Opinion

Are we in an AI bubble, or is the boom just getting started? This week on Ticker Take, we put that question to Gil Luria, Head of Technology Research at D.A. Davidson.

Government bond investors had a huge tailwind from 1981 to 2020 as long term government bond yields maintained an overall downward trend across four decades.

Corporate earnings remain a powerful support for equities, but the bar for companies is getting higher. Resurging oil prices and elevated bond yields have brought inflation, valuations, and central-bank policy back into sharper focus, while strong earnings expectations leave less room for disappointment.

Back-to-school brings mixed feelings for young parents across the country but none are likely how much their child’s education will cost after they graduate high school.

Michael Burry made his name betting against Wall Street. Now, he’s betting against Silicon Valley, sparking a hot debate over whether we’re in an AI bubble.

Investors do not like uncertainty and the stock market tends to perform poorly when uncertainty is high and increasing. Uncertainty is just around the corner, as the U.S. midterm elections take place on Tuesday November 3, 2026.

Last week’s Nvidia results were extraordinary even by AI standards. The company reported quarterly revenue of US$96.2 billion, up 106 per cent from a year earlier, while its data-centre business grew 117 per cent.

When we think about investment implications originating from the middle east, we think about world oil prices and inflationary implications. Over the life of the IRGC, 9-11, and terrorism in the past 40 years, we can see that oil prices have a very high correlation with US CPI.

Of all the quotable quotes from Prime Minister Mark Carney following the break down of trade negotiations with the United States, it’s what he didn’t say that should resonate with Canadian households.

After a period of significant outperformance, Canadian banks are showing signs of weakness, raising questions about whether there is more room for bank stocks to climb.

This week on Ticker Take, we spoke with Markus Hansen, a portfolio manager at the global money manager Vontobel. He invests in the world’s most exclusive brands for a living.

September has historically been a challenging month for investors, earning a reputation as one of the market’s weakest periods

As confidence in the United States as a reliable economic partner continues to erode, we should expect calls for Canada to strengthen its AI and data sovereignty to grow louder, writes contributor Morgan McLellan, co-founder and managing partner of Sovereign, a strategic, financial and crisis communications advisory firm.

In this episode of Ticker Take, Erlichman talks to Bruce Campbell, portfolio manager at StoneCastle Investment Management, about spotting future winning stocks long before the crowd move in.

Of the 311,000 active registered disability savings plans (RDSP) started since the program’s inception in 2008, $3.3 billion in contributions have been matched by Ottawa with $5.1 billion in grants and $2.1 billion in bonds.