ASML Can’t Keep Up With Demand While CoreWeave Starts to Crack

ASML Can’t Keep Up With Demand While CoreWeav...

Up next

Where We’re Finding Value in an AI-Obsessed Market — With Braden Dennis

Braden Dennis returns to The Canadian Investor as Simon and Dan look beyond the handful of mega-cap stocks driving much of today’s market and ask a simple question: where can investors still find value? With more than 100 S&P 500 companies sitting in corrections despite strong he ...  Show more

Is the Economy Starting to Crack? Inflation, Housing & Consumer Stress

In this episode of The Canadian Macro Investor, Simon and Dan dig into growing stress beneath the AI infrastructure boom. CoreWeave’s debt is now trading at distressed yields as its borrowing costs surge, raising questions about how long heavily leveraged AI infrastructure compan ...  Show more

Recommended Episodes

Dividend Growth Stocks, BTC ETF Analysis, and Trump's Iowa Sweep: Insights from 'Money Moves' Podcast | Money Moves
Millionaire Mindcast

This episode of "Money Moves" focuses on stock market trends, real estate developments, and personal finance tips. The hosts, Matty A. and Ryan Breedwell, discuss recent Federal Reserve statements and their impact on bond yields and equities. They delve into the Bitcoin ETF an ...

  Show more

Fed Policy, Bitcoin Surge, and the Real Estate Reset | Money Moves
Millionaire Mindcast

In this week’s episode of Money Moves, Matty A. and Ryan Breedwell team up to unpack the most important headlines and market moves that real estate investors and wealth builders need to watch right now.They cover the Federal Reserve’s latest signals on interest rates, the ongoing ...  Show more

The Download: Checking in on Canadian banks
Podcasts from RBC Global Asset Management

This episode, Stu Kedwell, Co-Head, North American Equities, joins Dave to discuss Q1 earnings results of Canada’s top banks. Stu also takes a look at what’s in store for the financial sector, as broader economic recovery presses on. (Recorded February 24, 2021)To view the transc ...  Show more

How will the fed rate cuts financially impact investors?
Stocks in Translation

Listen and subscribe to Stocks In Translation on Apple Podcasts, Spotify, or wherever you find your favorite podcast. In this episode of Stocks in Translation, Guneet Dhingra, Head of US Rates Strategy at BNP Paribas, joins Senior Reporters Allie Canal and Brooke DiPalma to discu ...  Show more