Azuria's Tavi Costa: The AI 'build phase' is an inflation trap - here is the metals playbook the market is missing

Impact · against what's priced in

The announcement of a massive $18.5 billion merger between Equinox Gold and Orla Mining creates a larger North American producer during a structural rotation toward hard assets. While the macro environment for metals is bullish, the specific impact on these stocks is driven primarily by the consolidation news.

EQX+0.60

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