{"id":635219,"date":"2026-08-13T15:23:16","date_gmt":"2026-08-13T15:23:16","guid":{"rendered":"https:\/\/www.europesays.com\/ie\/635219\/"},"modified":"2026-08-13T15:23:16","modified_gmt":"2026-08-13T15:23:16","slug":"forget-ai-one-of-the-hottest-trades-right-now-is-coffee","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/ie\/635219\/","title":{"rendered":"Forget AI: One of the hottest trades right now is coffee"},"content":{"rendered":"<p>Coffee has become one of the best trades in the market lately, outpacing even artificial intelligence. Coffee futures are up 13% over the past three months, beating the VanEck Semiconductor ETF (SMH) \u2014 one of the big beneficiaries of AI \u2014 which is up just 2.2%. The Roundhill Memory ETF (DRAM) is little changed over the same time. Coffee has even outpaced the broader market by a factor of three, with the S &amp; P 500 advancing 4.1% since mid-May. The commodity&#8217;s strong performance comes despite record levels of production, as demand shows no signs of slowing. Weather is also playing a key role in its recent surge. @KC.1 3M mountain Coffee 3-mo chart &#8220;Looking into 1H27, arabica coffee prices have rebounded, up ~30% since June, and this week&#8217;s earthquake in Colombia has introduced new uncertainty as a road carrying a significant portion of the country&#8217;s exports was disrupted,&#8221; wrote Jefferies analyst Kaumil Gajrawala in a note. Research organization Climate Central also pointed out earlier this year that &#8220;extreme weather in global coffee-growing regions has likely contributed to coffee price spikes in recent years.&#8221; And while trading the commodity directly can be difficult-to-impossible for most small investors, there are some publicly-traded companies that analysts expect will outperform. HSBC upgraded Keurig Dr Pepper , the maker of K-Cup pods and owner of Green Mountain Coffee Roasters and Peet&#8217;s, to buy from hold. Its price target of $40, up from $37, implies upside of more than 35%. &#8220;Strong trends in refreshment beverages and improving outlook for U.S. Coffee into 2H26 are encouraging,&#8221; wrote analyst Sorabh Daga. Shares are flat over the past three months and are up 5.5% in 2026. Another stock investors should keep an eye on is Starbucks . The coffee chain has soared 29% year to date and is ahead 2.4% over the past three months. Frank Cappelleri, founder of CappThesis and a CNBC contributor, wrote Wednesday that a breakout in the stock is brewing. If Starbucks breaks out and begins moving toward his $125 target, &#8220;it also would be pushing through the top of this longer-term, multiyear range,&#8221; he said. &#8220;At that point, momentum could accelerate further, opening the door for the stock to challenge its all-time highs and potentially continue higher from there, much like we&#8217;ve seen following prior multi-year breakouts,&#8221; Cappelleri said.<\/p>\n","protected":false},"excerpt":{"rendered":"Coffee has become one of the best trades in the market lately, outpacing even artificial intelligence. Coffee futures&hellip;\n","protected":false},"author":2,"featured_media":635220,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":"","_share_on_mastodon":"0"},"categories":[261],"tags":[268488,291,289,290,207,268487,11989,18,19,204,17,18631,234711,5852,205,82,777],"class_list":["post-635219","post","type-post","status-publish","format-standard","has-post-thumbnail","category-artificial-intelligence","tag-kc26z","tag-ai","tag-artificial-intelligence","tag-artificialintelligence","tag-business-news","tag-coffee-dec25","tag-colombia","tag-eire","tag-ie","tag-investment-strategy","tag-ireland","tag-keurig-dr-pepper-inc","tag-roundhill-memory-etf","tag-starbucks-corp","tag-stock-markets","tag-technology","tag-vaneck-semiconductor-etf"],"share_on_mastodon":{"url":"","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/posts\/635219","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/comments?post=635219"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/posts\/635219\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/media\/635220"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/media?parent=635219"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/categories?post=635219"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/tags?post=635219"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}