Professor Glenn A. Okun
The Rabid Capitalist: The Big Point is a summary of a detailed note available to paid subscribers.
Yesterday, Rio Tinto posted blowout earnings for the first half of 2026. Its forty-three percent increase in profits on a year-over-year basis bodes well not only for Rio but also for BHP and Vale, the other stocks in the Rabid Capitalist’s mining portfolio. While divestment and productivity gains contributed to Rio’s results, demand from AI data centers were and will remain a major source of revenues and earnings for our miners.
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