Market Outlook

U.S. payroll growth topped expectations in April as the labour market stabilized, while inflation and geopolitical risks remained in focus.

Strong Mag 7 earnings and AI gains continue supporting markets despite concerns over oil prices, geopolitics and consumer confidence.

AI investment and strong business spending are supporting U.S. stocks despite Iran tensions and rising consumer cost pressures.

Disney shares rose after earnings beat estimates as streaming margins improved and park bookings strengthened.

Markets rose on optimism around U.S.-Iran talks as investors weighed oil risks, energy stocks and sector opportunities.

Oil prices stabilized below US$100 as investors watched U.S.-Iran talks and reassessed U.S. Federal Reserve rate expectations.

Markets rally as easing Iran tensions, lower oil prices and renewed AI optimism boost equities and growth expectations.

Jay Bala says prolonged high oil prices could threaten AI market momentum as investors continue betting heavily on AI growth stocks.

Shiraz Ahmed discusses energy, healthcare and semiconductor stocks added to portfolios during volatile market conditions.

Jim Thorne says Canadian energy and mining producers are benefiting from global supply concerns and a stronger commodity cycle.

A new Canadian ETF gives investors exposure to the global space economy, including satellites, launch services, data and defence.

Palantir shares fall despite strong earnings as investors shift focus to AMD results and growing concerns in the bond market.

Strong earnings and AI investment are supporting equities, even as Middle East tensions and oil risks remain a concern for investors.

OPEC+ plans a modest output increase after the UAE exit, as Hormuz disruptions and geopolitical risks reshape global oil supply and pricing.

Oil prices may stay elevated due to supply tightness and geopolitical risk, boosting Canadian energy stocks, John Zechner says.