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AI COPPER DEMAND
Copper hits new peak of $14,533/metric ton. Can its reddish glow brighten even further?Copper prices hit a record high of $14,533 per metric ton as tight mine supply, a weaker dollar and structural demand from electrification,...- Electronics makers turn to cheaper materials and localisation as commodity costs biteElectronics producers are adapting to rising costs by innovating their material choices and enhancing local manufacturing efforts. In place...
- Quant Mutual Fund turns cautious on manufacturing, bets on ‘neglected’ IT ServicesQuant Mutual Fund is pivoting away from manufacturing due to rising cost pressures and supply chain issues. Instead, it's channeling invest...
- Global Market: Data centre boom fuels demand for power, cooling equipment suppliersThe global AI data centre boom is creating fresh opportunities for power and cooling equipment suppliers as developers race to overcome inf...
- Not just Nvidia: These power and cooling firms are riding the trillion-dollar data centre boomGlobal data centre construction is accelerating to meet AI demand, and power and cooling equipment suppliers are seeing significant order i...
- Not just Nvidia: these power and cooling firms are riding the trillion-dollar data centre boomMcKinsey forecasts nearly $7 trillion in data-centre investment globally by 2030; Nvidia last week said it expects AI spending to remain ro...
- Metals emerge as 2026’s top sectoral bet, IT, FMCG struggleThe metals sector has achieved a double-digit return this year, outperforming other indices. Realty stocks have seen a significant turnarou...
- Soitec locks customers into multi-year deals as AI wafer demand surgesSoitec told investors last month that photonics-SOI revenue would more than double this financial year from slightly above $100 million, ...
- French chip materials maker Soitec locks customers into multi-year deals as AI wafer demand surgesDemand for silicon photonics has surged as hyperscalers increasingly use optical connections to move data inside AI infrastructure, where c...
- Hindustan Copper OFS oversubscribed on both days, says govt. Here are all the detailsHindustan Copper’s government OFS drew strong institutional demand, with the non-retail portion subscribed 3.41 times on Tuesday. The Centr...
- Hindustan Copper shares fall 6% as govt opens OFS at 10% discountHindustan Copper share price: The government has announced its intention to divest a 3% holding in Hindustan Copper through an offer for sa...
- Govt to sell up to 6% stake in Hindustan Copper via OFS; floor price at 10% discountThe government will sell a 3% stake in Hindustan Copper through an OFS at Rs 514 per share, with an option to divest another 3%. The sale o...
- India Inc’s blockbuster Q1 earnings may not last as 3 key tailwinds fade in H2India Inc's impressive earnings in the first quarter might not sustain their momentum into the latter half of the year. Diminishing effects...
- US stocks: Londian Wason valued at $2 billion, biggest Chinese debut in New York in over a yearCopper foil producer Londian Wason has officially launched on the NYSE, reaching a remarkable valuation of more than two billion dollars. T...
- States should mine more, not tax more: The fiscal lesson from OdishaNew legislation will remove state powers to levy taxes on minerals. This change is expected to encourage investment and increase mineral pr...
- Ahead of Market: 10 things that will decide stock market action on ThursdayIndian equities ended marginally higher despite sharp swings driven by closing auction session confusion. RBI maintained rates, raised FY27...
- AMD's AI-powered revenue forecast fails to wow investorsYet, its shares fell nearly 9% in extended trading, suggesting that investors were looking for an even stronger outlook after the stock mor...
- Circuit breaker: PCB supply crunch could cut electronics output by 40% within 3 monthsIndustry body India Printed Circuit Association (IPCA) plans to write to the Centre, state governments, and banks within the next few days,...
- AI boom, West Asia crisis trigger printed circuit board shortage, price rise in electronics industryThis crunch in printed circuit boards (PCB) -- a hardware platform on which components are fixed in electronic products -- stems from risin...
- Copper slips ahead of Fed rate decision, aluminium rises on Gulf fightingCopper prices faced a downturn due to cautious trading leading up to the Federal Reserve's imminent interest rate decision. The easing of s...
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