Copper, Semis & Nvidia’s Buying Spree

The copper price has skyrocketed in recent months, but not for the usual reason of strong global growth. Instead, Jackie reports, a perfect storm of circumstances has created an unusually tight market, with uncommon supply constraints at a time of rising demand. … Also: Semiconductor companies’ March-quarter earnings reports have shown that demand for AI chips and demand for all other types of semiconductors are on two different trajectories: The former has been soaring, the latter languishing. … And in our Disruptive Technologies segment, a look inside the acquiring mind of Nvidia.