Aluminum Surges Past $3,000: The Commodities Comeback Four Years in the Making
Aluminum futures have broken above $3,000 per ton for the first time since 2022, driven by China's supply constraints and AI data center demand.
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Aluminum futures have broken above $3,000 per ton for the first time since 2022, driven by China's supply constraints and AI data center demand.
Micron Technology has surged 16% to start 2026 as AI demand creates an unprecedented memory chip shortage. Analysts see the stock tripling from current levels.
The Shiller PE ratio has climbed above 40 for only the third time in 153 years. With valuations at historic extremes, some analysts warn 2026 could be remembered as the year bubbles burst.
Asian semiconductor and technology stocks have surged 6% to start 2026, outpacing the Nasdaq 100's 2% gain as investors rotate toward the AI supply chain.
Treasury yields are climbing despite rate cuts, signaling that bond investors aren't convinced inflation is under control. Here's what it means for your portfolio.
OpenAI and SoftBank invest $1 billion in SB Energy to power the Stargate AI data center buildout, bringing total planned capacity to 7 gigawatts.
SanDisk stock has surged over 50% in early 2026 after Nvidia's Jensen Huang called storage the 'largest unserved market' in AI. Here's why data storage is the next AI trade.
SpaceX is preparing what could be the largest IPO in history, seeking to raise $30 billion at a $1.5 trillion valuation. If successful, Elon Musk would become the world's first trillionaire.
Gold surged 64% in 2025, its best year since 1979, and analysts see $5,000 ahead. For the first time since 1996, gold now accounts for a larger share of central bank reserves than U.S. Treasuries.
With $170 billion in annual drug sales facing patent expirations by 2030, major pharmaceutical companies are scrambling to acquire biotech assets. The Pfizer-Novo bidding war for Metsera shows how competitive the race has become.
Goldman Sachs strategists warn that options markets are pricing in the lowest earnings volatility in 20 years. With the S&P 500 at 22x forward earnings, any disappointment could trigger outsized moves.
XRP ETFs have attracted $1.3 billion in just 50 days, with CNBC naming it the 'hottest crypto trade of 2026.' As institutions rotate from Bitcoin and Ethereum, XRP is emerging as the new institutional favorite.