AI macro expert Jordi Visser argues the AI investment cycle is shifting from early-stage semiconductor winners like Micron to late-cycle physical bottlenecks including power generation, chemicals, and silver. He's rotating his portfolio accordingly, citing a structural mismatch between index weightings built for the software era and where economic value is actually being created in the AI buildout.

As memory stocks like Micron and SanDisk have already surged dramatically, investors are shifting focus to liquid cooling infrastructure for AI data centers. With AI factories scaling to gigawatt levels and thermal management accounting for $55-82.5 billion of the U.S. market through 2030, companies providing cooling solutions, heat exchangers, and related thermal equipment are positioned as the next major AI beneficiaries.

The global fluoropolymers market is expected to grow from USD 10.32 billion in 2025 to USD 14.13 billion by 2030 at a CAGR of 6.5%, driven by increasing demand from automotive, aerospace, electronics, and energy sectors. Growth is fueled by rising electric vehicle adoption, semiconductor manufacturing expansion, and renewable energy investments. PTFE remains the largest product type while films represent the fastest-growing application segment, with Asia Pacific leading regional market share.

The global micronized PTFE market is expected to grow at a CAGR of 5.2% from 2025 to 2030, driven by increasing demand across automotive, electrical & electronics, and industrial sectors. Key growth factors include rising industrialization, demand for improved wear resistance, and stricter regulatory standards. Virgin PTFE material and the automotive & transportation industry are the largest segments, with Asia Pacific emerging as a significant growth driver.

Escalating Middle East conflict is disrupting global commodity markets, with oil, fertilizers, and chemicals experiencing significant supply pressures. BMO analysts warn that crude prices remain undervalued relative to supply risks, while fertilizer and chemical producers face margin expansion opportunities. Battery production and nickel markets face indirect threats through sulfur supply disruptions.

Pomerantz LLP announced investigations into potential securities fraud at Gossamer Bio, The Chemours Company, and Alight, Inc. on behalf of investors. The investigation was triggered by Gossamer Bio's failed Phase 3 trial for seralutinib, which caused its stock to plummet 80.14% on February 23, 2026.

Pomerantz Law Firm is investigating potential securities fraud claims against EPAM Systems following the company's disclosure on February 19, 2026 that its largest NEORIS customer is ramping down business. The announcement triggered a 6.61% stock price decline ($9.20 per share) over two trading sessions. The firm is also investigating similar claims against Chemours Company and Alight, Inc.

Pomerantz LLP announced investigations into potential securities fraud at three companies: Stellantis (which announced €22.2 billion in charges and experienced a 23.69% stock price drop on February 6, 2026), Chemours, and Alight. The law firm is seeking investors to join class action lawsuits against these companies.

The data center liquid cooling fluids market is projected to grow from $0.28 billion in 2025 to $2.01 billion in 2032 at a CAGR of 32.7%, driven by rapid expansion of high-density computing for AI, machine learning, and cloud workloads. Water-glycol mixtures and direct-to-chip cooling technologies are expected to lead growth, with hyperscale data centers and North America showing the strongest demand.

Gabelli Funds will host its 17th Annual Specialty Chemicals Symposium on March 19, 2026, in Midtown Manhattan, featuring discussions with leading specialty chemicals companies on industry dynamics and trends. The event will include one-on-one meetings with management teams and webcast access for remote attendees.

The Chemours Company announced a quarterly cash dividend of $0.0875 per share on its common stock for Q1 2026, payable on March 13, 2026, to shareholders of record as of February 27, 2026.

The global fluoropolymers market is projected to grow from US$ 8.56 billion in 2023 to US$ 12.50 billion by 2032, with a CAGR of 4.3%. Growth is driven by rising demand across automotive, aerospace, electronics, and healthcare sectors, with Asia-Pacific leading market expansion. PTFE dominates with 29.6% market share due to its chemical resistance and thermal stability.