Markets' new year rally continues, reaching new highs in the US for the Dow Jones and S&P 500 indices, in a broad-based push led by the memory storage and lithium sectors. These two are expected to continue making gains due to their crucial role in artificial intelligence infrastructure. So there could be a lot more room to run for lithium, with Australian miners to benefit, if 2026 becomes the metal's expected 'turning point'.

Watchlist: Liontown, SanDisk, Global X Copper Miners ETF

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