About this episode

The episode discusses recent market news, focusing on Moderna's stock surge, Canadian Tire's performance, and various earnings reports including those from Home Depot and Air Canada.

In this episode of The Canadian Investor Podcast, we break down another busy week of market news and earnings. We start with Moderna, whose stock more than doubled after the company announced positive late-stage trial results for its personalized mRNA cancer therapy developed with Merck. We discuss why the news matters for Moderna, why Merck also benefited, and why biotech investing can be so volatile. We then look at Canadian Tire’s latest quarter, including the strength at SportChek and Mark’s, the stabilization in its financial services segment, and the upcoming Triangle Rewards partnership with Tim Hortons. From there, we discuss Home Depot and Lowe’s, what their results say about the housing and renovation market, and why elevated interest rates continue to weigh on big-ticket home improvement spending. We also revisit Constellation Software after its latest earnings, including organic growth concerns, record capital deployment, and why the company says AI has not materially disrupted its business so far. Finally, we cover Air Canada’s quarter, rising airline costs, CoreWeave’s explosive AI infrastructure growth and balance sheet risk, and…

People in this episode

Hosts: Braden Dennis, Simon Belanger

Topics covered

• market news
• biotech investing
• financial services
• housing market
• AI infrastructure
• earnings reports

Keywords

• Moderna
• Merck
• Canadian Tire
• Home Depot
• CoreWeave
• AI
• earnings
• biotech
• housing market

Mentioned in this episode

Organizations: Moderna, Merck, Canadian Tire, SportChek, Mark’s, Triangle Rewards, Tim Hortons, Home Depot, Lowe’s, Constellation Software

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