COPX: Copper Rush Is Just Getting Started
2026-04-09 02:18:54 ET
Investment Thesis
With most global investments committed to AI infrastructure, coupled with rising demand for electricity and data centers, investors are turning their focus to the key materials needed in their construction. While investors closely follow AI development in the market, most companies are increasing their investments in AI. The MAG 7 companies are leading the race with a combined capex of around $400 billion in 2025 and expected capex of $700 billion in 2026. As more companies realize AI investments are crucial to remain competitive in the future. As Mark Zuckerberg noted, “ it is better to overbuild now than to regret later,” which best explains the current market sentiment. ...
Read the full article on Seeking Alpha
For further details see:
COPX: Copper Rush Is Just Getting Started
NASDAQ: COPJ
COPJ Trading
0.85% G/L:
$43.87 Last:
13,876 Volume:
$43.34 Open:
