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 have a genuinely encouraging data point to consider today, following Palantir Technologies’ standout second-quarter results, released after Monday’s close while the TSX remained shut for the Civic…
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 stocks pulled back meaningfully to close out last week, as investors positioned cautiously ahead of Shopify’s pivotal second-quarter earnings report, scheduled for later this week. The pullback follows…
Table of Contents Market Context What Happened Why It Matters Sector Breakdown Risks to Watch What to Watch Next Final Outlook Market Context This week delivered one of the most consequential stretches of megacap earnings in recent memory, with Microsoft, Meta, and Apple all reporting results within a 48-hour window that left investors with dramatically…
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 stocks continued their strong run Tuesday, extending momentum from Monday’s record-setting rally even as broader market caution ahead of today’s Federal Reserve decision weighed on most other sectors….
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 stocks delivered one of their strongest sessions of the summer Monday, led by a dramatic surge in Shopify tied to renewed analyst confidence in the company’s resilience against…
Table of Contents Market Context What Happened Why It Matters Sector Breakdown Risks to Watch What to Watch Next Final Outlook Market Context Growth stock investors faced a genuine reckoning this week as the first two “Magnificent Seven” companies to report second-quarter earnings, Tesla and Alphabet, delivered results that reignited concerns about the pace and…
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 landscape had a genuinely eventful week, with names spanning commerce technology, AI hardware manufacturing, and satellite services all drawing fresh attention. After weeks of volatility tied primarily to macro…
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 stocks are heading into a pivotal week following one of the roughest stretches for global semiconductor names in recent months. What began as sentiment-driven volatility tied to oil…
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 stocks have spent this week riding the same volatility affecting broader markets, but Tuesday brought a genuine reprieve as cooler-than-expected inflation data helped chip stocks recover from Monday’s…
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 stocks head into this week facing a genuine test of how much of last week’s AI infrastructure enthusiasm can survive contact with a sharp, geopolitically driven risk-off shock….
Table of Contents Market Context What Happened Why It Matters Sector Breakdown Risks to Watch What to Watch Next Final Outlook Market Context Growth investing in Canada has increasingly become synonymous with artificial intelligence infrastructure this year, even as U.S. technology and chip stocks have shown notable volatility. Concerns that AI-related spending may not translate…
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 landscape continues to expand beyond the technology-first framework that has dominated the U.S. growth narrative. While Shopify (TSX:SHOP) and BlackBerry (TSX:BB) represent the TSX’s most prominent software-led growth stories,…
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 universe entered July with a pair of compelling narratives that cut against the cautious macro backdrop the country is navigating. While the headline economic story involves a shallow technical…
Table of Contents Market Context What Happened Why It Matters Sector Breakdown Risks to Watch What to Watch Next Final Outlook Market Context Growth investing on the TSX has always occupied an uncomfortable middle ground. Canada’s market lacks the deep pool of pure-play technology names that characterise the Nasdaq, yet it offers something the U.S….
Table of Contents Market Context What Happened Why It Matters Sector Breakdown Risks to Watch What to Watch Next Final Outlook Market Context Growth investing on the TSX requires a different frame of reference than its U.S. equivalent. The Canadian index’s structural composition — weighted heavily toward financials, energy, and materials — means pure-growth technology…
