Cheniere Energy, Freeport-McMoRan And A Financial Stock On CNBC’s ‘Final Trades’

Data Centers Need Copper, Concrete, and Cooling. Here Are 3 Boring Industrials Set to Cash In.

AI data center expansion is driving significant demand for raw materials and infrastructure. Freeport-McMoRan, Vulcan Materials, and Vertiv are well-positioned to benefit from multiyear growth in copper, aggregates, and cooling/power solutions as hyperscaler spending continues to surge.

Shares of critical metal-related companies are trading lower as silver declines amid a stronger dollar and rising yields. Recent comments from the Fed's Barkin on inflation and future rate hikes prompt expectations of tighter monetary policy may raise costs for global consumers and could impact orders and demand.

Shares of copper-related companies are trading higher after reports suggesting of Chinese copper price gains amid a tight physical market for the region. Also, lack of clarity on U.S. copper import tariffs is yielding strong demand in global physical markets, further supporting prices.

Trump, Greenland Deal Puts Rare-Earth ETFs In Focus: Funds to Watch as US Targets China’s Supply Chain

Stocks related to Greenland surged after the new U.S.-Greenland deal. Here’s what it could mean for rare-earth and critical-minerals ETFs.

Cheniere Energy Enters Supply Agreement With Petrobras To Provide ~0.8Mtpa Of LNG On A Free-On-Board Basis For 22 Years

Forget LNG Exporters: EQT Is the Natural Gas Stock I'd Buy Today

EQT Corporation is recommended as a superior natural gas investment compared to LNG exporters. Unlike LNG terminal operators who lock in long-term contracts, EQT has greater upside potential through its integrated gas production model, ownership of midstream infrastructure including the Mountain Valley Pipeline, and exposure to both LNG markets and AI-driven power demand. The company offers better free cash flow durability at lower gas prices while capitalizing on premium market access.