$Freeport-McMoRan(FCX)$ Copper does appear to be entering a long-term structural bull market that resembles a supercycle, driven by rising demand from electrification, EVs, renewable energy, AI data centers, and power-grid expansion, while new copper supply remains extremely slow and difficult to increase. However, it is unlikely to be a smooth nonstop boom because copper is still highly tied to global economic conditions, especially China and industrial growth. The more realistic outlook is a “higher-for-longer” copper environment with major price swings — meaning copper prices may stay structurally above historical averages for many years, but still experience sharp cyclical crashes during recessions or market slowdowns. For sto
$Alcoa(AA)$ U.S. tariffs on foreign aluminum, especially from China and Russia, continue to support domestic pricing and reduce import competition. Additionally, Alcoa's focus on low-carbon aluminum positions it well amid rising ESG demand, while improving aluminum prices and operational efficiencies further strengthen its earnings outlook on 16/4
$NVIDIA(NVDA)$ Bernstein reiterates Nvidia as outperform The firm said Nvidia has a data center opportunity that is undervalued. “The datacenter opportunity is enormous, and still early, with material upside still possible.”