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The AI infrastructure selloff has hit AI-linked industrials, including copper producers, potentially setting up a buying opportunity for investors with a longer-term outlook. While modelling by Goldman Sachs estimates that AI expectations are the biggest driver of today's copper prices, S&P Global projects AI and data centers will only account for about 10%. Under S&P Global's model, eliminating the entire data-center sector, including conventional cloud and internet services, would still leave a 7.5 million-tonne annual copper supply gap by 2040, versus its baseline.
SAN FRANCISCO--(BUSINESS WIRE)--Kurv Investment Management, a provider of tax-efficient, alternative strategies, today announced the launch of the Kurv Copper & Mining Enhanced Income ETF (CBOE BXZ: KCOP). KCOP aims to offer investors enhanced income while outperforming the price return of copper and copper mining equities. KCOP primarily seeks to maximize total return by actively managing a portfolio with efficient exposure to copper and copper miners while, at the same time, generating potentially tax-efficient income.
SEC filings for KCOP aren't indexed yet (common for recently launched funds). Browse the issuer's filings on SEC EDGAR directly.