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Copper and electricity demand by data centers is soaring. These facilities also require several types of memory products.

The outlook for copper demand continues to improve due to the AI data center build-out.

ETFs like COPX are gaining attention as copper outpaces gold and silver, fueled by AI data center demand and a bullish long-term supply-demand outlook.

New AdvizorPro data shows RIAs broadened their ETF lineups in Q1 2026, leaning into real assets, active managers, and defense strategies.

U.S. natural gas futures were holding around the key $3 mark ahead of the EIA's weekly inventory report due at 10:30 a.m. ET.

The American grid is being asked to do something it was never designed to do: power an artificial intelligence (AI) build-out, electrify transportation, support reshored manufacturing, and replace aging transmission lines all at the same time.

The Sprott Junior Copper Miners ETF (NASDAQ:COPJ) is the highest-beta public-market vehicle for betting that AI data center buildout breaks the copper supply curve over the next two years.

I recommend buying the Global X Copper Miners ETF and the Sprott Copper Miners ETF due to attractive valuations and strong macro tailwinds. Hard assets like copper remain undervalued versus financial assets, supported by tightening supply-demand dynamics and falling inventories. COPX and COPP both offer compelling exposure; COPX stands out for liquidity and track record, while COPP offers broader holdings.

AI, Alternative Energy and Commodity stocks are all leading this market as a confluence of economic developments drive growth and constrain supply.

The Global X Copper Miners ETF (COPX) is initiated as a strong buy, offering diversified exposure to copper miners amid a projected multiyear supply deficit. COPX benefits from powerful demand drivers: AI/data center buildout, grid upgrades, EV adoption, and defense spending, with copper demand outstripping supply through the decade. Portfolio construction limits single-issuer risk, maintains global diversification, and provides operating leverage to copper prices, with a 2.5–3% dividend yield as downside support.

Flagship Harbor Advisors LLC purchased a new position in shares of Global X Copper Miners ETF (NYSEARCA:COPX) during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor purchased 14,917 shares of the company's stock, valued at approximately $1,071,000. A number of other hedge funds and

Global X Copper Miners ETF offers diversified, high-beta exposure to a bullish copper sector driven by AI infrastructure expansion. Structural copper supply constraints, declining ore quality, and rising AI-related capex support continued price appreciation and sector outperformance. COPX provides investors with reduced single-company risk by holding 48 mining companies, leveraging both price upside and margin expansion.

Copper Miners ETF has roughly doubled in a year. The highly focused ETF fell more than 25% in a month.

The Global X Copper Miners ETF (COPX) offers leveraged exposure to copper miners, positioning for a supply-driven price surge over the next decade. Structural deficits loom as copper demand from electrification, energy transition, and digital infrastructure outpaces constrained mine supply. COPX constituents remain reasonably valued, with sector EV/EBITDA medians suggesting further upside as cash flows accelerate.

Black Swift Group LLC lifted its holdings in Global X Copper Miners ETF (NYSEARCA:COPX) by 124.3% in the undefined quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 117,720 shares of the company's stock after buying an additional 65,245 shares during the
