أخبار السوق اليوم — عناوين الأسهم والعملات الرقمية المنتقاة بالذكاء الاصطناعي

BHP Group will wait out talks between Rio Tinto and Glencore, choosing not to pursue a counterbid as Glencore is not deemed complementary to BHP's operations.

China's metals markets are experiencing a surge in trading activity due to a bullish outlook, with record-high open interest in base metals and near-record open interest in lithium, driven by concerns about supply and lower interest rates.

A potential merger between Rio Tinto and Glencore could create the world's largest mining entity, with a combined value of £190 billion, amidst a growing demand for critical metals like copper.

AI-driven copper demand is expected to rise by 50% by 2040, potentially leading to a supply squeeze due to long lead times for new mines, with a projected demand-supply gap of 10 million tons.

Precious metals, including gold, silver, and copper, are outperforming stocks, with gold and silver on track for their largest yearly percentage gains since 1979.

Metals prices, excluding gold and silver, are expected to rise in 2026 due to a surge in demand across various sectors, including uranium, copper, and cobalt.

The Energy-as-a-Service market is expected to double from $28.79 billion in 2024 to over $55 billion by 2030, driven by commercial landlords and data center operators seeking predictable monthly fees.

Copper prices have surged 40% in 2025, but a closer look at physical metal inventory reveals a logistical issue rather than a scarcity problem.

The S&P 500 reached a record high, while commodities like gold, silver, and copper also hit new all-time highs.

Copper prices have reached a record high above $12,000 per ton due to supply disruptions and US trade policies, setting the stage for the biggest annual gain since 2009.

Gold and copper have outperformed Bitcoin this year, with gold experiencing a significant rally, driven by 'fear and AI' trade lifting tangible assets.

Citi analysts recommend investing in AI, copper, and credit ahead of the holidays, providing actionable trade ideas for investors.