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This 2026 trade is quietly beating AI stocks: the rally may have further to run
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This 2026 trade is quietly beating AI stocks: the rally may have further to run
A standout three-month trade comes from an old-school commodity rather than semiconductors, memory chips or the wider AI boom. Coffee futures have gained about 13% over that period, compared with a 2.2% rise for the VanEck Semiconductor ETF and a 4.1% advance for the S&P 500. The Roundhill Memory ETF has been little changed. Prices are climbing even as Brazil heads towards what could be a record 2026/27 crop, despite improving long-term supply. …
·Road Town, Virgin Islands (British)
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