Metals Rally Faces a Reality Check
THE SO WHAT
Analysts downplaying copper’s "AI supercycle" while pointing to China property weakness and aluminum supply risk is a warning against over-allocating capex on the back of AI demand narratives alone. If your business depends on metals, hedge against macro and sector-specific drivers, not just data center buildout stories.
READ THE SOURCE
MORE FROM THE WIRE
Deep & Emerging TechBuilding the Next Generation of Chips
Atomic-precision processes for semis and batteries are a bet that AI-era demand will reward tighter control over materials, not just more fabs. If you depend on high-end compute or storage, track these process innovations alongside node shrinks—they may be the real constraint relief in 3–5 years.
Deep & Emerging TechThis abandoned torrent app could have exposed millions of devices to cyberattack
An abandoned but auto-updating app turning into a mass-compromise vector is a software supply chain failure, not a one-off scare. Inventory “dead” apps and libraries in your environment and lock or remove anything that can still silently update.
Deep & Emerging TechRevolut's UK lending push is a ‘watershed’ moment. Can it take on the big banks?
A consumer fintech with Revolut’s distribution leaning hard into UK lending is a direct shot at banks’ most defensible profit pool. If you’re a legacy lender, assume fee-based products are no longer enough—credit risk, data, and UX now have to be managed as one system.
Deep & Emerging TechSamsung TVs might use the mics of connected devices to listen to you, researcher says
If TVs can scan and tap third-party mics, the smart home is effectively one blended sensor network regardless of who sold each device. Privacy and security teams need to treat the living room like a shared data surface, not a set of isolated gadgets with separate risk profiles.