Freeport-McMoRan Inc.

Ero Copper Corp.

Southern Copper Corporation

Anglo American plc

Glencore plc

Alcoa Corporation

Century Aluminum Company

Kaiser Aluminum Corporation

Critical Metals Corp.

MP Materials Corp.

NioCorp Developments Ltd.

First Majestic Silver Corp.

Endeavour Silver Corp.

Pan American Silver Corp.

Peabody Energy Corporation

Cameco Corporation

Cheniere Energy, Inc.

Robots, artificial intelligence, and automation no longer exist only in code. They consume electricity, metals, and fuel. AI has become a new, very voracious consumer of raw materials, comparable in scale to entire industries. This triggers a commodity supercycle and redistributes capital in favor of those who control the basic resources of the new economy. Vitaly Kononov, an analyst at Freedom Broker's commodities sector, named the new beneficiaries of this supercycle.

Beneficiaries of AI and robotization: the commodity supercycle and investment ideas

Austal Limited

Codan Limited

DroneShield Limited

Elsight Limited

Lynas Rare Earths Limited

Iluka Resources Limited

Electro Optic Systems Holdings Limited

Northern Minerals Limited

The Australian market has long <a href="https://www.morningstar.com.au/stocks/are-investors-too-bearish-australian-equities">been considered</a> old-fashioned - but the numbers tell a different story. Over the past 20 years, the ASX 200 index has delivered an 8% annualized return - more than the risk-free rate of 4.2%. Now two strategic drivers have been added to traditional resources - critical minerals and defense, where Australia gets a political, geographic and investment head start.

Tell me about Australia: drones, raw materials and other promising investments

Goldman Sachs recommended buying shares of rare earth metals producer MP Materials. This company has become one of the main beneficiaries of the escalating conflict between the U.S. and China, which has raised fears of supply shortages of these key elements for U.S. manufacturing. MP Materials operates the only currently active rare earth element mine in the US. Its capitalization has soared more than 300% this year.

MP Materials stock has soared 300% this year. Why does Goldman advise buying them?

Sibanye Stillwater Limited

Range Resources Corporation

Active negotiations between the US and China, sanctions policy and the US shutdown determine the composition of the portfolio in November. Alexander Orlov, Managing Director of Arbat Capital, proposed a strategy that balances both investors' expectations and the results of specific companies.

Where to invest $10,000 in November: Between America and China

Alphabet Inc.

ServiceNow, Inc.

Carvana Co.

Microsoft Corporation

The Boeing Company

Daily review and forecast of events on the U.S. stock market from Mikhail Denislamov, Deputy Director of Freedom Capital Markets Research

Morning in New York: geopolitics in the spotlight

USA Rare Earth, Inc.

Ramaco Resources, Inc.

U.S. President Donald Trump said on October 30 that China agreed to lift restrictions on rare earth metals exports for a year. Because of Washington's trade war with Beijing, shares of some companies mining and producing rare earth metals have risen 300-800% since the beginning of the year. The escalation has made the industry a strategic priority for the U.S., and new projects are receiving political and financial support. How to capitalize on this?

1000% growth: rare earth metals are the new oil

Rare earth