An AI Selloff Could Be The Best Thing To Happen To Copper Stocks

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.

Seeking Alpha • Oct 16, 2026

Here's Why I Like This Copper ETF More Than Ever

Zero new copper deposits were found last year, putting upward pressure on prices. In fact, it takes almost 18 years for a new copper deposit to reach the production point.

The Motley Fool • Sep 25, 2026

COPX: Mind The Fed, But I Might Buy The Next Dip

COPX: Mind The Fed, But I Might Buy The Next Dip

Seeking Alpha • Sep 8, 2026

Copper Is the AI Trade No One Priced In—3 Miners With the Most to Gain

Copper spent two years as the least interesting story in the commodity complex. Gold took the headlines.

MarketBeat • Sep 8, 2026

Best-Performing ETF Areas of August

August delivered strong gains across shipping, crypto, precious metals, biotech, copper, uranium and cloud software ETFs.

Zacks Investment Research • Sep 1, 2026

COPX: The Copper Shortage Trade Has One Major Weakness

The Global X Copper Miners ETF (COPX) is rated Hold, with a 0% to 8% expected total return over 6–12 months. COPX's recent 23.39% monthly surge reflects tariff-driven copper scarcity in the U.S., but a global surplus projection tempers near-term optimism. Miners' earnings are improving on higher copper prices, yet COPX's elevated valuation and volatility limit its appeal for new entries.

Seeking Alpha • Aug 31, 2026

Stock Picks From Seeking Alpha's July 2026 New Analysts

Seeking Alpha welcomed 33 new analysts in July 2026. This article showcases their top picks and investment strategies. Highlighted companies include SELLAS Life Sciences, Chevron, B2Gold, Amazon, and QXO, each with detailed investment theses. Analysts emphasize asymmetric opportunities, event-driven catalysts, balance sheet strength, market structure, and sector-specific growth or risk factors.

Seeking Alpha • Aug 6, 2026

COPX: A Buying Opportunity After Copper Miners' Sharp Pullback

The Global X Copper Miners ETF trades 23.1% below its 2026 high, despite copper futures holding near peak levels. COPX offers operational leverage to copper prices, with mining equities underperforming the metal by 9.5 percentage points year-to-date. I rate COPX a Buy, recommending gradual accumulation due to cyclical volatility, China's economic slowdown, and rising inventories as key risks.

Seeking Alpha • Jul 25, 2026

Living In a Materials ETF World: Broad & Targeted Exposure

Materials are often viewed as a sleepy, cyclical corner of the market, but the artificial intelligence (AI) buildout is adding vim and vigor to the sector.

ETF Trends • Jul 24, 2026

Mag-7 Suffers Biggest Rout Since April 2025: ETFs to Buy

The Mag-7 erased nearly $800 billion in value as AI spending worries resurfaced. Here are the ETF themes that could benefit from the shift.

Zacks Investment Research • Jul 24, 2026