Intel (INTC.O) CEO says the long-term outlook for the PC market is optimistic.

加拿大政府将入股AI初创公司Cohere。

LME copper eased Thursday after hitting a two‑week high as investors moved to the sidelines amid doubts about AI-driven demand and elevated US inventories. JP Morgan analyst Patrick Jones said market sentiment has become more cautious but not outright bearish. Alphabet’s sharp after‑hours drop on Wednesday, after the company reported significantly faster cash burn from AI infrastructure spending, weighed on demand expectations. The rally this year has also been tied to expectations of US tariffs that would divert copper flows to the US and tighten supply elsewhere; COMEX registered stocks are up 60% YTD to 800,321 short tons (≈726,039 t). Jones said a key downside risk is the US ultimately not imposing tariffs, which would reduce US import demand and shift pricing power back to Chinese buyers.