Economy

Big tech earnings week: AI’s moment of truth for record valuations

AI faces its ROI test, investors want profits, not just promises. Spending under scrutiny as massive AI capex must drive growth and margins.

Who benefits from policy change? How to spot the real winners before the crowd

A new regulation passes, a subsidy is announced, or a ban is proposed—and money floods into the most obvious “beneficiaries.”
The Market Online Video

From Global Tensions to Canadian Strength: Volatility, Commodities & Capital

Anna Serin and Bruce Campbell break down oil volatility, mining stock weakness and market warning signals shaping March 2026.
TSX edges lower as oil rises and Bitcoin slips. Meta faces a China AI block while partnering on space‑powered data centres, and Musk heads to court with OpenAI.

Market Open: Meta in the Spotlight as AI Battles and Courtroom Drama Collide | Apr 27th

Markets mixed as Intel jumps 20% on earnings and AI optimism builds. Cohere expands into Europe, DeepSeek upgrades its model, oil climbs and Bitcoin…
TSX slides as Big Tech earnings drive volatility. Amazon and Alphabet jump, Meta drops on capex fears, oil eases, gold rallies, and Bitcoin rises.

Market Open: Intel Soars on Earnings, AI Deals Drive Global Momentum | Apr 24th

Markets mixed as Intel jumps 20% on earnings and AI optimism builds. Cohere expands into Europe, DeepSeek upgrades its model, oil climbs and Bitcoin…
Markets surge after the S&P 500’s first close above 7,200. Reddit jumps on earnings, Apple beats estimates, Bombardier rallies, Bitcoin surges and oil pulls back.

Market Open: IBM Slides on Guidance, Tesla Pulls Back After Earnings | Apr 23rd

TSX rises as TSXV jumps. IBM slips on weak guidance, Tesla dips after a revenue miss and high capex, oil climbs, gold eases, and…
TSX slides as Big Tech earnings drive volatility. Amazon and Alphabet jump, Meta drops on capex fears, oil eases, gold rallies, and Bitcoin rises.

Market Open: Telecom Mega‑Merger Talk, RBC Loses Key U.S. Appeal | Apr 22nd

TSX drops as oil jumps over 5%. T‑Mobile and Deutsche Telekom weigh a mega‑merger, RBC loses a U.S. appeal, gold and Bitcoin rise.

3 stocks ready to benefit from Windsor‑Detroit auto corridor interdependence

The Windsor Detroit auto corridor highlights the challenge of once beneficial ties —production is deeply integrated.
Markets surge after the S&P 500’s first close above 7,200. Reddit jumps on earnings, Apple beats estimates, Bombardier rallies, Bitcoin surges and oil pulls back.

Market Open: Apple Slips on Tim Cook Exit, Amazon Jumps on Anthropic Bet | Apr 21st

TSX rises as Tesla rebounds ahead of earnings. Oil jumps on renewed Iran tensions, Agnico consolidates Finland assets, and B2Gold reports fire damage.

From geopolitics to profits: Why earnings season has reclaimed centre stage for investors

Investor focus has shifted from geopolitics to earnings, as markets look to corporate results and guidance for clarity.

Why is the stock market ignoring the war in Iran?

Markets ignore risks (war, inflation, debt) because decades of intervention condition investors to believe sell-offs always trigger rescue.