imaginima/E+ via Getty Images As we move into the second half of the quarter, b elow is a list of large cap energy stocks ranked based on their RSI, from lowest to highest. The list is topped by Venture Global ( VG ) and Antero Resources ( AR ), both sharing the lowest RSI of 48. Halliburton ( HAL ) and Occidental Petroleum ( OXY ) follow, with RSIs of 54 and 56 respectively. Valero Energy ( VLO ), EQT Corporation ( EQT ), and SLB N.V. ( SLB ) round out the top seven, each maintaining an RSI of 58. All stocks on this list have RSI readings below 60. The Relative Strength Index ( RSI ) is a momentum oscillator that measures the velocity and magnitude of price changes, plotting them on a scale from 0 to 100. RSI compares the magnitude of recent gains to recent losses over a chosen lookback period, typically 14 days. RSI readings of 70 or above are generally considered a signal that a stock may be overbought and potentially poised for a pullback. Here is the list: Venture Global, Inc. ( VG ), RSI: 48 Antero Resources Corporation ( AR ), RSI: 48 Halliburton Company ( HAL ), RSI: 54 Occidental Petroleum Corporation ( OXY ), RSI: 56 Valero Energy Corporation ( VLO ), RSI: 58 EQT Corporation ( EQT ), RSI: 58 SLB N.V. ( SLB ), RSI: 58 Energy ETFs : ( XLE ), ( AMLP ), ( VDE ), ( XOP ), ( OIH ), and ( IXC ) More on energy stocks AMLP: Attractive 8% Dividend Yield But With Limited Price Appreciation The Great Commoditization: How To Invest In A Post-AI World IXC: Hold As Energy Breadth Peaks Top 10 mid-cap energy stocks ranked based on their lowest RSI Crude oil and precious metals jump as U.S.-Iran tensions rise, Russia-Ukraine talks break down

Oil prices surge as the US and Iran edge towards an outright war.

Jim Cramer Believes Advanced Micro Devices (AMD) Stock Being Down Isn’t Indicative of Performance Insider Monkey

格隆汇2月19日｜英国首相斯塔默正在敦促财政部加快增加英国国防开支的计划，此前军方高层说服他，需要采取更迅速的行动来重振该国已被掏空的武装力量。据知情人士透露，首相办公室和国防部认为，需要在目前承诺的到2027年国防开支占经济产出2.6%的基础上进一步增加支出，以填补国防预算缺口，并在应对日益增长的威胁方面推行更可靠的战略。目前，财政大臣里夫斯似乎对改变时间表的提议持抵制态度，坚称任何关于进一步增加开支的决定都必须在2027年做出。

Without AI you will be a ‘weaker and poorer nation’, warns former UK chancellor two months into job at US firm The former chancellor George Osborne has warned that countries that do not embrace the kind of powerful AI systems made by his new employer, OpenAI, risked “Fomo” and could be left weaker and poorer. Osborne, who is two months into a job as head of the $500bn San Francisco AI company’s “for countries” programme, told leaders gathered for the AI Impact summit in Delhi: “Don’t be left behind.” He warned that without AI rollouts they could end up with a workforce “less willing to stay put” because they might want to seek AI-enabled fortunes elsewhere. Continue reading...

Jim Cramer Linked NVIDIA (NVDA) & Computer Storage Stocks Insider Monkey

Amazon Gains on Morgan Stanley Rating

iQoncept/iStock via Getty Images This monthly article series offers a top-down analysis of the GICS Industrials sector based on value, quality, and momentum metrics. It may also help to analyze sector ETFs such as the Industrial Select Sector SPDR ETF ( XLI ), whose largest holdings are used to calculate these metrics. This article focuses on an alternative with international diversification: iShares Global Industrials ETF ( EXI ). Shortcut The next two paragraphs in italics describe the dashboard methodology. They are necessary for new readers to understand the metrics. If you are used to this series or if you are short of time, you can skip them and go to the charts. Base Metrics I calculate the median value of five fundamental ratios for each subsector : Earnings Yield ("EY"), Sales Yield ("SY"), Free Cash Flow Yield ("FY"), Return on Equity ("ROE"), and Gross Margin ("GM"). The reference universe includes large companies in the U.S. stock market. The five base metrics are calculated on the trailing 12 months. For all of them, higher is better. EY, SY, and FY are medians of the inverse of Price/Earnings, Price/Sales and Price/Free Cash Flow. They are better for statistical studies than price-to-something ratios, which are unusable or non-available when the "something" is close to zero or negative (for example, companies with negative earnings). I also look at two momentum metrics for each group: the median monthly return (RetM) and the median annual return (RetY). I prefer medians to averages because a median splits a set into a good half and a bad half. A capital-weighted average is skewed by extreme values and the largest companies. My metrics are designed for stock-picking rather than index investing. Value and Quality Scores I calculate historical baselines for all metrics. They are noted respectively as EYh, SYh, FYh, ROEh, and GMh, and they are calculated as the averages on a look-back period of 11 years. For example, the value of EYh for transportation in ...

Prediction: This Artificial Intelligence (AI) Stock Will Be Worth $1 Trillion by the End of 2026 AOL.com

Earnings Call Insights: TPG RE Finance Trust (TRTX) Q4 2025 Management View CEO Doug Bouquard reported, "2025 was an important turning point for TRTX. We closed $1.9 billion of new investments, drove 25% year-over-year growth in earning assets and generated distributable earnings of $0.97 per share, which outearned our dividend for the year." He noted, "we were able to achieve this while maintaining stable risk ratings, further diversifying our liability structure and ending the year with a 100% performing loan portfolio." Bouquard highlighted a significant portfolio shift: "at the beginning of 2022, 30% of our balance sheet was exposed to multifamily and industrial collateral, whereas today, we have increased our combined exposure to those sectors to over 72%." He cited the closing of $927 million of new loans in Q4, with 62% multifamily and 38% industrial collateral, and emphasized, "over 90% of our new originations were with repeat borrowers." The CEO outlined ongoing strategies: "we plan to continue to pull the many levers for growth at our disposal, which include continued net asset growth through prudent investment and risk management, increasing our leverage ratio towards our target of full investment and utilizing untapped liquidity." Brandon Fox, Chief Accounting Officer & Interim CFO, stated, "For the fourth quarter of 2025, TRTX reported GAAP net income of $0.2 million. Distributable earnings for the quarter was $18.5 million or $0.24 per common share." He added, "Book value per common share decreased quarter-over-quarter to $11.07 from $11.25." Outlook Bouquard expressed a positive near-term view: "the combination of increased dry powder, a 10-year treasury hovering just above 4% and favorable real estate fundamentals should be drivers of continued growth and investment activity for TRTX." He commented on origination trends: "our pipeline is incredibly robust. We are seeing a lot of activity really across all property types, all regions, a number of our ...

Earnings Call Insights: Constellium SE (CSTM) Q4 2025 Management View CEO Ingrid Joerg highlighted an 11% increase in shipments to 365,000 tons and a 28% rise in revenue to $2.2 billion for the quarter, citing "higher shipments in each of our operating segments" and improved revenue per ton, including higher metal prices. Joerg underscored a net income of $113 million for the quarter, a turnaround from a net loss of $47 million in the previous year, attributing this to "higher gross profit in the quarter versus last year." Adjusted EBITDA climbed to $280 million, including a noncash metal price lag benefit of $67 million. Excluding this, adjusted EBITDA reached $213 million, described as "a new fourth quarter record for us and is up 113% versus the $100 million in the fourth quarter last year." Free cash flow was reported at $110 million for the quarter, with $40 million returned to shareholders through share repurchases. For the full year, shipments increased 4% to 1.5 million tons, revenue grew 15% to $8.4 billion, and net income reached $275 million. The company repurchased 8.9 million shares for $115 million and reduced leverage to 2.5x by year-end. Joerg stated, "We delivered strong execution and demonstrated our ability to control costs throughout the year in 2025, and we believe we are well positioned heading into 2026 to capitalize on market opportunities as they arise." CFO Jack Guo reported that the A&T segment saw adjusted EBITDA rise to $83 million, up 43% year-over-year, driven by "higher TID shipments," which increased 41%. The PARP segment achieved a quarterly record with adjusted EBITDA of $136 million (up 143%), led by 15% growth in packaging shipments. AS&I segment adjusted EBITDA reached $5 million, up $1 million, with industrial shipments rising 33% but automotive shipments declining 10%. Guo added, "We are pleased today to announce our next group-wide excellence program, which we're calling Vision 2028. This program will target both operational ...

Earnings Call Insights: Bausch + Lomb Corporation (BLCO) Q4 2025 Management View CEO Brenton L. Saunders highlighted record performance in Q4, stating, "In the fourth quarter, we didn't just grow. We grew smarter and faster than the market. When you see 7% constant currency revenue growth and 27% adjusted EBITDA growth, that's real operating leverage and a clear sign of our commitment to financial excellence." Saunders emphasized operational discipline, improved cost structure, and execution across business lines, noting, "$1.4 billion in revenue and $330 million adjusted EBITDA are a high watermark for our company." He pointed to the dry eye portfolio expansion as a key driver, with Miebo generating $112 million in Q4 revenue and showing a turn toward profitability as it exits the launch phase. Saunders confirmed continued focus on margin improvement and highlighted pipeline progress: "PreserVision AREDS3 started to ship on February 2, and Blink Triple Care preservative-free is expected to ship on March 1. CE mark submission for seeLYRA, our next-generation femtosecond laser is expected to take place next week." CFO Osama Eldessouky stated, "We delivered the highest revenue and the highest adjusted EBITDA in the history of Bausch + Lomb. We also delivered an adjusted EBITDA margin of 23.5%, which is the highest level we have achieved as a stand-alone company since our IPO." President of Global Pharmaceuticals & International Consumer Andrew Stewart reported, "Miebo performance in 2025 was exceptional, with 113% year-over-year prescription growth that generated $316 million in revenue. We hit a significant milestone on January 2, crossing the 2 million prescription mark." Outlook Management set 2026 full year revenue guidance in the range of $5.375 billion to $5.475 billion, representing constant currency growth of 5% to 7%. Adjusted EBITDA guidance was set at $1 billion to $1.050 billion, reflecting a margin of approximately 19% at the midpoint and adjusted EBITDA ...

Earnings Call Insights: Moody's Corporation (MCO) Q4 2025 Management View Robert Fauber, President and CEO, highlighted "2025 was a record year for Moody's" with total revenue exceeding $7.7 billion, up 9% year-over-year. He noted the company achieved an adjusted operating margin of 51.1%, expanding by 300 basis points, and reported adjusted diluted EPS of $14.94, up 20% year-over-year. Fauber stated, "We finished the year with strong fourth quarter performance across both Ratings and Analytics and delivered robust growth and meaningful capital returns to shareholders." Fauber emphasized Moody's positioning in AI, stating, "We're scaling decision-grade contextual intelligence embedded directly into customer workflows across our platforms, third-party systems and AI-enabled interfaces." He added that private credit revenue in MIS grew nearly 60% in 2025 and the company rated $6.6 trillion of debt, an all-time high. On Moody's Analytics, Fauber noted, "Our strongest growth came from our largest strategic customers," which contributed over 30% of total MA net growth in Q4 and grew at twice the rate of the rest of the MA customer base. Recurring revenue grew 11% and represented 97% of fourth quarter revenue. Fauber detailed AI integration, with customers purchasing or upgrading to Gen AI or agentic solutions retained at a 97% rate and growing at twice the rate of the rest of the customer base. He described partnerships that embed Moody's solutions into platforms like Salesforce, ServiceNow, and Databricks. Noemie Heuland, Senior VP & CFO, stated, "The fourth quarter capped off an outstanding year across the board." She highlighted Moody's Analytics 9% revenue growth for 2025, with adjusted operating margin at 33.1%. She reported ARR reached $3.5 billion, up 8%, and described double-digit ARR growth in Decision Solutions and KYC, with 15% ARR growth at year-end. Outlook Heuland provided 2026 guidance: "Our 2026 adjusted diluted EPS guidance is $16.40 to $17, implying app...

Earnings Call Insights: JELD-WEN Holding, Inc. (JELD) Q4 2025 Management View CEO William Christensen began by acknowledging sustained challenges in the fourth quarter, emphasizing that "the macro environment remained very soft during the fourth quarter, consistent with what we expected coming into the period." He highlighted that JELD-WEN delivered results at the high end of expectations through "disciplined execution and sustained effort across the organization to manage through a difficult environment." Christensen stated that sales and adjusted EBITDA landed at the high end of guidance, driven by "top line performance and cost actions." He noted the reduction of full-time positions by approximately 14% or about 2,300 people in 2025 to structurally align with market realities. He also mentioned the completion of a sale-leaseback of the Coral Springs facility, yielding about $38 million in net proceeds to boost liquidity. Management remains focused on execution, cost discipline, and aligning the business with current market realities while improving service levels and rolling out a common manufacturing operating system across North America. CFO Samantha Stoddard reported, "Fourth quarter net revenue was $802 million, down 10% year-over-year from $896 million in the prior year. Core revenue declined 8%, driven primarily by lower volume. Mix was stable year-over-year following the shift towards lower-cost products we saw in 2024, and pricing was a slight positive." Outlook Christensen provided 2026 guidance, stating, "For the year, we expect net revenue in the range of $2.95 billion to $3.1 billion. Core revenue is expected to decline between 5% and 10%." Adjusted EBITDA is forecasted in the range of $100 million to $150 million, driven primarily by ongoing volume uncertainty. Operating cash flow is projected at approximately $40 million, with capital expenditures of about $100 million, resulting in a free cash flow use of approximately $60 million. The company does...

Earnings Call Insights: Dana Incorporated (DAN) Q4 2025 Management View R. McDonald, CEO, President & Chairman, announced, "Our final results for the fourth quarter came in higher than our preliminary estimates. So you can see here for the fourth quarter, our margins at 11.% were $10 million -- 40 basis points higher, $10 million higher than the announced -- preannouncement numbers." He emphasized, "We completed the sale of the Off-Highway business on January 1 and used the most of the proceeds to repay down debt." The CEO stated, "We had originally committed to a $200 million run rate. We upped that to $300 million, and we delivered $248 million in the year and a run rate of $325 million going into 2026." He confirmed a new capital return plan, stating, "We upped to $2 billion of share repurchase through 2030" and highlighted a 20% dividend increase to $0.12 per quarter. Byron Foster, Senior VP and incoming CEO, outlined market trends: "On the light truck side, we continue to see the light truck market holding steady, and our plan is built around really kind of flat volume year-over-year from 2025 levels." Foster added, "You can see a really dramatic increase in business pursuit activity...dominated by increasing EV activity. And then you can see here more recently how that trend has really pivoted and reversed itself from kind of 80% EV level activity to now really heavy mix towards our more traditional or ICE powertrain types of vehicles." Timothy Kraus, CFO, stated, "Sales were $1.867 billion, an increase of $93 million compared with last year." He noted, "Adjusted EBITDA for the quarter was $208 million, resulting in an 11.1% margin. That's a 640 basis points improvement over the prior year's fourth quarter." Kraus remarked, "We closed the Off-Highway divestiture on January 1 and began our delevering program in 2026. So this is not yet reflected in our 2025 results." Outlook Management guided, "We expect 2026 revenue to be approximately $7.5 billion, consistent...

Earnings Call Insights: USANA Health Sciences (USNA) Q4 2025 Management View Kevin Guest, CEO & Executive Chairman, announced his return to the CEO role, emphasizing, "As we sharpen our strategic focus and position the company for renewed and sustainable growth, I'm honored to return as Chief Executive Officer while continuing to serve as Chairman of the Board." Guest highlighted USANA's legacy strengths, stating, "Our core business has faced year-over-year sales declines, but we are seeing encouraging signs of stabilization as we take the right steps to return the business to growth." Guest detailed six strategic priorities: strengthening global brand positioning, enhancing customer and partner experience, reinvigorating sales momentum, advancing product innovation, improving operational efficiencies, and executing with accountability throughout the business. The CEO laid out the fiscal 2026 operating strategy, including expansion of omnichannel reach, product launches, technology modernization, Hiya's direct-to-consumer and retail growth, and scaling Rise Wellness performance, particularly with Protein Pop's distribution at major retailers. Guest noted, "Our consolidated net sales outlook for fiscal 2026 is for growth of 4% at the midpoint, reflecting confidence in our strategy and our ability to execute." CFO G. Hekking stated, "We're expecting net sales growth at the midpoint of about 4%. The sales growth is being driven by our venture companies, Rise Wellness and Hiya." Hekking also explained inventory growth, saying, "Inventories increased $35 million or 48% to $107 million at the end of fiscal '25. Approximately 80% of the year-over-year increase was driven by initiatives to support the significant growth opportunities at Rise Wellness and Hiya." Hekking provided tax guidance, stating, "Our effective tax rate guidance for fiscal 2026 is expected to range between 55% and 60%. The primary challenge we continue to face is a geographic misalignment between revenu...

Earnings Call Insights: Element Solutions Inc (ESI) Q4 2025 Management View CEO Benjamin Gliklich reported, “Element Solutions had another record year in 2025. We executed our model, marrying operational excellence and prudent capital allocation to deliver record results while accelerating investment in future growth.” He highlighted 10% organic revenue growth in the Electronics business, driven by demand from data center and high-performance computing markets, and noted the divestiture of the Graphics business in the first quarter. Gliklich emphasized the company’s acquisitions: “We announced the acquisitions of both Micromax and EFC Gases & Advanced Materials in the fourth quarter and closed them both in early 2026.” Gliklich described Micromax as “a global leader in advanced electronics inks and pastes as well as low-temperature ceramic materials essential for the most demanding electronics applications.” He stated EFC “provides high-purity specialty gases and advanced materials that are essential for certain high-value, high cost of failure applications requiring stringent purity and performance standards.” CFO Carey Dorman stated, “Net sales increased 10% organically, led by high-end electronics growth, primarily from AI and data center investments. Electronics segment organic growth was 13% with all 3 business verticals growing in the double digits.” Dorman also noted, “Adjusted EBITDA for the quarter was $136 million, up 8% year-over-year on a constant currency basis when excluding the impact of divestitures.” Outlook Gliklich shared, “Looking ahead to 2026, we expect market conditions to largely resemble late 2025 with continued strength in high-performance computing and leading-edge electronics and slower industrial markets.” He projected 2026 adjusted EBITDA guidance of $650 million to $670 million, “inclusive of the expected contributions from the EFC and Micromax acquisitions and assuming current FX rates and metal prices.” Management expects “adjusted E...

Jim Cramer Linked Broadcom (AVGO) & Computer Storage Stocks Finviz

Robert Way Nvidia's ( NVDA ) multi-year deal with Meta Platforms ( META ) - announced on Tuesday—is being considered a “positive catalyst” for the chip giant and could get the stock moving higher, Needham said. "While specifics of the deal are still unknown (value, power, etc.), we view this announcement as another positive catalyst for NVDA into 2026 and beyond, reaffirming that hyperscaler propensity to spend on AI infrastructure remains strong and NVIDIA will be a primary beneficiary," Needham analyst N. Quinn Bolton wrote in a note to clients. Bolton has a Buy rating and $240 price target on Nvidia shares. Delving deeper, Bolton said Nvidia is likely to remain the biggest growth engine of the data center market, given the explosion in hyperscaler spending needs. "We expect the competitive dynamics in the data center market can exert pressure on the company's long- term positioning; however, we believe several industries will transition to AI-based systems faster than before," Bolton added. As part of the deal, Meta said it will increase its usage of Nvidia's Grace CPUs in its data centers. The collaboration represents the first large-scale NVIDIA Grace-only deployment, Nvidia added. The two tech giants are also working on the eventual deployment of Nvidia's upcoming Vera CPUs, which may be deployed at scale next year. Meta will use Nvidia's GB300 systems in its data centers and use Nvidia's cloud partner deployments to simplify its operations. The Facebook parent also will use more of Nvidia's Spectrum-X Ethernet to boost network efficiency and throughput. Lastly, Meta has adopted Nvidia's Confidential Computing for WhatsApp, which allows for increased AI capabilities while protecting user privacy at the same time. More on Nvidia and Meta Nvidia Q4: Why Even A Record 'Beat' Could Sink The Stock Meta Platforms: Why Strong Money Loves It Nvidia And The Architecture Of The Technological Dollar BofA breaks down performance metrics for top social media platforms Tudo...

After 32 years of working in the UK, Prof Carine Ronsmans will now be required to pay £589 to return there after visiting her native Belgium. Plus letters from Michael Bulley , Reini Schühle, Dr Michael Paraskos and Dr Peter R King The new border controls being introduced for dual nationals create anomalies that will surprise no one who has followed recent Home Office policy changes ( Dual nationals to be denied entry to UK from 25 February unless they have British passport, 13 February ). At worst they are cruel; at best they are exploitative money-making exercises, unthought out, or the bureaucratic consequence of the introduction of digitisation. I, a Belgian citizen, have worked in the UK for 32 years. My “settled status” now allows me to travel freely between the UK and Belgium using my EU passport. A few years ago, I applied for British citizenship because I was uncertain whether my “entitlement” to live and work in the UK would be maintained after Brexit, and because I wanted to vote in the UK. I have not yet applied for a British passport because I would have to submit my Belgian one for an unknown length of time, which might prevent me from visiting my ailing 96-year-old father in Brussels. Continue reading...

Prof Eric Jauniaux explains the causes of placenta previa and placenta accreta spectrum I am the lead developer of the Royal College of Gynaecologists’ Green-top guidelines on placenta previa and placenta accreta spectrum (PAS), referenced in your article ( Campaign urges NHS to improve diagnosis of potentially life-threatening childbirth condition, 18 February ). I also have personal experience of placental delivery complications, as when my son was born, his placenta got stuck inside the womb of his mother after his birth (placental retention). Placental retention is due to the premature closure of the cervix after the birth of the baby, and is a leading cause of uterine atony and postpartum haemorrhage, affecting around one in 100 births. Continue reading...

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The government’s curriculum review needs to be bold and cut what’s not working for young people, says Myles McGinley . Plus a letter from Prof Michael Bassey The emerging evidence on exams and mental health is alarming ( More exam stress at 15 linked to higher risk of depression as young adult – study, 12 February ). Exams are the fairest and most reliable way to assess what students know and can do. They provide a sense of achievement and can help to build resilience. But something is out of sync. Young people face too many GCSE exams over too short a period. As the Cambridge OCR exam board has shown , England’s 16-year-olds spend longer in exam halls than almost any of their international peers. Last year, the government committed to a 10% reduction in exam time. It’s a step in the right direction, when we need a leap. Continue reading...

These Stocks Are Today’s Movers: Nvidia, Palantir, Garmin, Global Payments, Palo Alto, Moderna, Caesars, and More Barron's

Readers respond to an article by Frances Ryan on whether it is ethical to use social media apps, given they can be rife with toxic rhetoric Frances Ryan is right to point out the dangers of social media apps ( Given the toxicity of social media, a moral question now faces all of us: is it still ethical to use it?, 14 February ), but she also acknowledges how beneficial they can be. In my early days on Bluesky, I began questioning why I was spending time building a following. I wanted to promote my books because I believed that they had the potential to help many people, but book sales didn’t actually increase. Still, I continued. I posted Arwa Mahdawi’s powerful column about the Save Act . I was able to let countless people know for the first time how dangerous this law would be. Then a researcher friend told me that he was having trouble getting people to complete a survey on gender-affirming care. With the help of others on the platform, we were able to get many participants for him. Continue reading...

A British artificial intelligence (AI) researcher is in talks to raise $1bn (£740m) for his three-month-old start-up in what would be one of the biggest ever venture funding rounds in Europe.

Martin, jailed in 2000 for the killing of a burglar, leaves his estate to a former pub landlady.

primeimages/E+ via Getty Images Market Overview Despite ongoing uncertainty around global trade, Canadian equities continued to push higher through the fourth quarter. The S&P/TSX Composite Total Return Index (TRI) rose 6.3% and reached an all-time high. Market participation was solid with six of the 11 GICS sectors — energy, materials, consumer discretionary, consumer staples, financials and utilities — reaching new highs. The U.S. S&P 500 TRI gained 1.2% in Canadian dollar terms, lagging Canada over the quarter. Canada remains a highly concentrated market, with index performance heavily influenced by a small group of large constituents, particularly the major banks, Shopify ( SHOP ) and gold-related names. Ongoing U.S. tariffs continued to cloud the outlook for growth. The trajectory for economic activity will largely depend on both the scale and the duration of the dispute. The macro environment entering year-end reflected uneven momentum, leaving the equity backdrop supportive but not straightforward. Rates moved higher 25 basis points in Canada to 3.43% but remain below their October 2023 peaks. Monetary policy, however, tilted more constructive. The Bank of Canada reduced rates in the quarter and has now cut nine times this cycle, bringing its policy rate to 2.25%, a level intended to support housing activity and consumption. Exhibit 1: Strong Year for Canadian Equities Source: FactSet. In materials (+11.9%), surging commodity prices drove strong gains for gold producers, with additional support coming from solid performance in copper producers. Consumer discretionary (+11.0%) saw a strong rebound as trade-related uncertainties, including proposed tariffs and counter-tariffs, started to subside. Financials (+10.5%) outperformed as Canadian banks delivered strong quarterly results, supported by constructive capital markets activity (M&A/advisory, trading and underwriting) and an easing rate backdrop that helped underpin credit conditions. Real estate (-5.8%) un...

Key PointsOklo hopes to build small nuclear reactors to produce clean, affordable energy.