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AI Capex Hits A Tipping Point As Investors Demand More Corporate Discipline

Secondary offerings surged to a five-year high in Q2, as AI hyperscalers race to raise capital Despite strong earnings, investors are punishing heavy capex plans,...
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The Canary and the Consumer

But today we are going to talk about something equally exciting, the consumer and Canada. The global economy is in good shape, largely thanks...
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Mild Macro Data Sets up AI Tech Earnings and a Busy August Corporate Event...

Cooling inflation and resilient consumer spending have eased economic concerns, shifting Wall Street's focus squarely to earnings Big Tech results, beginning today (July 22) after...
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Financial Sector ETF (XLF): Cup (and Maybe Handle) Watch

The Financial Sector has been strong for the past 4 months, rallying back to test its 2026 high. This trading pattern has resulted in a...
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Retail Sector ETF (XRT) Trading Near Top Of Price Range

The performance of the Retail Sector is a nice barometer for the economy. And the Retail Sector ETF (XRT) is currently trading into important...
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Nvidia Stock (NVDA) Reaches Important Price Support

Nvidia is at the center of the semiconductor / AI movement. And as AI creeps into the scene, it's provided some added volatility as investors...
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Where Investors Can Still Find Dividend Growth in 2026

Tech capex and geopolitics have dominated the headlines this year, but opportunities emerge elsewhere Dividend growth investing could be hitting its stride amid shifting macro...
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Treasury Bonds ETF (TLT) Exhaustion Price Candle

Interest rates remain elevated as does the U.S. stock market. That said, higher interest rates translate to downside pressure on treasury bonds. I write this even...
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What Stock Splits Reveal About Corporations in First Half of 2026

The global equity arena remains divided with stark dispersion as macro and tech forces continue to separate market winners from losers Traditional split announcements have...

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