Table of Contents Market Context What Happened Why It Matters Sector Breakdown Risks to Watch What to Watch Next Final Outlook Market Context Growth stocks live and die by two variables: expectations for future earnings and the discount rate applied to them. When bond yields climb, the present value of distant profits shrinks, and richly…
Table of Contents Market Context What Happened Why It Matters Sector Breakdown Risks to Watch What to Watch Next Final Outlook Market Context A large share of TSX growth enthusiasm this year has been built on AI infrastructure. Investors have rewarded companies linked to servers, networking, power equipment and data centre development, and some valuations…
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 growth stock sector opens October 6 in the most constructive interest rate environment since June. The Federal Reserve’s October rate-hike probability has declined to approximately 20% — the lowest level since…
Table of Contents Market Context What Happened Why It Matters Sector Breakdown Risks to Watch What to Watch Next Final Outlook Market Context Canadian growth stocks close the month of September with a cleaner fundamental narrative than any prior week in 2026’s most volatile period. BlackBerry (TSX:BB) raised its full-year fiscal 2027 financial outlook following…
Table of Contents Market Context What Happened Why It Matters Sector Breakdown Risks to Watch What to Watch Next Final Outlook Market Context Twenty-four hours before BlackBerry’s (NYSE/TSX: BB) Q2 fiscal 2027 earnings release at 8:00 a.m. EDT on Wednesday September 24, the company has delivered exactly the kind of pre-earnings catalyst that institutional investors…
Table of Contents Market Context What Happened Why It Matters Sector Breakdown Risks to Watch What to Watch Next Final Outlook Market Context Two days from now, on Wednesday September 24 at 8:00 a.m. EDT, BlackBerry Limited (NYSE/TSX: BB) will report its fiscal second quarter results for the period ended August 31, 2026. That announcement…
Table of Contents Market Context What Happened Why It Matters Sector Breakdown Risks to Watch What to Watch Next Final Outlook Market Context Canadian growth stocks enter September 17 facing what is analytically the most complete expression of their rate-sensitivity challenge since the start of 2026. The Federal Reserve’s unanimous September 16 hike to 3.75%–4.00%…
Table of Contents Market Context What Happened Why It Matters Sector Breakdown Risks to Watch What to Watch Next Final Outlook Market Context Tuesday’s 7.84% decline in Shopify (TSX:SHOP) — closing the stock at CA$185.03, its weakest finish since July 29 — is analytically important for reasons that go beyond a single day’s price action….
Table of Contents Market Context What Happened Why It Matters Sector Breakdown Risks to Watch What to Watch Next Final Outlook Market Context Canadian growth stocks reopen today in a September that presents their most challenging near-term environment of 2026. The combination of a 162,000 U.S. August NFP — nearly triple the consensus forecast —…
Table of Contents Market Context What Happened Why It Matters Sector Breakdown Risks to Watch What to Watch Next Final Outlook Market Context Canadian growth stocks arrive at the beginning of September in a more challenged position than at any point since the TSX’s 2026 bull market began in earnest. The combination of a hawkish…
Table of Contents Market Context What Happened Why It Matters Sector Breakdown Risks to Watch What to Watch Next Final Outlook Market Context Canadian growth-oriented stocks delivered a genuinely mixed session Monday, with select energy and mining names posting strong gains even as broader technology names continued to face pressure from both domestic inflation data…
Table of Contents Market Context What Happened Why It Matters Sector Breakdown Risks to Watch What to Watch Next Final Outlook Market Context The S&P/TSX Composite has continued its remarkable run through mid-August, touching fresh record territory this week as tame U.S. inflation readings eased rate-hike concerns, even as a genuinely mixed batch of corporate…
Table of Contents Market Context What Happened Why It Matters Sector Breakdown Risks to Watch What to Watch Next Final Outlook Market Context Canadian growth and technology investors head into today’s session with a genuinely significant catalyst on the calendar: Constellation Software’s earnings report, arriving at a moment when the broader technology sector is still…
Table of Contents Market Context What Happened Why It Matters Sector Breakdown Risks to Watch What to Watch Next Final Outlook Market Context Canadian growth and technology investors experienced one of the more genuinely dramatic weeks of the year, watching Shopify deliver a standout earnings beat that sent shares soaring, only to see Celestica, one…
Table of Contents Market Context What Happened Why It Matters Sector Breakdown Risks to Watch What to Watch Next Final Outlook Market Context Canadian growth and technology investors received exactly the kind of decisive, guidance-beating quarter this week that markets have been demanding from AI and e-commerce-linked names throughout this earnings season. Shopify’s results Wednesday…
