AI Infrastructure Surge Propels Copper Miners and Energy Firms Amid Data Center Funding Rush

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Data center expansion drives demand for copper and energy, spotlighting Liberty Energy and Trekor Metals. Biotech firms Zevra and Puma report strong revenue growth amid stock volatility. Industrial players like Cognex show resilience while Digi Power X secures major funding for AI infrastructure projects.

The AI-driven data center boom is reshaping energy and resource markets. Liberty Oilfield Services (LBRT.US) emerged as a key beneficiary of surging power demands, reporting 16.39% sequential revenue growth in Q2. Trekor Metals (TGB.US) boosted copper output forecasts while Digi Power X (DGXX.US) secured $200 million for Alabama-based AI infrastructure. Biotech firms showed mixed signals: Zevra Therapeutics (ZVRA.US) maintained strong sales of MIPLYFFA despite executive selling, while Puma Biotechnology (PBYI.US) raised full-year guidance. Industrial players like Cognex Corporation (CGNX.US) and SPX Technologies (SPXC.US) demonstrated resilience with double-digit growth in machine vision and HVAC segments. Leadership changes at Mynd AI (MYND.US), pipeline updates from Indaptus Therapeutics (INDP.US), and promising drill results from Gold X2 Mining (AUXX.US) added further dimensions to this evolving sector landscape.

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