Copper price continues to move in tandem with the current supply/demand dynamics. While supply tightness has offered it steady support in recent weeks, signs of slowing demand have curbed its upside potential.

While both companies are deeply tied to AI infrastructure, which has been the hottest trade of the year, the market is now scrutinizing whether their increased spending on data centers and AI clusters will actually deliver profitable returns.

Crude oil price extended previous losses to a two-month low as concerns over a supply glut and slowing demand growth continue to weigh on the market.

US indices show technical breakdowns as AI enthusiasm fades, semiconductors weaken, and volatility stirs. With key economic data ahead, markets remain range-bound and fragile despite seasonal hopes for a year-end rally.