Commodity markets saw copper prices rise to $4.25/lb amid improved Chinese factory output. Finance investing analysts believe this could sustain mining sector momentum into the summer months. EPR Properties invests in experiential real estate, including movie theaters, eat-and-play venues, wellness properties, and attractions. It leases these properties back to operating companies, primarily under long-term net leases. A few nuggets following my Detroit trip to interview a bunch of CEOs and politicians.... Semiconductor stocks jumped 3% today after Taiwan’s TSMC reported record Q1 revenues. Finance investing research desks are noting strong AI-related chip demand, potentially driving the Philadelphia Semiconductor Index toward historic highs. Investment flows are accelerating into both large-cap and mid-cap chipmakers.
