossible to confirm that a bottom has formed in gold.

While tech giants pour trillions of dollars into building AI data centers, natural resource expert Rick Rule has his eye on another wealth-generating channel: copper and oil, suffering from three decades of underinvestment, are facing a supply cliff, making sharp price increases inevitable; meanwhile, uranium—the metal long forgotten by markets—is quietly emerging as the most certain hidden winner of the AI race, driven by hard, non-negotiable demand for '24/7 zero-carbon electricity.'

wallstreetcnJun 22 16:06