The Weekly Brief (As of April 16)
- Meta (META) and CoreWeave (CRWV) recently announced an expansion of their deal to $21 billion.
- Amazon (AMZN) released its annual shareholder letter outlining the company’s approach to AI and indicated that it is considering selling its own AI processors to third parties, increasing competition with Nvidia (NVDA) and AMD (AMD).
- Anthropic and CoreWeave (CRWV) announced that the two have entered into a multiyear agreement under which the AI cloud company will provide Anthropic with computing capabilities to build and power its AI models.
- GFL Environmental (GFL) announced it will acquire Secure Waste Infrastructure (SES) in a CAD$6.4 billion deal.
- Amazon (AMZN) signed an $11.57 billion deal with satellite firm Globalstar (GSAT) to challenge Musk’s Starlink.
- ASML Holding N.V. (ASML) reported earnings for its first quarter of 2026, with revenue coming in at €8.8 billion compared to €8.5 billion expected, while raising 2026 net sales guidance to between €36 billion and €40 billion from the previous forecast of €34 billion to €39 billion.
*Analysts of 5i Research responsible for this report have a financial or other interest in ASML, AMZN, NVDA, and META. The i2i Fund does not have a financial or other interest in securities mentioned. Clients of i2i Capital Managements Private Investment Counsel service (i2i PIC) may hold a financial interest in any companies discussed and the views of i2i PIC may differ from the views of 5i Research.
New Podcast Episode!
In this episode
Chris and Michael cover:
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$100 oil and four ways to play Canadian energy
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The 5i Z-score quadrant: defensives fading, growth sectors flipping
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Cipher Pharmaceuticals (CPH) — relative strength in a flat TSX
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Michael's ETF pick
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Semiconductors: why the structural thesis survives a capex pause
Listen on Spotify
Report Updates
We have posted report updates on Badger Infrastructure Solutions (BDGI) and Pason Systems (PSI). BDGI is North America's largest non-destructive hydrovac excavation provider, deploying its proprietary Badger Hydrovac units to safely dig around critical underground infrastructure - power, water, gas, and sewer lines - where conventional excavation carries serious safety and economic risk. PSI is a leading global provider of data management systems for oil and gas drilling, with mission-critical instrumentation and analytics. One name benefits from the AI and broader infrastructure buildout, while the other benefits from AI's growing appetite for power.
Read the latest updates by logging in here!