THE 5-MINUTE INVESTOR PODCAST, EP. 72: THE NEXT AI GOLD RUSH IS COPPER

Welcome to episode 72 of The 5-Minute Investor Podcast, where Stockhouse columnists Jonathon Brown and me, Trevor Abes, each deliver a 2.5-minute profile on a stock related to recent investment news. This week, we’re focusing on rising copper demand, which the International Energy Agency sees falling into a 30 per cent deficit by 2035, beginning as soon as 2027, according to a report from BMI, as new AI data centers, electrical grid enhancements and renewable energy technologies proliferate across the globe, straining a copper market dealing with falling grades and dwindling investment. This mismatch is, in turn, shining a light on copper companies in production, on track for future growth, best positioned to capitalize on the metal’s varied industrial applications.

This article is a journalistic opinion piece which has been written based on independent research. It is intended to inform investors and should not be taken as a recommendation or financial advice.

Here are Jon’s show notes for episode 72:

・Jon’s copper stock profile is on Freeport-McMoRan (NYSE:FCX), one of the largest publicly traded copper producers in the world.

・Copper mining giant reports rising profit, maintains 2026 outlook.

・At the time of writing, Freeport-McMoRan stock last traded at US$62.58, adding 54.82 per cent year-over-year and 69.78 per cent since 2021.

Here are Trevor’s show notes:

・Trevor’s copper stock is Capstone Copper (TSX:CS), an Americas-focused producer with operating assets in Chile, Mexico and the United States.

・Capstone Copper reports Q2 2026 results.

・At the time of writing, Capstone Copper stock last traded at C$13.31, adding 56.22 per cent year-over-year and 151.13 per cent since 2021.

Here’s our most recent trio of episodes:

・Episode 69: Gaming’s new dark reality.

・Episode 70: Wildfires, AI and opportunity.

・Episode 71: Weight-loss drug stocks.

Thanks for listening!

The 5-Minute Investor Podcast is on Spotify, YouTube, iHeartRadio, Stockhouse or wherever finer podcasts are found.

Join the discussion: Find out what investors are saying about AI and copper stocks on the Freeport-McMoRan Inc. and Capstone Copper Corp. Bullboards and make sure to explore the rest of Stockhouse’s stock forums and message boards.

Stockhouse does not provide investment advice or recommendations. All investment decisions should be made based on your own research and consultation with a registered investment professional. The issuer is solely responsible for the accuracy of the information contained herein. For full disclaimer information, please click here.

2026-08-03T15:06:17Z