Table of Contents Market Context What Happened Why It Matters Sector Breakdown Risks to Watch What to Watch Next Final Outlook Market Context Investors in artificial intelligence have moved from asking whether demand is real to asking who gets paid for it. Spending on data centres, chips and cloud capacity has reached levels that make…
Table of Contents Market Context What Happened Why It Matters Sector Breakdown Risks to Watch What to Watch Next Final Outlook Market Context The TSX is closed today for the National Day for Truth and Reconciliation — a statutory holiday across federal and provincial governments that provides a pause from market activity as Canada reflects…
Table of Contents Market Context What Happened Why It Matters Sector Breakdown Risks to Watch What to Watch Next Final Outlook Market Context September 21 arrives with no major earnings or macroeconomic data releases scheduled — a deliberate pause between the seismic activity of last week’s Federal Reserve rate hike and the company-specific catalyst that…
Table of Contents Market Context What Happened Why It Matters Sector Breakdown Risks to Watch What to Watch Next Final Outlook Market Context The AI industry experienced an unprecedented moment of collective self-reflection last week that sent shockwaves through global technology markets and carries specific implications for Canadian AI-exposed stocks heading into September 15. Anthropic…
Table of Contents Market Context What Happened Why It Matters Sector Breakdown Risks to Watch What to Watch Next Final Outlook Market Context Canada’s artificial intelligence stock universe entered September 4 in a state of validated momentum following Celestica’s extraordinary Thursday session — an 11.3% single-day surge that confirmed what the company’s own guidance revisions…
Table of Contents Market Context What Happened Why It Matters Sector Breakdown Risks to Watch What to Watch Next Final Outlook Market Context Celestica remains one of the more closely watched stories in Canadian AI-linked technology, with the stock continuing to work through the aftermath of its major equity offering even as the underlying business…
Table of Contents Market Context What Happened Why It Matters Sector Breakdown Risks to Watch What to Watch Next Final Outlook Market Context Canadian AI-linked technology stocks faced a genuinely difficult session Tuesday, as a broader selloff in U.S. chipmakers spread directly into Toronto trading, extending a pattern of high sensitivity to American semiconductor sentiment…
