The iShares Copper and Metals Mining ETF (ICOP) is rated a Buy amid copper's ongoing multidecade bull market, driven by strong technical and fundamental factors. In 2026, ICOP outperformed copper futures with a 29.3% gain year-to-date, compared to copper's 16-18% rise, fueled by mining companies' expanding profit margins. Copper's bullish outlook is supported by supply-demand deficits, growth in green energy and AI data centers, and stagnant production, with China's demand playing a crucial role. Investors are advised to accumulate ICOP on price pullbacks, considering potential volatility and geopolitical risks despite the strong long-term growth thesis.
PetroChina reported a 22% year-over-year increase in net income for the first half of 2026, driven by strong performance in its upstream and natural gas segments due to higher oil prices and cost optimization. The company expects continued profit gro...
Bitcoin is trading near $77,000-$79,000 amid rising Japanese government bond yields and a strong yen rally. Japan's 10-year bond yield reached 3% for the first time since 1996, pushing borrowing costs higher and triggering concerns over a $500 billio...
Concerns about circular financing in the AI sector are exaggerated, as such practices are common and serve as risk mitigation in mature industries. The AI industry's higher scrutiny is due to its immaturity and concentrated risks, not the novelty of ...
Bitcoin has surged from the low $60,000s to over $80,000, driven by concerns over US fiscal sustainability and Treasury debt. Investors are increasingly viewing Bitcoin as a store of value similar to gold, using it as a hedge against currency debasem...
TSMC and Samsung, two leading chipmakers, have committed to using ASML's High NA EUV lithography machines, which cost around $400 million each, to produce more advanced chips. Samsung plans to adopt this technology for DRAM memory manufacturing start...
