Copper’s AI Moment: Freeport-McMoRan’s Big Bet on Grasberg
FCX stock fell 12.5% despite plans to nearly double Grasberg copper output by 2027. What the expansion signals about AI’s most critical — and overlooked — commodity.
Energy & Commodities
Oil at $100: Iran’s Strait of Hormuz Crisis Hits Capital Markets
Brent crude topped $100 as Iranian gunboats threaten the Strait of Hormuz. Here’s what the oil shock means for energy debt, sovereign bonds, and Fed policy.
GE Vernova: Why Wall Street Is Betting Big on the AI Power Boom
GE Vernova has surged 14.9% in a month as JP Morgan raises its target to $1,150 and Goldman Sachs lifts by $260. Here’s why AI is turning power infrastructure into Wall Street’s hottest growth trade.
Gold at $4,800: Why Analysts Are Eyeing $6,000 in 2026
Gold hit $4,812 this week, up 41% in a year. Here is what is driving the record rally — and whether $6,000 is the next stop.
Natural Gas Stocks Are AI’s Hidden Energy Play in 2026
Meta’s $27B data center expansion is putting natural gas stocks in focus. Here’s why AI’s power demand is reshaping the energy investment case.
USA Rare Earth’s $2.8B Bet to Break China’s Rare Earth Hold
USA Rare Earth’s $2.8B acquisition of Brazil’s Serra Verde marks a turning point in the West’s push to secure critical mineral supply chains outside China.
Gold Tops $4,800: What the Record Rally Signals
Gold has surged past $4,800 per ounce to historic highs in 2026. Here is what is driving the record rally and what it signals for capital markets.
Big Oil’s $234B War Windfall: Which Energy Stocks Stand to Gain
Major oil companies are positioned to earn an extra $234 billion in profits as WTI crude hovers near $92. Here’s what the Iran war means for energy sector investors.
WTI Crude Drops 8%: Unpacking the Iran Risk Premium Collapse
WTI crude fell nearly 8% as U.S.-Iran talks advanced. We break down geopolitical risk premiums, the physical oil market paradox, energy stock implications, and what it means for inflation.
Bloom Energy Surges 24% on Oracle’s 2.8 GW AI Power Bet
Bloom Energy surged 24% after a landmark 2.8 GW Oracle deal. Here’s what the agreement means for AI infrastructure and clean energy markets.