The first quarter earnings season coincides with the start of a new year and new forecasts for which stocks and sectors are likely to perform well. Most growth-oriented investors will continue to be in technology stocks. However, many analysts believe metals and mining stocks will outperform. This trade is about more than gold and silver. Copper and uranium stocks are also expected to outperform.
Bank of America (NYSE: BAC) recently released its top commodity stock picks for 2026. The list includes three mining stocks, which makes sense. With gold, silver, and copper at record levels, the companies that mine these metals become significantly more profitable.
