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Silver Is Starting to Join Copper in the AI Buildout Trade

Copper has become the market’s clearest AI metal The market has already made one thing pretty clear: copper is no longer trading like just another cyclical industrial metal. Reuters reported earlier this year that copper’s rally has been driven by

Blue Owl’s SpaceX Sale Underscores Why the Coming IPO Matters

A real-world sale just gave the market a fresh SpaceX valuation marker Blue Owl’s disclosure matters because it was not just another private-market mark. The firm said it sold roughly half its SpaceX investment at a $1.25 trillion valuation, generated

AMD Surges After Q1 Beat and Strong AI-Fueled Outlook

A strong quarter gave AMD exactly the kind of momentum investors wanted AMD (AMD) surged after reporting a strong first quarter, beating Wall Street on both the top and bottom lines and delivering a second-quarter revenue outlook that came in

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