The Macro Market Outlook: AI Spending, Inflation and Interest Rates
A 3–6 month outlook for U.S. and Canadian markets: three scenarios, the cash-flow test for AI, and the signals that could change our view.
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Quotes may be delayed. U.S. benchmarks marked CFD are index-linked contracts.
A 3–6 month outlook for U.S. and Canadian markets: three scenarios, the cash-flow test for AI, and the signals that could change our view.
Read the research →Nvidia, Amazon, Microsoft, Cameco and Constellation Software: a U.S.–Canada watchlist with dated analyst targets, valuation context and the risks behind the opportunity.
Read the research →Analyst Ratings (Canada) Canadian analyst sentiment for today was mixed, with stronger support for energy services, drilling and…
Analyst Ratings (USA) The October 26th analyst updates suggest a selective but mostly positive outlook, with upgrades across…
Analyst Ratings (USA) American analyst updates for Oct 23rd, suggest a selective outlook, with target increases across software,…
Analyst Ratings (Canada) The Canadian analyst outlook for Oct 23rd, was mainly positive, with broad target increases in…
Analyst Ratings (Canada) Canadian analyst sentiment remains cautiously optimistic, with energy emerging as the strongest sector, supported by…
Analyst Ratings (USA) American analyst sentiment remains cautiously optimistic but increasingly selective, with strong interest in utilities, power…
Precision Drilling (PD:CA) (PDS) TD Securities has recently upgraded Precision Drilling’s stock to a “Buy” rating from a…
Ensign Energy Services (ESI:CA) (ESVIF) TD Securities recently upgraded Ensign Energy Services’s stock to a “Buy” rating from…
BCE Inc. (BCE:CA) (BCE) Scotiabank recently maintained its “Outperform” rating on BCE’s stock, while lowering its 12 month…
Analyst Ratings (Canada) Canadian analysts remain cautiously optimistic today, with positive sentiment in energy, mining, and select growth…
Analyst Ratings (USA) Today’s analyst updates suggest a selective outlook, with strength in defence, pharmaceuticals and parts of…
Shopify Inc. (SHOP:CA) (SHOP) Shopify Inc. continues to receive positive analyst coverage as the Canadian e-commerce technology company…
Intel Corporation (INTC) Intel Corporation recently received an analyst upgrade that reflects improving sentiment toward the semiconductor manufacturer’s…
Canadian National Railway (CNR:CA) (CNI) Canadian National Railway Company faces a more cautious near-term investment outlook as analysts…
Analyst Ratings (USA) The overall U.S. analyst outlook remains cautious, with 107 price target reductions significantly outnumbering 51…
Analyst Ratings (Canada) Today’s Canadian analyst updates show a mixed outlook, with generally positive revisions across energy and…
Celestica Inc. (CLS:CA) Celestica Inc. continues to be seen as one of Canada’s leading artificial intelligence infrastructure investment…
Datadog Inc. (DDOG) Bernstein upgraded Datadog from Market Perform to Outperform and raised its 12-month price target to…
CoreWeave Inc. (CRWV) CoreWeave Inc. (CRWV) Goldman Sachs upgraded CoreWeave from Neutral to Buy while assigning a 12-month…
Analyst Ratings (USA) American analyst outlook currently reflects a selectively optimistic but increasingly cautious market outlook, with price…
Analyst Ratings (Canada) Canadian analyst outlook remains cautiously optimistic, with a particularly positive outlook for the energy sector…