Group 1: AI and Gold Market Trends - There has been a significant increase in interest surrounding artificial intelligence (AI) stocks, with companies like Vertiv benefiting from this trend [1] - Gold prices have surged by 72.5% over the past year and 156% over the last five years, indicating a strong market for the precious metal [1] - Concerns about a potential tech bubble in AI, similar to the dotcom crash, may drive more investors towards gold as a safer asset [3] Group 2: Wheaton Precious Metals Overview - Wheaton Precious Metals operates as a streaming company, providing upfront payments to mines in exchange for future gold and silver production [5][7] - The company currently has contracts with 23 mines and is involved in 25 development projects globally, forecasting a 40% increase in production over the next two years [8] - Wheaton's net earnings for the first nine months of 2025 reached $913.4 million, more than double the $440.9 million generated during the same period in 2024, highlighting the benefits of the rising gold market [9]
1 Industrial Stock I'd Buy Before Vertiv in 2026