Macquarie upgraded Australian uranium miner Paladin Energy to outperform, noting its stock reflects an implied uranium price of $77 a pound versus the spot $84. The bank links the upgrade to rising power use at AI data centres, boosting nuclear fuel demand, and calls the stock a conduit to AI‑driven uranium cycle. It also nudged Boss Energy to neutral, saying downgrades are now priced in.

AmInvestment Bank said Asian palm‑oil prices slipped as lower crude oil dented biofuel demand. Technical charts keep crude‑palm futures in bearish territory, while fundamentals stay neutral. The broker placed resistance at 4,515 ringgit per tonne and support at 4,453, with the August Bursa Malaysia contract trading around 4,478. The market expects further weakness if crude stays low.

Elara Securities expects Hindalco Industries’ U.S. unit to rebound by FY 2027 as the Oswego aluminium plant restarts, boosting volumes. Cost cuts and strong scrap spreads should lift near‑term profit. The analyst raised FY27‑28 EBITDA forecasts 21% and hiked the target price to 1,225 rupees, up from 1,024, keeping an accumulate call. Shares closed 1% higher at 1,109.60. The earnings outlook improves confidence among investors.