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Market Outlook: Taiwan Semiconductor powers long-term AI growth

Investors can balance AI infrastructure growth with inflation protection through semiconductors, energy producers and pipeline operators.

Market Outlook: AI opportunities broaden as investors look beyond chips

James Learmonth discusses Broadcom, the evolving AI trade, Nvidia, Caterpillar and why he remains bullish on U.S. equities.

Market Outlook: Broadcom selloff exposes risks in AI stock surge

Broadcom's selloff is fuelling concerns that AI stock valuations have become stretched despite strong long-term demand for artificial intelligence.

Market Outlook: Return-to-office policies test workplace flexibility

Hybrid work remains common as employers reassess office attendance, productivity, worker flexibility and employee retention.

Market Outlook: Iran tensions, bond shifts and SpaceX IPO test stocks

Iran tensions, bond yields and a potential SpaceX IPO could create new challenges for stocks, says investor Mark Sebastian.

Market Outlook: CUSMA deadline nears as Canada seeks trade certainty

CUSMA review deadline on July 1 is unlikely to trigger a trade cliff as Canada and the U.S. continue negotiations and seek longer-term stability.

Market Outlook: Toronto home sales hit 10-month high on affordability

Toronto home sales rose 10 per cent in May, marking the biggest monthly increase in 10 months as affordability improved and inventory tightened.

Market Outlook: Oil, tariffs and AI keep investors on edge

Higher oil prices, tariff uncertainty and AI spending are influencing investor sentiment as stocks remain near record highs.

Market Outlook: Bitcoin selloff puts focus on institutional crypto adoption

Bitcoin falls below US$70,000 as investors weigh ETF flows, regulation and institutional adoption across digital assets.

Market Outlook: AI spending fuels next wave of technology gains

Michelle Connell discusses Hewlett Packard's earnings, AI spending trends and investment opportunities in technology, utilities and commodities.

Market Outlook: Loonie traders may be underestimating CUSMA uncertainty

Karl Schamotta discusses the Bank of Canada, the Canadian dollar and why CUSMA negotiations could create currency volatility.

Market Outlook: Canada’s AI cloud dependence continues to grow

A new report warns Canada could deepen its dependence on major cloud providers unless policymakers address competition and interoperability.

Market Outlook: AI server growth drives surge in memory demand

Memory chip companies are benefiting from rising AI infrastructure spending as demand for computing power and data processing continues to grow.

Market Outlook: Nvidia expands AI push with new chip launch

Jamie Wise discusses portfolio resilience, market volatility and shifting AI-driven narratives as investors navigate changing market leadership.

Market Outlook: Canada enters technical recession as growth slows

Canada entered a technical recession in the first quarter as tariffs, weak investment and softer exports weighed on economic growth.