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| China debuted an overnight reverse repo facility at a rate below expectations, signaling a potential easing of monetary policy. | Positive | RBC | |
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| Apple is seeking US clearance to purchase memory chips from China's ChangXin Memory Technologies (CXMT). | Neutral | Morgan Stanley, CIBC | |
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| Meta Platforms is mulling raising equity to fund rising capital expenditures for AI development. | Neutral | Bloomberg | |
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| Wegovy Pill launch is tracking strongly, with potential for longer exclusivity in Canada via formulation patents. | Positive | TD | |
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| Reported its largest earnings beat in the last year driven by strong QNX development seat license sales, leading to a price target increase to $9.00 from $4.50. | Positive | RBC | |
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| Raised US potash prices by 3% to $395/ton following a successful summer fill program, tracking above Q3 forecasts. | Positive | CIBC | |
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| Iridium Communications agreed to be acquired by Rocket Lab for $54 per share in a cash-and-stock transaction valued at approximately $8 billion in enterprise value. | Positive | Morgan Stanley | |
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| Rocket Lab agreed to acquire Iridium Communications for $54 per share in a cash-and-stock transaction valued at approximately $8 billion in enterprise value. | Positive | Morgan Stanley | |
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| Comcast plans to spin off its media businesses, including NBCUniversal and Sky, into a new publicly traded company within a year. | Positive | Morgan Stanley, CIBC | |
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| Announced the sale of a 51% stake in Everllence to Bain Capital for approximately €7.4 billion, representing a premium to book value and an implied enterprise value of €10 billion. | Positive | RBC | |
| Volkswagen is considering laying off 100,000 workers (one in six) and ending production at four plants in Germany, representing one of the largest corporate layoffs of all time. | Negative | RBC | See image > |
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| Williams is linked to a potential $5.5 billion acquisition of Momentum Midstream, which would expand its gathering, processing, and transmission network in the Haynesville region. | Positive | CIBC | |
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| SK Group plans to build two new chipmaking plants as part of a massive $518 billion investment initiative to double DRAM production capacity in five years. | Positive | Bloomberg | |
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| Blackline Safety received final regulatory approval for its going-private transaction with Francisco Partners. | Positive | National Bank | |
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| Samsung plans to build two new chipmaking plants as part of a massive $518 billion investment initiative to double DRAM production capacity in five years. | Positive | Bloomberg | See image > |
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| D.C. Circuit ruled in favor of BHC/FDA, removing one overhang related to a generic Xifaxan entry before January 2028, while the Norwich II decision remains pending. | Positive | RBC | |
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| ISC received shareholder and court approval for its all-cash transaction with Plenary Americas. | Positive | National Bank | |
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| Lumvoa (veligrotug) was approved with a broad label and a differentiated edge on efficacy. | Positive | RBC | |
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| Acquisition of Kartos Therapeutics adds a Phase 3 Haemato-Oncology asset to its portfolio. | Positive | RBC | |
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| Received a Complete Response Letter (CRL) from the FDA for LNTH-2501 due to third-party manufacturing issues, with no clinical concerns raised. | Negative | TD | |
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| Political risk is fading as the 21st Century ROAD to Housing Act was passed by Congress and is expected to be delivered to the White House, starting the 10-day clock to become law. | Positive | BMO | |
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| Avante Corp partnered with Target Park to deploy its MAST security units across up to 700+ parking locations, representing a potential $21M ARR opportunity. | Positive | Beacon | |
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| Alphabet completed an $85 billion share sale, signaling a potential increase in capital expenditures for AI infrastructure. | Neutral | Bloomberg | |
| Imposed limits on Meta's use of Gemini AI models due to capacity constraints. | Negative | CIBC | |
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| Reportedly bidding for supplements maker Thorne in a deal that could fetch up to $4 billion. | Neutral | CIBC | |
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| Viridian's FDA approval of Lumvoa triggers a US$75 million milestone payment from DRI, entitling DRI to a tiered royalty on U.S. net sales. | Positive | National Bank | |
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| Dual contract wins (RCM, MELCO) are expected to add approximately $1 billion to MDA's backlog and boost its sovereign positioning. | Positive | Morgan Stanley | |
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| Management meetings reinforce confidence in its FY27 $5B datacenter target (mostly custom ASICs) and suggest the FY29 $15B target could be conservative. | Positive | TD | |
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| Management expects a Q2 rebound for Yorvi and a strong launch for Yuviwel, while expressing confidence in its $5B revenue target by 2030. | Positive | TD | |
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| Announced a colocation lease agreement for an AI data center site in Tydal, Norway, highlighting the ongoing transition of bitcoin miners into AI infrastructure providers. | Positive | Morgan Stanley | |
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| Uranium prices continue to strengthen with strong interest from sovereign buyers, while supportive US and Canadian policy initiatives for the Westinghouse AP1000 reactor design led to raising the 2028E EBITDA to $3.0B. | Positive | RBC | |
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| Successfully produced DR-quality iron ore from its Bloom Lake DRPF project within its C$500M budget, with the first commercial shipment scheduled for Q3 2026. | Positive | National Bank | |
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| Upgraded to Buy with PT raised to $58, driven by potential small refinery exemptions worth $18/share and business improvements. | Positive | TD | |
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| Dexterra's investor day outlined the 'Dexterra 2.0' strategy targeting $1.5B+ revenue and $160M+ EBITDA by 2028, supported by organic growth and the option to acquire PVC in Q3 2027. | Positive | Beacon | |
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| Phoenix Metals IPO order book is well oversubscribed with limited price sensitivity, with order books closing today at 4:00 PM ET. | Positive | National Bank | |
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| Won the majority of FCC Auction 113, bidding $3.2B out of the total $3.57B. | Positive | TD | |
| Verizon expects to record a loss of approximately $700 million to $800 million in the second quarter. | Negative | Morgan Stanley | |
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| Air Canada's maintenance and ground handling union rejected a tentative agreement with a 51% vote, returning parties to the bargaining table and renewing strike risks. | Negative | National Bank | |
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| Upgraded to Hold with PT raised to $39, as it recovers from operational downtime and is expected to generate $2B FCF through year-end. | Positive | TD | |
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| Won the most markets in FCC Auction 113, bidding $278M. | Positive | TD | |
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| Price target raised to $135 following a solid Capital Markets Day that featured an above-consensus guide and a significant share buyback program through 2029. | Positive | TD | |
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| Price target lowered to $37 following its Capital Markets Day, which highlighted higher production offset by increased capex, delaying FCF inflection to 2029. | Negative | TD | |
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| Evaluating potential entry into Alzheimer's and Cardiology markets, with strategic updates expected on the Q2 call. | Positive | TD | |
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| Five-year EARLY TAVR trial data reconfirmed the superiority of early intervention with TAVR compared to clinical surveillance in asymptomatic patients. | Positive | TD | |
| Released PROGRESS baseline data for moderate aortic stenosis, which could drive a potential 10% volume upside upon future indication expansion. | Positive | RBC | |
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| Early feasibility study results for the Encantor valve showed solid hemodynamic outcomes and a clean safety profile, potentially improving its TAVI franchise positioning. | Positive | TD | |
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| Identified as a top idea with management targeting $525 million in free cash flow through 2029 against a market cap of approximately $550 million. | Positive | RBC | |
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| Fitzroy Minerals expanded its Buen Retiro copper project drill program in Chile to 22,000m following strong shallow intercepts, including 59m at 1.73% Cu. | Positive | Beacon | See image > |
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| Entered into a settlement agreement with Vox Royalty Corp to terminate the gold offtake agreement at Granite Creek and Ruby Hill for approximately US$4.8 million in shares. | Positive | National Bank | |
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| Raised its 2026 production and financial outlook based on stronger-than-expected well performance and improved capital efficiency at its Tishomingo asset. | Positive | National Bank | |
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| Infill and expansion drilling at the Haib copper project in Namibia returned consistent, broad intercepts (up to 714m at 0.31% eqCu), with the PFS on track for late 2026. | Positive | Beacon | |
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| Margin decline expected in Q3 due to its largest plant being down for maintenance. | Negative | TD | |
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| Proposed merger with SEGRO has strategic merit but is estimated to be slightly dilutive to FY27/FY28 FFO, leading to a price target reduction to $158. | Negative | BMO | |
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| URC filed its management information circular for the Sweetwater transaction, setting the special meeting for July 20, 2026. | Neutral | National Bank | |
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| Completed an inaugural $670 million asset-backed security (ABS) deal with equity residuals sold to Blackstone and CPPIB, adding a new funding lever. | Positive | CIBC, RBC | |
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| KOL discussions highlight that the CELMoD franchise is underappreciated ahead of the Iberdomide PDUFA decision in August, which targets a large addressable market. | Positive | RBC | |
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| Investor sentiment toward European luxury is turning constructive, with LVMH positioned as the preferred stock due to improving Fashion & Leather Goods momentum and potential Q2 sales upside. | Positive | Morgan Stanley | |
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| Upgraded to Sector Perform following the Cygnus acquisition, which addresses the company's declining growth profile at a reasonable 0.8x P/NAV multiple. | Positive | RBC | |
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| Enduro Metals commenced a 3,000m Phase One drilling program at the Andrei copper-gold porphyry target within the Newmont Lake project. | Positive | Beacon | See image > |
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| IsoEnergy temporarily suspended exploration at Larocque East due to a nearby wildfire, though the evacuation is not expected to impact the completion of the summer drill program. | Negative | National Bank | |
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| KOL discussions indicate optimism that the WATCHMAN device can continue to grow, with increasing patient referrals and stable-to-improving implant rates. | Positive | Stifel | |
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| Q3 EBITDA missed expectations by 29% due to a 20% decline in TV advertising revenues, with recapitalization timing remaining uncertain. | Negative | BMO | |
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| Identified a new high-grade tungsten-enriched subzone at the Apollo discovery in Colombia, with a standout intercept of 27.35m grading 37.55 g/t AuEq. | Positive | National Bank | |
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| NDR highlights scaling data center and infrastructure franchise, anchored by the 1.6T Rushmore optical DSP, with a long-term goal of building a ~$3bn infrastructure business. | Positive | Stifel | |
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| Achieved record quarterly tonnage of approximately 92kt shipped at McCreedy West mine in Q2, with grades tracking near the upper end of full-year guidance at 3.2-3.5% CuEq. | Positive | National Bank | |
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| Qualified to bid on seabed licenses in Nova Scotia, but downplayed the likelihood of successfully developing a project due to unfavorable framework terms. | Negative | CIBC | |
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| Miebo weekly prescriptions rebounded to 33,358 (+35% y/y), maintaining its position as the second-largest Rx dry eye disease drug in the US with a 22.8% market share. | Positive | RBC | |
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| Q3 revenue is expected at C$704M and adjusted EBITDA at C$351M, with focus shifting to the strategic implications of the C$1.7B Breezeline impairment. | Negative | National Bank | |
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| The decision date for the Indonesian One Map Program contract has been delayed to July 3rd, with Intermap facing close competition from a Chinese bidder. | Neutral | Beacon | |
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| NDR highlights a structurally intact multi-year margin recovery story, with a bridge back to 40-45% gross margin driven by absorption, cost-out, and favorable product mix. | Positive | Stifel | |
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| Received conditional approval to graduate from the TSX Venture Exchange to the TSX, with plans to change its ticker to NFGC. | Positive | National Bank | |
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| Q2 revenue is expected at C$5.60B and adjusted EBITDA at C$2.43B, with improved wireless trends and a focus on sports asset monetization. | Positive | National Bank | |
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| Q2 vehicle deliveries are projected at 418k, above the 406k consensus, with potential upside toward the mid-400k range. | Positive | TD | |
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| NDR highlights the company's evolution to a commercial-focused organization, with estimated 27% FY26E-FY27E incremental EBITDA supporting this transition. | Positive | Stifel | |
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| Q1 FY27 preview projects EPS of C$0.87 (vs. C$0.88 consensus) and revenue of C$923M, with same-store sales growth modeled at 30.0%. | Positive | National Bank | |
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| Investor meetings reinforce confidence in its capital allocation strategy and wholly-owned ADC pipeline, with shares remaining undervalued relative to zanidatamab-derived milestones and royalties. | Positive | Stifel | |
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| Initiated at Hold with a $250 price target, citing muted margin headroom and slower profit growth compared to aerospace peers. | Negative | TD | |
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| Initiated at Buy with a $14 price target, highlighting its position in the indirect tax software market and potential for sentiment to inflect. | Positive | TD | |
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| Renewed its NCIB to repurchase up to 70.899 million shares (approx. $337 million in H2/26) from July 2, 2026 to July 1, 2027. | Positive | CIBC, RBC, National Bank | |
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| F3Q preview highlights potential upside to FY26 targets driven by memory pricing strength, with FY27 revenue modeled at +25% year-over-year growth. | Positive | Stifel | |
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| Initiated at Buy, highlighting its 3rd gen ion trap quantum technology achieving 99.9%+ fidelity and potential commercial demand inflection by 2028. | Positive | TD | |
| Initiated at Equal-weight with a $78 price target, noting a longer commercialization timeline for quantum computing but highlighting QNT's leading trapped-ion technology. | Neutral | Morgan Stanley | |
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| Initiated coverage with a Buy rating and $24 price target, highlighting its $1B+ backlog that underwrites a ~14% organic revenue CAGR through 2028. | Positive | Stifel, RBC | |
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| Price target raised to $28 from $22 on Q2 EBITDA estimate of $688 million, which is approximately $25 million above Street expectations. | Positive | RBC | |
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| Upgraded to Outperform with a $950 price target, driven by confidence in the company's ability to deliver or exceed its 8-10% EBITDA CAGR target. | Positive | BMO | See image > |
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| Price target raised to $150 from $127, with the stock trading at 11x compared to its long-term historical average of 7.1x. | Positive | RBC | |
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| Initiated at Overweight with a $47 price target, highlighting its strong position in onsite power for data centers and attractive economics for engine-based power. | Positive | Morgan Stanley | |
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| Q3 earnings were largely in line with a slightly better Q4 outlook, but regional softness in precast businesses led to a price target reduction to $77. | Negative | BMO | |
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| Initiated coverage of Liftoff Mobile with an Outperform rating and $35 price target, highlighting its strong position in performance in-app advertising. | Positive | RBC | |
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| Initiated coverage of Omai Gold Mines with an Outperformer rating and a C$4.50 price target, highlighting its large-scale gold redevelopment project in Guyana. | Positive | CIBC | |
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| Initiated coverage of Sunshine Silver Mining & Refining with an Outperform rating and $16.50 target price, highlighting its 100% U.S.-based silver exposure. | Positive | BMO | See image > |
| Initiated coverage of Sunshine Silver with a Sector Perform rating and $15.00 price target, noting a complex restart and $800 million capex budget ahead. | Neutral | RBC | |
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| Revisions reflect lower prices but production and costs remain in line with guidance, with FY26 oil guidance previously increased to 161MBbl/d. | Neutral | BMO | |
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| CHMP recommended marketing authorization for Daybu for Rett Syndrome in the EU in a surprise reversal, bolstering the valuation floor. | Positive | RBC, TD | |
