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Cipher Pharmaceuticals Inc. (CPH:CA) Q2 2026 Earnings Call Transcript
Underlying US inflation was subdued in July, likely easing pressure on the Federal Reserve to raise interest rates. Marta Norton, Chief Investment Strategist at Empower, reacts to the CPI data.
Constellation Software Inc. (CSU:CA) Q2 2026 Earnings Call Transcript
Despite a slightly cooler inflation report, showing the Consumer Price Index up 3.4% annually and core inflation at 2.5%, the Federal Reserve is still likely to raise interest rates in September. Analysts anticipate a quarter-point hike, driven by persistent inflationary pressures rather than solely the latest monthly data. Economists caution against over-interpreting single-month CPI figures due to their inherent variability and sampling methods. The Fed focuses on underlying inflation, often disregarding volatile factors like tariffs or energy price swings, especially amidst the Iran War. Committed to its 2% target, the Fed will likely tighten policy due to years of excessive inflation and moderate economic growth, with the upcoming August CPI report also influencing their final decision.
U.S. inflation slowed last month and a measure of underlying price pressures also cooled, suggesting higher oil and gas prices from the Iran war are only having a limited impact on broader costs in the economy.Consumer prices rose 3.4% in July from a year ago, down slightly from 3.5% in June, the Labor Department said Wednesday. But inflation is still higher than before the Iran war began in February, when it was 2.4%.
The U.S. budget deficit totaled $432.3 billion in July, the highest since March 2021. In addition to the single-month move, the year-to-date total for the government's fiscal year has now surpassed the same period in 2025.
Integra Resources Corp. (ITR:CA) Q2 2026 Earnings Call Transcript
Even at record levels, Nancy Tengler says the opportunity isn't over. She lays out the infrastructure and cybersecurity plays she's leaning into for the second half of 2026.
Descartes Systems Group remains a Buy, supported by strong revenue and earnings growth, robust free cash flow, and a clean, debt-free balance sheet. DSGX's forward EV/EBITDA multiple has compressed to 17x despite high-quality growth, making its valuation attractive relative to peers like Manhattan Associates. The company's sophisticated Gen AI strategy, capital-light model, and shareholder-friendly capital allocation reinforce its defensible moat and growth prospects.
Rising prices and a soft labor market give the Fed a pass on doing anything with rates. And that's absolutely fine with Wall Street.
Maple Leaf Foods Inc. (MFI:CA) Q2 2026 Earnings Call Transcript
Hydro One Limited (H:CA) Q2 2026 Earnings Call Transcript
Computer Modelling Group Ltd. (CMG:CA) Q1 2027 Earnings Call Transcript
Pason Systems Inc. (PSI:CA) Q2 2026 Earnings Call Transcript
Cybersecurity stocks surged post-Black Hat USA 2026, driven by AI-centric product launches from CRWD, PANW, RBRK, and NOW. AI adoption introduces new security risks—such as data poisoning and agentic AI vulnerabilities—expanding the cybersecurity total addressable market.
