Raw Materials & Mining AI Stocks
Raw materials AI stocks are miners and processors supplying the physical inputs of the AI buildout: copper for power distribution, uranium for nuclear energy, lithium for storage, and rare earths for magnets and electronics. They sit at the very start of the supply chain, before a single chip or data center exists.
Market Cap
$1.68T
AI-Exposed Cap
$398.88B
24h Change
+0.06%
7d Change
+1.06%
Stocks
37
Market data as of the close on . Prices are end of day, not live.
# | Name | Price | 24h | 7d | Market Cap | Volume (24h) | 7d Chart |
|---|---|---|---|---|---|---|---|
| 1 | L LIN | $469.72 | +2.67% | +1.46% | $216.53B | $904.5M | |
| 2 | B BHP | $84.95 | -1.32% | +0.21% | $215.90B | $349.2M | |
| 3 | S SCCO | $201.94 | +1.96% | +6.63% | $170.51B | $201.5M | |
| 4 | R RIO | $95.25 | -1.84% | -2.07% | $154.91B | $253.1M | |
| 5 | A AIQUY | $38.20 | +0.50% | -0.39% | $121.89B | $864.8K | |
| 6 | F FCX | $72.58 | +0.58% | +4.61% | $104.23B | $647.7M | |
| 7 | G GLNCY | $14.56 | +0.62% | -6.37% | $85.41B | $3.2M | |
| 8 | S SHECY | $18.55 | -1.22% | -0.11% | $67.34B | $505.4K | |
| 9 | M MKKGY | $30.20 | -0.63% | +0.13% | $65.65B | $94.3K | |
| 10 | A APD | $286.97 | +2.69% | -1.24% | $63.90B | $264.8M | |
| 11 | V VALE | $13.82 | -2.33% | -4.49% | $58.22B | $427.1M | |
| 12 | N NGLOY | $27.00 | -0.88% | +2.53% | $57.86B | $2.0M | |
| 13 | H HOCPY | $144.08 | -0.76% | +0.23% | $48.06B | $748.5K | |
| 14 | C CCJ | $90.80 | -2.61% | -0.45% | $39.55B | $221.1M | |
| 15 | I IBIDY | $31.95 | -3.42% | +5.72% | $35.93B | $5.4K | |
| 16 | T TECK | $66.80 | +0.06% | +3.33% | $30.00B | $231.6M | |
| 17 | Q Q | $124.50 | +2.20% | +8.65% | $26.05B | $112.9M | |
| 18 | A ALB | $113.47 | +0.49% | +0.02% | $13.39B | $249.6M | |
| 19 | H HBM | $26.79 | +0.53% | +6.14% | $11.90B | $77.6M | |
| 20 | A AA | $44.02 | -1.39% | -5.37% | $11.62B | $144.2M | |
| 21 | L LYSDY | $10.06 | +0.40% | +2.55% | $10.13B | $245.3K | |
| 22 | M MP | $48.89 | -4.21% | -0.20% | $8.71B | $201.9M | |
| 23 | E ESI | $35.47 | +6.13% | +11.58% | $8.64B | $167.4M | |
| 24 | S SUOPY | $39.22 | -2.53% | +4.95% | $8.17B | $31.2K | |
| 25 | N NXE | $9.63 | -1.73% | +1.80% | $6.46B | $24.8M | |
| 26 | M MTRN | $254.73 | +0.04% | +6.37% | $5.31B | $39.0M | |
| 27 | U UEC | $9.95 | -3.68% | -1.29% | $5.30B | $60.3M | |
| 28 | A AXTI | $72.98 | -6.18% | +13.50% | $4.79B | $386.9M | |
| 29 | U USAR | $15.83 | -6.83% | +4.83% | $4.53B | $208.2M | |
| 30 | E ERO | $36.48 | +5.13% | +12.14% | $3.80B | $49.5M | |
| 31 | L LEU | $151.31 | -2.29% | +6.47% | $3.09B | $79.5M | |
| 32 | U UUUU | $11.60 | -4.45% | -1.11% | $3.00B | $78.6M | |
| 33 | D DNN | $2.82 | -3.75% | +0.00% | $2.55B | $59.0M | |
| 34 | R ROG | $139.44 | +7.39% | +6.42% | $2.49B | $43.8M | |
| 35 | U UROY | $4.42 | +4.25% | +3.27% | $1.54B | $12.4M | |
| 36 | G GSM | $4.19 | +1.09% | -2.88% | $777.34M | $2.5M | |
| 37 | E EU | $1.22 | +16.19% | +31.18% | $237.02M | $9.0M |
Frequently asked questions
Why does the AI buildout affect copper and uranium miners?
Data centers are power-hungry industrial projects. Each gigawatt-scale campus needs thousands of tons of copper for wiring, transformers, and cooling systems, and the surge in nuclear power agreements signed by AI buyers feeds directly into uranium demand. Mining companies collect that spending years before the data center serves its first query.
Are commodity stocks a pure play on AI?
No. Miners serve many end markets at once, so AI demand is one driver among several. That cuts both ways: they have less upside from AI alone than a pure play, but also a business that survives if AI spending slows. The AI Exposure Score on each stock page shows how much of the thesis is actually AI.
New to the framework? The Start Here guide walks the whole buildout layer by layer, including where Raw Materials & Mining fits.
Related reading
- What are AI infrastructure stocks? The 12 layers, explained · AI infrastructure stocks are the companies paid to build AI compute: chips, memory, networking, data centers, cooling and power. The 12 layers and the catch.