According to CNBC, copper is on pace for its best year since 2009 as a record price rally is fueled by AI-related demand and supply fears. According to CNBC, the report attributes the surge to accelerating AI infrastructure needs alongside tightening supply dynamics that are supporting bullish momentum.

According to @KobeissiLetter, silver is going parabolic while the S&P 500 is experiencing one of its best six-month rallies in history, highlighting simultaneous strength across commodities and equities; source: @KobeissiLetter on X, Sep 29, 2025. The post’s "Probably nothing" quip underscores the significance of this cross-asset momentum backdrop that traders monitor for breakout conditions and trend continuity; source: @KobeissiLetter.