TSX Outperforms S&P 500 as US Tech Weakness Shifts Cross-Border Momentum
The TSX outperformed the S&P 500 over the past month as technology weakness weighed on US equities, raising the case for Canadian value exposure.
Sovereign Wealth Fund Interest Raises the Stakes in GFL Environmental Bidding War
Reported sovereign wealth fund interest has lifted GFL Environmental, adding a new layer of competit…
Apple’s Ascension Labs Acquisition Signals a Faster Push Into Agentic AI
Apple’s reported Ascension Labs acquisition could accelerate its agentic AI roadmap and sharpen the …
Xponential Fitness Takeover Buzz Sends $XPOF Into Focus for Traders
Takeover speculation sent $XPOF higher, creating a momentum and risk-arbitrage setup—but no formal b…
LCI Industries Rejects Monomoy’s Unsolicited Takeover Proposal
LCI Industries’ board unanimously rejected Monomoy’s unsolicited, non-binding proposal, resetting ta…
Starboard Pushes Knife River to Lift Margins and Consider Strategic Alternatives
Starboard Value is pressing Knife River to improve margins and explore alternatives, creating a pote…
AI Capex Fears Pressure Tech Stocks, Yields and the Dollar
AI spending concerns pressured technology stocks while Treasury yields, gold and the US dollar also …
Steve Eisman Warns the AI Trade May Be Near a Tipping Point
Steve Eisman is becoming more conservative, warning that an AI crash could hurt the broader US marke…
Phillips 66’s Record Quarter Puts Refining Strength in Focus
Phillips 66’s record quarterly result highlights how refining strength can support downstream energy…
ADT Deal Confirms Private-Equity Appetite for Subscription Security Companies
ADT’s confirmed $15 billion take-private deal with Thrive Holdings moves the stock from rumor-driven…
Markets
- DoorDash’s $17 Billion Instacart Deal Puts Delivery Consolidation in Focus
- Wendy’s Shares Jump After Reported $1.4 Billion Trian Takeover Offer
- Valero’s 10/10 Technical Rating Puts Refining Breakout Trade on Watch
- Nucor’s $263.97 Breakout Trigger Puts Steel Momentum Trade in Focus
Economy
- Treasury Yield Retreat Shows How AI Fears Are Rippling Through Markets
- Jobless Claims Near 1960s Lows Put Fed Rate-Cut Expectations Under Pressure
- Canada’s 14.5% PPI Surge Lifts Bank of Canada Rate-Hike Odds to 80%
- Hot September CPI Sends Stocks Lower as Energy Costs Lift Yields and the Dollar
Analysis
- Celestica’s Tight 200-Day Base Puts TSX and NYSE Traders on Breakout Watch
- Tesla Merger Speculation Puts Valuation and Options Volatility in Focus
- KNSA Breakout Setup Carries Elevated Failure Risk Despite Strong Growth Momentum
- Cenovus Energy Breakout Setup Gains Fuel as Crude Oil Jumps $2
Earnings
- Frontier’s 71% Fare Increase Tests the Limits of Budget-Airline Pricing Power
- GE Vernova Raises Revenue Outlook Again as It Agrees to Buy Trench for $9 Billion
- Chipotle Options Traders Brace for a Volatile Earnings Move
- Robinhood's 12% Revenue Growth Shows Trading Diversification Beyond Crypto
Technology
- DOJ Review of Nvidia’s $12.9 Billion Hugging Face Deal Raises AI Antitrust Stakes
- Lumentum-MRVL Deal Talk Puts Optical Components Back in the Trading Spotlight
- What Oracle, Alphabet and Amazon Earnings Could Reveal About AI Debt Risk
- Analog Devices’ Breakout Setup Offers a High-Growth Alternative in Chips
IPO
- Tamarack Valley Energy and Headwater Exploration: A C$10 Billion Consolidation in the Canadian Oil Sector
- New Entrant XTEND AI Robotics Launches on NYSE: What Investors Should Know
- Bunker Hill Mining and Silver47: A New Era in US Silver and Critical Minerals
- Arbitrage Opportunities Arise from Francisco Partners' $7.40 Cash Offer for Weave Communications