Bank of America highlighted 10 mining and infrastructure stocks set to benefit from AI data center build‑out, within a 67‑stock, $5.5 trn universe.
Freeport‑McMoRan was downgraded to Equalweight by Morgan Stanley after revising its Grasberg mine production ramp‑up schedule.
Zijin Mining reported Q1 net income $2.8 bn and announced a $2.5 bn acquisition of control of Chifeng Gold.
Rio Tinto ended merger talks with Glencore and raised U.S. aluminum billet premiums by roughly 12%.