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

Should You Invest in the iShares U.S. Basic Materials ETF (IYM)?

If you're interested in broad exposure to the Materials - Broad segment of the equity market, look no further than the iShares U.S. Basic Materials ETF (IYM), a passively managed exchange traded fund launched on June 12, 2000.

Zacks Investment Research • Sep 22, 2026

Commerce Secretary Howard Lutnick: Aluminum is coming back to America

FOX Business correspondent Lydia Hu has the latest on the impact of tariffs under the Trump administration on 'The Bottom Line.'

Fox Business • Jul 28, 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

Aluminium falls on EGA alumina restart, still set for weekly rise

Aluminium prices fell sharply on Friday as Emirates Global Aluminium said it had restarted its alumina refinery in the United Arab Emirates after a ​3-1/2-month outage, in a further sign that metal production in the ‌Gulf is set to ramp back up.

Reuters • Jul 10, 2026

IYM: Materials Dashboard For June

Construction materials and packaging are about 10% overvalued; chemicals and mining/metals are deeply overvalued versus historical baselines. IYM offers capital-weighted exposure to Russell 1000 materials, with higher metals/mining allocation and some industrials, but higher fees and volatility than XLB. Four stocks are cheaper than their peers in June.

Seeking Alpha • Jun 18, 2026

Global PMI: Tracking The Sectors Hit Hardest By The Middle East War

Survey data underscored how the war in the Middle East has already had a material impact on economic growth around the world. Drilling down deeper, the data showed weaker growth trends were recorded across all major industries globally.

Seeking Alpha • Apr 12, 2026

IYM: A Solid ETF To Capitalize On Gases, Gold, Copper, Other Materials' Blistering Upside

I initiate coverage of iShares US Basic Materials ETF with a buy rating, citing strong sector momentum and market-beating returns. IYM's outperformance is driven by targeted exposure to industrial gases, gold, copper, and other metals, delivering a 35% total return over twelve months. The fund's healthy dividend growth, low expense ratio (0.38%), and superior liquidity enhance its appeal versus peers like VAW, XLB, and FMAT.

Seeking Alpha • Mar 13, 2026

Final Trades: GLD, CNX, RJF and the IYM

The Investment Committee give you their top stocks to watch for the second half.

CNBC Television • Jan 14, 2026

IYM: Materials Dashboard For December

Chemicals and mining/metals industries show significant overvaluation relative to 11-year baselines, while construction materials are near historical averages. IYM offers capital-weighted exposure to Russell 1000 materials companies but is less compelling than XLB due to higher fees, volatility, and lower long-term returns. Investors seeking low company risk may prefer RSPM, as most materials ETFs have heavy exposure to Linde.

Seeking Alpha • Dec 15, 2025