Episode Details

In this episode of The Canadian Investor Podcast, Simon and Dan start with the Bank of Canada’s latest 25-basis-point rate hike and discuss why sticky inflation, energy costs and a weaker Canadian dollar could be complicating the outlook for rates. 

They then turn to the Anthropic S-1, where revenue growth has exploded and compute costs have fallen dramatically relative to sales ahead of what could become one of the largest IPOs ever. They also look at Alimentation Couche-Tard’s latest acquisition ambitions and whether its increasingly aggressive M&A strategy is a sign that organic growth is becoming harder to find. 

On the earnings side, Meta delivered another strong advertising quarter but is preparing to raise nearly $100 billion as AI spending surges and free cash flow turns negative. Microsoft is offering voluntary exit packages to tens of thousands of employees, while Celestica posted another monster quarter and raised its 2027 growth outlook dramatically. They finish with Coca-Cola and why it appears to be weathering the pressured consumer environment better than Pepsi. 

Stocks discussed: ATD.TO, META, NVDA, AMD, MSFT, CLS.TO, KO

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