Canada's New Sovereign Wealth Fund and Intel’s Stunning AI Quarter

About this episode

The episode discusses Canada's new sovereign wealth fund, recent economic indicators, and earnings reports from major companies in the context of AI and investment.

In this week’s news and earnings episode, Simon and Dan break down the Bank of Canada’s latest rate decision and what it signals for inflation, oil prices, and the Canadian economy. They also dive into the newly announced Canada Strong Fund, Canada’s proposed sovereign wealth fund, and discuss whether it’s smart policy or political branding. The guys also cover Shell’s blockbuster acquisition of ARC Resources, what it means for Canada’s natural gas sector, and why global capital may be starting to view Canada more favorably again. On the earnings side, they discuss Celestica’s AI-fueled growth, Intel’s surprising turnaround, and why demand for CPUs is rising again in the age of AI inference. Finally, they touch on TD’s sudden reversal on Canadian telecom ratings and what it says about sell-side analyst targets. Tickers of Stocks Discussed: CLS, INTC, SHEL, ARX, BCE, T, RCI.B, TU Subscribe to Our New Youtube Channel! Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter…

People in this episode

Hosts: Simon, Dan, Braden Dennis, Simon Belanger

Topics covered

• Canada's Sovereign Wealth Fund
• Bank of Canada Rate Decision
• AI in Technology
• Natural Gas Sector
• Earnings Reports
• Investment Strategies

Keywords

• Canada Strong Fund
• Bank of Canada
• AI growth
• Shell acquisition
• Intel earnings
• natural gas
• investment
• economic policy

Mentioned in this episode

Organizations: Bank of Canada, Canada Strong Fund, Shell, ARC Resources, Celestica, Intel, TD, BCE, RCI.B, TU

More episodes of The Canadian Investor

• Canadian Insider Trading Allegations & the IPO Mania Continues · June 11, 2026 · 53 min
• Are Canadian REITs Finally Cheap Enough to Buy? · June 8, 2026 · 51 min
• Canada’s Economy: Better Than Expected or Worse Than It Looks? · June 6, 2026 · 53 min
• Berkshire Bets on AI and Housing as Canadian Banks Keep Delivering · June 4, 2026 · 33 min
• 5 Canadian Stocks to Buy and Forget + Are CPP’s Returns Actually Bad? · June 1, 2026 · 57 min
• Braden Is Back to Talk AI, Jobs, Power Bottlenecks & Canada’s Future · May 30, 2026 · 40 min