Investor Outlook

Salesforce shares faced pressure after weak guidance renewed concerns about AI disruption across the software industry.

Ivana Delevska says Nvidia remains well positioned for more gains as AI demand, agentic AI adoption and chip spending accelerate.

Lightspeed shares fell after weaker guidance overshadowed stronger quarterly revenue and accelerating growth in core business segments.

Agnico Eagle approved a US$2.4 billion redevelopment of its Hope Bay gold project in Nunavut, targeting production by 2030.

Target beat first-quarter estimates and raised guidance as turnaround efforts helped drive its strongest sales growth in four years.

Mattr shares rose after the company reported a first-quarter earnings beat and improved its 2026 outlook on stronger demand and margins.

Rebecca Teltscher says AtkinsRéalis’ nuclear growth highlights the appeal of hard-asset investing amid AI disruption concerns.

Birchcliff Energy raised 2026 cash flow guidance after reporting stronger first-quarter profit and diversified gas market exposure.

Constellation Software beat revenue estimates as acquisitions and organic growth helped offset investor concerns about AI disruption.

Doman Building Materials posted a first-quarter EBITDA beat as cost controls and strategic lumber buying offset pricing pressure.

Alternative lenders are seeing rising demand in Canada as tighter mortgage rules and affordability pressures reshape home ownership.

MDA Space maintained guidance after reporting a first-quarter revenue beat and growing customer demand for its CHORUS program.

Nutrien shares slipped after earnings as investors weighed volatile fertilizer prices and improving long-term crop fundamentals.

Suncor shares fell despite stronger first-quarter earnings, record production and higher refining throughput as oil prices declined.

Thomson Reuters beats Q1 revenue estimates as AI adoption grows, supporting strong performance across key segments.