Macroeconomic Trends

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Business

OR Royalties: A Buying Opportunity After Pullback, or a Sign of Overheating?

Shares of OR Royalties (TSX:OR) have retreated nearly 15% over the past week, prompting investors to reassess the valuation of the precious metals royalty company following its multi-year bull run. With the stock still up significantly year-over-year, we examine whether the dip presents a value entry or reflects justified concerns over its premium pricing.

Business

TSMC's Global Dominance and AI Boom Fuel Bullish Investment Thesis

Taiwan Semiconductor Manufacturing Company (TSMC) continues to solidify its position as the indispensable engine of the global tech industry. Driven by insatiable AI demand and strategic global expansion, the chipmaking titan's financial performance and long-term outlook are drawing intense investor scrutiny and bullish projections.

Business

DaVita Navigates Headwinds as Integrated Kidney Care Turns Profitable Ahead of Schedule

DaVita Inc. reported Q4 2025 results in line with expectations, highlighting a milestone first profitable year for its Integrated Kidney Care unit. While revenue per treatment accelerated, the company continues to face pressure from elevated patient mortality and rising benefit costs. Executives provided 2026 guidance projecting mid-single-digit operating income growth and a sharp rise in EPS, buoyed by share buybacks and the stabilization of prior investment losses.

Business

Crypto Exchange Stocks Tumble 60% Amid Trading Volume Collapse

Shares of major cryptocurrency exchanges have plummeted as much as 60% over the past quarter, mirroring a dramatic evaporation of trading activity on their platforms. Analysts are divided on whether this signals a market bottom or the start of a more severe downturn for the digital asset sector.