Glencore reported 1H underlying earnings of $10.1bn, up 86% YoY, driven by higher core commodity prices and one of the trading division’s strongest periods in years as energy prices spiked amid the Iran war and triggered severe global commodity volatility. The company will return an additional $1.5bn to shareholders, comprising a $1.0bn special dividend and $0.5bn buyback. Coal, a major profit driver for Glencore, benefited from Middle East-driven energy market disruption. Copper hit record high

Wells Fargo strategist Ohsung Kwon says rising data‑center construction will boost the industrial sector. Capital‑goods firms that make machines, equipment and tools for data‑center builds are among the stocks “closest to the AI theme,” he said. Wells Fargo estimates manufacturing activity expanded in July at the fastest pace in over four years and non‑AI capex is up about 10% YoY; commercial and industrial loan growth has also accelerated. Traders rotating into so‑called traditional‑economy sectors have lifted industrials roughly 20% YTD, trailing only energy and information technology. Kwon estimates about 40 hyperscale data centers are under construction and more than 100 are planned, concentrated in Texas, Georgia, Virginia and Pennsylvania. He adds that if local economic spillovers from operational data centers become a trend, the market is at a very early stage of that effect.

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