Wall Street's Rotation from Tech Faces Earnings Test
The upcoming U.S. earnings season will challenge investors' recent pivot from megacap tech to small-cap and cyclical stocks. Strong forecasts are needed to justify the shift.
The upcoming U.S. earnings season will challenge investors' recent pivot from megacap tech to small-cap and cyclical stocks. Strong forecasts are needed to justify the shift.
Portfolio manager Grant White reveals six stocks offering solid fundamentals and durable growth drivers, presenting opportunities beyond mega-cap leaders. Discover his value-with-growth approach.
Memory and storage stocks, 2025's top S&P 500 performers, continue their rally on AI demand. Analysts question sustainability as valuations climb. Key insights for Canadian investors.
Global defence stocks rally after U.S. President Donald Trump proposes a 50% military budget increase to $1.5 trillion. Investors see geopolitics as the dominant theme of 2026.
Google's parent company, Alphabet, has eclipsed Apple in market capitalization, now ranking second only to Nvidia. This shift highlights Alphabet's growing dominance in the AI sector. Read the full analysis.
Following the arrest of Venezuela's president, U.S. plans to revive its oil industry could challenge Canadian energy investments. Explore the global reserve shift and market implications.
Canada's S&P/TSX composite index posted gains in late-morning trading on January 6, 2026, with U.S. stock markets also moving higher. Get the latest market insights.
PM Mark Carney asserts Canada's energy sector will remain competitive following political changes in Venezuela. Analysis of oil price forecasts and market dynamics.
Senior U.S. officials held a nearly two-hour briefing for top lawmakers following the seizure of Venezuelan leader Nicolás Maduro. The move raises significant questions for Canada's energy sector and foreign policy. Read the full analysis.
Cuba's economy and political stability are thrown into question following the U.S. capture of Venezuelan President Nicolás Maduro. Analysis of the regional fallout and Canadian reactions.
Eric Nuttall of Ninepoint Partners argues the selloff in Canadian energy shares is overblown following Trump's Venezuela action. Get the full market analysis.
Shares of major U.S. oil companies climbed sharply on Monday, January 5, 2026, following a military operation in Venezuela. The market reacts to geopolitical risk and potential supply implications.
Canadian energy stocks declined after U.S. forces captured Venezuelan President Nicolas Maduro on drug charges, sparking market volatility and concerns over future oil supply. Read the full analysis.
The U.K.'s FTSE 100 index approaches the 10,000 milestone, lifted by defence and mining shares following military strikes in Venezuela. Get the latest market analysis.
U.S. stock indexes fell as tech weakness overshadowed early gains on the first trading day of 2026, contrasting with year-end optimism from strategists. Key details inside.
Samsung Electronics shares hit a record high after its CEO quoted customers saying 'Samsung is back,' fueling a broader Asian tech rally driven by AI optimism and surging semiconductor exports. Discover the details.
Wall Street closed 2025 with significant gains after navigating a turbulent year marked by tariff disputes and political pressure on the Federal Reserve. Discover the key drivers behind the market's resilience.
The S&P/TSX Composite index surged 29% in 2025, its second-best performance since 2000, fueled by a 40% rally from April lows and record-setting gains in mining and financial stocks.
U.S. stocks closed 2025 quietly, with the S&P 500 dipping 0.3% on the final day, missing the traditional Santa Claus rally. The benchmark index still posted a solid 17% annual gain. Read the full market analysis.
European stock markets wrapped up 2025 with their strongest annual performance since 2021, led by a historic rally in banking stocks. The FTSE 100 soared 22%, its best year since 2009. Read the full analysis.
London's FTSE 100 index is on track to record its best annual performance since 2009, marking a robust end to 2025 for the blue-chip benchmark. Discover the market drivers and what this means for investors.
As 2025 ends, an analyst reveals a 2026 buy list of seven stocks for savvy investors seeking smart risk in a potential bull market. Discover the strategic picks.
U.S. stock futures fell led by tech megacaps, while silver prices gyrated after hitting a record above $80 an ounce. Get the latest market analysis and 2026 forecasts.
Nvidia has acquired a massive $5 billion stake in chipmaker Intel under a September agreement, reshaping the semiconductor landscape. Discover the details and implications of this landmark deal.
Intel Corp.'s stock fell after Reuters reported Nvidia Corp. halted testing Intel's advanced 18A chipmaking process. The news casts a shadow on Intel's domestic push to challenge TSMC.
Global stock markets show a mixed response following the S&P 500's record close, driven by robust U.S. economic indicators. Explore the latest market movements and key financial trends.
As Alberta investors review 2025 portfolios, gold emerged as a surprising winner. However, fund managers debate its future shine versus the enduring long-term potential of the oil sector. Discover the insights from local financial experts.
Canadian investment professionals reveal the top stocks to watch in 2026, from energy services to infrastructure and railways. Get insights for your portfolio.
Japanese yen weakens and Asian shares show mixed results following a surge in AI stocks on Wall Street. Get the latest on global market movements and key economic indicators.
NFI Group shares surged 17% this week. Analysts from CIBC and others see further upside, citing a $13.2B order backlog. Plus, Desjardins' 2026 top picks and food inflation winners.