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Metals Cycle Delivers: KGHM Profit Jumps on Copper as Silver Deficit Narrative Builds

Poland's KGHM posts higher second-quarter earnings on firm copper pricing while structural silver supply shortfalls point to operating leverage for miners; Cerrado Gold lifts output 35% but concedes cost inflation

KGHM reported stronger Q2 profit driven by robust copper prices, validating the industrial-metals thesis. Analysts point to a persistent silver supply-demand deficit as the next leg for precious metals producers, while Cerrado Gold's 35% production increase alongside rising costs illustrates the sector's central tension between volume growth and unit-cost discipline.

SPECIAL REPORTBULLISH19 Aug 2026

Inflation Industrials & Materials CommoditiesKGH.WA CERT.V SLV HG=F SI=FRead report →

Micron Clears $1,000 as AI Memory Trade Broadens; Nvidia Trims OpenAI Ohio Backstop to $120 Billion

Memory pricing power lifts Micron into four-digit territory even as Nvidia's reduced guarantee on the OpenAI Ohio data center campus signals a more disciplined phase of AI infrastructure financing.

Micron's move above $1,000 per share underscores how the AI buildout has migrated from GPUs into the memory and interconnect layers of the stack. Simultaneously, Nvidia's decision to cut its guarantee tied to OpenAI's Ohio data center to $120 billion points to tighter vendor-financing discipline, a swing factor for the credit assumptions underpinning hyperscale capex. Blackstone's positioning as an AI infrastructure landlord and copper's squeeze-level pricing reinforce that the trade is now as much about physical inputs and financing structures as it is about silicon.

SPECIAL REPORTBULLISH17 Aug 2026

AI & Semiconductors Industrials & MaterialsMU NVDA BX NVT HG=F+1Read report →

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