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The physical capital paradox: why the best performing asset class is the least owned

Investors are ignoring the superior performance of commodities despite their critical role in the AI buildout

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cityam.com

oilprice.com

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cityam.comStai leggendo5 g fa

The physical capital paradox: why the best performing asset class is the least owned

Investors are ignoring the superior performance of commodities despite their critical role in the AI buildout

originale

oilprice.com5 g fa

Commodities Beat Tech This Decade, and Wall Street Still Won't Buy In | OilPrice.com

Magnificent Seven commit $800bn, half for copper and rare earths for AI, yet commodities remain underfunded despite outperforming tech 200% this decade. Energy and rare-earth shortages will spike datacenter capex and constrain AI infrastructure expansion.

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Timeline cronologica

giovedì 23 luglio 2026·cityam.com
The physical capital paradox: why the best performing asset class is the least owned
Investors are ignoring the superior performance of commodities despite their critical role in the AI buildout
giovedì 23 luglio 2026·oilprice.com
Commodities Beat Tech This Decade, and Wall Street Still Won't Buy In | OilPrice.com
Commodities have outpaced tech since 2020, but investors still won't buy in, even as the AI boom drives record demand for raw materials.