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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.
Though energy prices fell last month after their spring surge, other factors pushed up costs as the Fed considers raising interest rates.
Franco-Nevada Corporation (FNV:CA) Q2 2026 Earnings Call Transcript
New York wants Kalshi stopped. The CFTC is telling it to keep operating.
BlackBerry Limited (BB:CA) Presents at Canaccord Genuity's 46th Annual Growth Conference Transcript
Ship transits through Hormuz hit a five-day average of around 13 on Tuesday, near a three-month low, according to data from Kpler. Iran said Tuesday it will not agree to fully open the strait until the U.S. meets its demands.
Wednesday morning's CPI report is proof that broad inflationary pressures are easing, but while the Federal Reserve is likely to remain focused on inflation between now and the September meeting, last Friday's dismal nonfarm payrolls data means both sides of the dual mandate are back in play, according to economists at Natixis.Economists Christopher Hodge and Selin Aker wrote that last week's employment report casts the in-line CPI data in a different light.
AllianceBernstein strategist Inigo Fraser Jenkins says the era of using 10-year U.S. bonds as an easy way to diversify stock portfolios is over. Possible diversifiers: Base metals and energy.
William Lee of Global Economic Advisors, Marko Papic of BCA Research and Jeff Kilburg of KKM Financial discuss the AI capex boom, rising leverage risks and the outlook for Fed policy.
July CPI rose 0.1% M/M and 3.4% Y/Y, matching expectations but remaining above the Fed's 2% target. Core CPI increased 0.2% M/M, translating to a 2.5% annual rise, supporting a 'no-cut, no-hike' Fed stance.
Boyd Group Services Inc. (BYD:CA) Q2 2026 Earnings Call Transcript
Retail investors' access to information could take a hit at a time when they are more important than ever in financial markets.
Earnings and productivity improvements will continue to add muscle to the stock market, says Nancy Tengler. She explains how AI is creating an "economy in transition" that's causing some employment displacement but will ultimately lead to a stronger job market.
Westport Fuel Systems Inc. (WPRT:CA) Q2 2026 Earnings Call Transcript
