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The annual Rule Symposium in Boca Raton, a leading natural-resource investing conference, was held July 6 to July 10.
Investors betting on the electrification squeeze face a choice with real consequences for returns.
When speculative enthusiasm outpaces underlying physical reality, the market becomes more fragile. 2026 has already seen such a pattern play out with Bitcoin, U.S.
The AI trade everyone talks about is silicon. The AI trade almost nobody talks about is the copper that moves electrons from a substation to a GPU rack, and the Global X Copper Miners ETF (NYSE: COPX) is the cleanest liquid vehicle for owning it. COPX holds the companies digging the stuff out of the ground,... Forget Software: The COPX ETF Is the Pick-and-Shovel AI Trade Hiding in Plain Sight
Investors who want to ride a copper bull market face a deceptively simple choice: buy the miners through Global X Copper Miners ETF (NYSEARCA:COPX) or buy the metal itself through the United States Copper Index Fund (NYSEARCA:CPER).
Other trends also require large amounts of copper. Yet global supply of the metal is not keeping pace.
Following a 7% pullback earlier in June, the tech-heavy Nasdaq-100 has bounced back more than 5% as bullish investors demonstrate that they believe the artificial intelligence (AI) trade still has plenty of room to run. But with volatility remaining elevated, investors are finding it increasingly difficult to identify potential individual winners.
Copper has quietly become one of the cleanest expressions of the AI capital cycle, and Phil Streible, Chief Market Strategist at Blue Line Futures, used a recent CNBC appearance to explain why the trade looks structural rather than cyclical. His framing matters for investors trying to separate AI hype in equity multiples from real, physical... This Metal Is Skyrocketing Thanks To The AI Boom (Hint: Not Gold)