In this episode of The Canadian Investor Podcast, we break down Alphabet’s latest earnings and why investors are questioning the massive AI capex spending despite strong growth in Google Cloud. We also look at Celestica’s monster quarter, SK Hynix’s booming demand from AI memory, and Corning’s sharp selloff despite strong growth in its optical communications segment. From there, we discuss CN Rail and TFI International, two transportation names showing signs of improvement, before wrapping up with Coca-Cola and why it appears to be holding up better than Pepsi in a tougher consumer environment. Tickers discussed: GOOG, GOOGL, CLS.TO, SKM, CNR.TO, CP.TO, GLW, TFII.TO, KO, PEP, NVDA, AMD, AVGO, MU, META 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.

 The AI Trade Gets Tested as Freight Stocks Recover

The Canadian Investor

[SPEAKER_A] Investing is simple, but don't confuse that with thinking it's easy.

[SPEAKER_B] A stock is not just a ticker. At the end of the day, you have to remember that it's a business.

[SPEAKER_A] Just my reminder to people who own cyclicals, don't be surprised when there's a cycle.

[SPEAKER_B] If there's uncertainty in the markets, there's going to be some great opportunities for investors.

[SPEAKER_A] This has to be one of the biggest quarters I've seen from this company in quite some time.

[SPEAKER_B] Welcome to The Canadian Investor Podcast. I'm Simon Béranger. I'm back with Dan Kent. We have a jam-packed episode. We are in the middle of earnings season. We'll be starting off with Alphabet reporting a pretty monstrous quarter, some good, some not so good. We'll go over that. I know we did talk, Dan Foch and I, a little bit about it, but we'll be digging a bit deeper on what we saw during that quarter. You'll talk about Celestica, the Canadian darling that is benefiting greatly from the AI tailwinds. After that, we'll talk about SK Hynix, so the recent IPO on the US market through the ADR, so American Depositary Receipt, that recently IPO'd on the US markets. They came out with their first quarter since then, really strong quarter. We'll be talking about CN Rail and TFI International in the logistics space. And transportation, see how those are going. Also be talking about Corning. So one of the names that we picked for our custom indexing with Questrade, the partnership we have. So the TCI Podcast Index Hidden AI Winners. And then we'll also finish by talking, if we have enough time, Coca-Cola. Just have a quick look at how they compare to Pepsi, who has been struggling recently.

The AI Trade Gets Tested as Freight Stocks Recover

Read the full transcript

The candid version is on a podcast,
not the earnings call.

The AI Trade Gets Tested as Freight Stocks Recover

Read the full transcript

The candid version is on a podcast, not the earnings call.

The candid version is on a podcast,
not the earnings call.