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The Globe and Mail offers the most authoritative news in Canada, featuring national and international news
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News
Ottawa awards first drone contracts worth up to $50-million through new marketplace
1+ day, 11+ hour ago (1089+ words) Prime Minister Mark Carney and Ukraine's President Volodymyr Zelensky visit the Southern Alberta Institute of Technology in Calgary on Thursday.Ahmed Zakot/Reuters Ottawa has awarded the first contracts worth up to $50-million to Canadian companies through its new drone…...
Wednesday’s analyst upgrades and downgrades
4+ day, 40+ min ago (1043+ words) Citi analyst Paul Lejuez thinks the near-term risk/reward proposition for Lululemon Athletica Inc. (LULU-Q) “looks slightly more favorable” following an 18-per-cent drop in its share price since the release of its quarterly results on Sept. 3, and he believes the…...
Forget AMD: This AI Hardware Stock Is the Smarter Bet Right Now
4+ day, 21+ hour ago (487+ words) The custom chipmaker is a genius buy at these levels. Broadcom forecasts strong growth in 2027 and 2028. Advanced Micro Devices(NASDAQ: AMD) has had a great year, rising more than 120% so far. However, it has gotten a bit hot. AMD's valuation…...
The AI Memory Stock That Could Outshine the Obvious Picks
5+ day, 13+ hour ago (476+ words) Silicon Motion Technology creates NAND flash controllers, which are a critical component of the memory boom. It counts Micron, Sandisk, and others as its top customers. The company is posting substantial growth rates and has positioned itself well for the…...
ASML vs. Taiwan Semiconductor: Which Semiconductor Monopoly Is the Safer Investment?
1+ week, 16+ hour ago (478+ words) TSMC's production capacity is unmatched by its competitors. In the chip world, there's really only one monopoly: ASML Holding (NASDAQ: ASML). ASML makes a machine that no one else in the world has the technology to make, and it's vital…...
With gold on the rise, jewellery collectors are weighing the value of their pieces
1+ week, 4+ day ago (726+ words) The value of gold, platinum and silver have all drastically increased, leading Canadian jewellery collectors to re-evaluate whether they buy, sell or remodel their pieces.Nic Hotchkiss/The Globe and Mail There’s a new gold rush in Canada, but it’s…...
Broadcom or AMD? Here's Why the Market Is Pricing the Same AI Boom So Differently Across 2 Chip Stocks.
1+ week, 6+ day ago (511+ words) Broadcom is the steadier AI infrastructure play, benefiting from its custom chip design business, networking products, and long-term commitments from hyperscaler clients. AMD offers greater upside potential as it challenges Nvidia in the AI accelerator market, but it carries more…...
TSMC vs. ASML: Which Semiconductor Giant Is the Better Stock Buy?
2+ week, 21+ hour ago (425+ words) ASML's stock gets a valuation boost due to its technology. Both of these companies have seen their stocks skyrocket over the past few years, but with the AI build-out projected to last for several more years, they have more upside…...
The Market Has Priced Intel Anywhere Between $24 and $142 in the Past 12 Months
2+ week, 4+ day ago (488+ words) Intel has traded as low as $23.68 and as high as $142.35 over the past year, and shares now sit near the middle of that range. Intel's revenue grew 25% year over year last quarter, its fastest rate since 2011. Intel Foundry grew 31% in…...
SpaceX Is Building a $16.8 Billion Chip Fab in Texas. Is This a Genius Move or a Red Flag For Investors?
2+ week, 4+ day ago (273+ words) SpaceX, Tesla, and Intel recently broke ground on the Terafab. It’s a costly project, but it will provide SpaceX and Tesla with a steady supply of chips. SpaceX(NASDAQ: SPCX), Tesla(NASDAQ: TSLA), and Intel (NASDAQ: INTC) recently broke ground…...