Hot Picks

Talen Energy, Flex and MonotaRO offer exposure to data-centre power, infrastructure equipment and industrial growth.

Three tech stocks offer exposure to AI models, networking infrastructure and growing data storage demand.

Three health-care stocks could benefit as innovation, clearer regulation and increased dealmaking revive interest in the sector.

Constellation Software, SS&C Technologies and Thomson Reuters could benefit from specialized data, embedded systems and AI adoption.

McDonald’s, Dutch Bros and Chipotle pursue growth as restaurant chains respond to competition and changing consumer preferences.

Agnico Eagle, Alamos Gold and Aris Mining offer expanding production profiles as gold prices stabilize near record levels.

Walmart, Costco and Philip Morris offer defensive growth as consumers face higher costs and retailers navigate tariff uncertainty.

Oil prices, LNG disruptions and AI-driven power demand are reshaping opportunities across the energy sector.

Walmart, Costco and Richemont offer retail opportunities tied to value, technology, membership loyalty and resilient luxury spending.

Vikram Bagri discusses First Solar and Nextpower as solar stocks tied to tariffs, manufacturing and storage growth.

Four energy stocks offer exposure to oil, natural gas infrastructure and rising AI data centre power demand.

BNN Bloomberg spoke with Morningstar's David Swartz about retail stocks he says offer long-term value despite recent share price declines.

Tom Narayan discusses three automotive stocks benefiting from energy storage, luxury vehicles, safety technology and evolving U.S. trade policy.

Consumer staples are attracting renewed interest as investors look for global growth through Colgate-Palmolive, Coca-Cola and Keurig Dr Pepper.

AI infrastructure spending is expanding beyond chips, creating opportunities in data centres, power grids, transmission networks and electrical equipment.