Canadian Investors Say 'Mini Wave' Of Homegrown AI Chip Companies Could Be Coming
Canadian venture firms are gearing up for a "mini wave" of homegrown AI chip startups as demand for energy‑efficient hardware surges. Investors such as Two Small Fish, Cycle Capital and RiSC Capital have already backed companies like Zinite, Blumind, Hepzibah AI and GaN Systems, while Nvidia pledged $6.5 billion to photonics developers. Canadian VC spend on semiconductors jumped to roughly $154 million (CAD) in 2025 and $67 million YTD 2026, signaling a shift from software‑only bets. The privatized Canadian Photonics Fabrication Centre positions the country to supply photonic chips that could address AI compute bottlenecks.
How to Position Your Portfolio in a K-Shaped Economy Where an AI-Fuelled Stock Market Masks Main Street Struggles
The article warns that the U.S. economy is increasingly K‑shaped, with AI‑driven corporate earnings and a $700‑$725 billion capital‑spending plan for 2026 propelling Wall Street, while Main Street faces mounting affordability pressures, declining consumer sentiment and weaker small‑business optimism. First‑quarter S&P 500...
How Carney's New Sovereign Wealth Fund Could Backfire on the Economy
Prime Minister Mark Carney announced a $25 billion sovereign wealth fund that, unlike traditional funds, will be financed largely through new government borrowing because Canada lacks fiscal surpluses. The added debt issuance could push Canadian bond yields higher, feeding through to...
What the Migration of Primary Listings Says About Canada's Capital Markets
Barrick Mining Corp. is launching a North American spin‑off with a primary listing on the New York Stock Exchange and a secondary listing on the Toronto Stock Exchange. Last year Teck Resources agreed to merge with Anglo American, moving the...
This TSX Stock Is up 43% in April and Price Target Hikes Are Rolling as Analyst Calls Out 'Unwarranted' Discount...
TFI International Inc. (TSX:TFII) surged 43% since late March after Q1 earnings beat estimates and Q2 guidance exceeded expectations. Analysts from Bank of America, Citi, TD Cowen and CIBC lifted price targets, with TD Cowen raising its target to C$209 (≈$152 USD) and...
Forecasts Are Generally of No Use when It Comes to Achieving Better than Average Investment Results
Financial columnist Noah Solomon argues that, despite occasional accurate predictions, forecasts rarely add value for investors. He explains that consensus forecasts are right most of the time, so only non‑consensus predictions that also happen to be correct can generate outperformance,...
Should You Act on These Investing Rules of Thumb?
The article critiques common investing adages, testing them against today’s volatile market marked by geopolitical tensions, inflation and record equity highs. It argues that selling after a 100% gain often forfeits larger upside, especially in mega‑caps like Nvidia, and warns...
The Illusion of Diversification: Most Canadian Portfolios Are Far More Concentrated than They Appear and That's Not Good
The article warns that many Canadian investors mistake label‑based diversification for true risk spreading. A 2022 market shock showed the classic 60/40 stock‑bond mix can fail when equities and bonds fall together. Typical Canadian portfolios start with a domestic equity...
'Bullish on the Fundamentals,' Analysts See 17% Upside to This TSX Stock
Bombardier Inc.'s shares have fallen 15% since mid‑April, trading around $237.50 CAD (≈$176 USD), which TD Cowen sees as a buying opportunity. The firm maintains a $275 CAD (≈$204 USD) price target, implying roughly 17% upside, and a hold rating ahead of its April 30...
This TSX Stock Rebounds From 'Excessive' Negative Sentiment as Analyst Prices in 22% Upside
Rogers Communications (Rogers) stock rebounded to $49.26 CAD after TD Cowen raised its price target to $60 CAD (≈$44 USD) and upgraded to buy, citing undervalued sports‑asset stakes and debt‑reduction progress. Desjardins also lifted its target to $59 CAD, noting lower capital spending. Enbridge shares...
Thanks to Government Policy, Your 60/40 Portfolio May Not Cut It Under Stress
Canadian government bond yields remain low at roughly 3.4% despite mounting fiscal deficits, climate‑tax initiatives and regulatory burdens that mirror the United Kingdom’s recent policy path. In the UK, 10‑year gilt yields have risen to about 4.9%, a level that...
How to Invest when Markets Are Reacting Irrationally to a War, Oil Shocks and Major Uncertainty
Despite the ongoing Iran war and a sharp oil price shock, the S&P 500 is up roughly 2% year‑to‑date, showing unexpected market resilience. The article outlines five strategies for navigating this volatility: recognizing that sentiment currently outweighs fundamentals, maintaining diversification...
Three Compelling Reasons for Investors to Consider Private Assets
Retail investors typically lack exposure to private assets, often holding less than 10% of their portfolios, while pension funds allocate roughly half of their assets to private offerings. Private assets can enhance diversification because they exhibit lower correlation with public...
Here’s How Investors Can Position Themselves in the Face of Head-Spinning Swings in Oil Prices
Oil markets have swung wildly since the Middle East conflict escalated, with prices spiking after the Strait of Hormuz shutdown and falling sharply on cease‑fire rumors. Investors who chased the rally as a one‑way trade suffered rapid drawdowns, while those...
This TSX Oilsands Major Could Jump as Much as 20% on the Iran War and Strait of Hormuz Crisis, Analyst...
Imperial Oil Ltd. (IMO:TSX) closed at C$178.93, well above the Bloomberg 12‑month consensus target of C$139.71. UBS Global Research raised its price target to C$206, citing stronger refining margins and a Q1 capital spend of C$475 million (≈US$351 million). National Bank of...