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Copper is up nearly 50% in a year, the ISM Manufacturing PMI hit a four-year high and factory employment expanded for the first time in 33 months.
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Major tech companies (Alphabet, Amazon, Meta) are significantly increasing capital expenditures for AI infrastructure. Rather than betting on which tech company will succeed, investors can gain exposure to the AI boom through industrial companies that supply essential infrastructure—power generation, electrical systems, and cooling hardware—regardless of which tech platform dominates.
Cramer calls Nuvation Bio a pure spec, prefers CoreWeave over IREN, is unsure on Seneca, cautious on NuScale, and approves Box.
Jensen Huang's "five-layer cake" AI framework reveals how companies beyond Nvidia could benefit from the next phase of AI investment.
This S&P 500 Index outlook explores the top catalysts for US stocks this week, including US consumer and producer inflation.
- Reuters