Podcasts · The Canadian Investor
The AI Trade Gets Tested as Freight Stocks Recover
· 49 min · Episode 626
Episode The AI Trade Gets Tested as Freight Stocks Recover
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
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- https://podcasts.apple.com/ca/podcast/the-canadian-real-estate-investor/id1634197127
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- https://thecanadianinvestorpodcast.com/podcast/the-canadian-real-estate-investor
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