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Here are ways to reduce the risks of a highly dangerous market. Apple, Google, Amazon, Meta and Nvidia are masking some underlying strength

The U.S. isn't discovering copper — it's stockpiling it. Quietly, American warehouses have turned into a modern-day metal fortress, with 590,000 short tons of copper sitting in COMEX-approved storage — the highest level in more than 30 years. This isn't a mining miracle. It's a trade-war chess move. A 300% Surge — Before The Tariff Hammer Falls Copper inventories have exploded nearly 300% in just 12 months, now exceeding the combined stocks of the LME and Shanghai exchanges, according to CME dat

Credit derivatives tied to single companies didn’t exist on many high-grade Big Tech issuers a year ago, and are now some of the most actively traded US contracts in the market outside of the financial sector, according to Depository Trust & Clearing Corp. While contracts on Oracle Corp. have been active for months, in recent weeks, trading on Meta Platforms Inc., the parent of Facebook, and Alphabet Inc. has become much more active, the data shows.

Meta Platforms has started construction on a new $10b, 1-gigawatt data center campus in Lebanon, Indiana. The facility is designed to support Meta’s push into AI first products and next generation AI technologies. This project forms part of Meta’s wider plan to commit about $135b to AI related capex by 2026. The campus is expected to play a role in local job creation and public infrastructure investment in Indiana. At a share price of $639.77 for NasdaqGS:META, this move into a large scale...

Meta Platforms closed the week at $639.77, down 3.28% from February 6. The S&P 500 fell just 1.29% over the same period, while the Nasdaq 100 dropped 1.27%. It’s another losing week for Meta, and the stock is now down 13% from where it closed the day after reporting blowout earnings. Let’s dive into the ... Meta Stock Falls 3.28% This Week Despite Ackman Endorsement and Bullish Analyst Targets

Corning (NYSE:GLW) has entered a long term fiber optic supply agreement with Meta valued at US$6 billion. The deal focuses on providing fiber solutions for the AI powered data center infrastructure used by Meta. The agreement expands Corning's role in supplying critical components to large scale cloud and AI platforms. Corning is best known for glass and advanced materials, but its optical communications segment is a core part of how it serves cloud and connectivity customers. This new...

Vistra (NYSE:VST) has entered into 20 year zero carbon nuclear power agreements with Meta. The deals cover more than 2,600 MW of carbon free nuclear energy output. The agreements are described as the largest nuclear uprates backed by a U.S. corporate customer to date. Vistra comes into this announcement with its shares at $171.49 and a very large 3 year return, close to 7x, and a 5 year return that is also very large. The stock is up 14.6% over the past week and 3.8% year to date, and these...