Anthropic Eyes a $2 Trillion IPO While FICO & First Quantum Crash
In this episode of The Canadian Investor Podcast, Simon and Dan break down a packed week of market news, starting with the latest developments at the Cobre Panama mine and what an orderly closure could mean for First Quantum and Franco-Nevada. Pasted text
They also dig into the controversial acquisition of Slate Grocery REIT, including the timing of its distribution suspension just days before a takeover was announced. From there, they look at Oracle invoking force majeure on a massive AI data centre project and what growing power, permitting and infrastructure bottlenecks could mean for the broader AI buildout.
Finally, they discuss Anthropic’s potential $2 trillion IPO valuation, extended trading hours coming to Canadian markets, and why FICO’s long-standing regulatory moat is suddenly under serious pressure as VantageScore gains traction.
Stocks discussed: FM.TO, FNV.TO, SGR.UN.TO, BRX, ORCL, OWL, X.TO, FICO
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Braden’s twitter: @BradoCapital
Dan’s Twitter: @stocktrades_ca
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They also dig into the controversial acquisition of Slate Grocery REIT, including the timing of its distribution suspension just days before a takeover was announced. From there, they look at Oracle invoking force majeure on a massive AI data centre project and what growing power, permitting and infrastructure bottlenecks could mean for the broader AI buildout.
Finally, they discuss Anthropic’s potential $2 trillion IPO valuation, extended trading hours coming to Canadian markets, and why FICO’s long-standing regulatory moat is suddenly under serious pressure as VantageScore gains traction.
Stocks discussed: FM.TO, FNV.TO, SGR.UN.TO, BRX, ORCL, OWL, X.TO, FICO
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: @stocktrades_ca
Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast!
Apple Podcast - The Canadian Real Estate Investor
Spotify - The Canadian Real Estate Investor
Web player - The Canadian Real Estate Investor
Asset Allocation ETFs | BMO Global Asset Management
Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools.
Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.
See omnystudio.com/listener for privacy information.
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Read the full transcript
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