Copper Stocks On Shaky Ground, JPMorgan Analysts Say: Tariffs, DeepSeek Cloud Outlook
1. JP Morgan warns of tariffs and risks affecting copper stocks. 2. Copper sector needs trade de-escalation or China stimulus for upside. 3. Copper demand projected to grow despite AI disruption fears. 4. Instability in DRC could impact global copper supply significantly. 5. JP Morgan favors EMEA gold miners over copper investments currently.