The Club's top 10 things to watch in the stock market Tuesday
Copper is on track for its biggest one-year increase since 2009. Meanwhile, Meta announced one last acquisition of 2025.
TL;DR
- Stock market shows little change, with major averages on track for double-digit gains in 2025.
- Copper prices are set for their biggest one-year increase since 2009, driven by AI spending and supply chain issues.
- Meta Platforms acquired AI agent developer Manus for over $2 billion.
- Data center expansion is increasing power demand, benefiting companies like Caterpillar and GE Vernova.
- Microsoft, Apple, CrowdStrike, Palantir, and Tesla are highlighted as key stocks for the AI revolution into 2026.
- Applied Digital is spinning off its cloud unit to merge with Ekso Bionics.
- Boeing secured an $8.58 billion contract from the U.S. Air Force for fighter jets for Israel.
- Raymond James raised Aflac's price target, citing stronger earnings power.
- Citizens increased Twilio's price target due to increased interest in voice AI solutions.
- Raymond James removed Shack Shack from its 'Analyst Current Favorites' list due to softer industry trends.