Market, Podcast Episode, Model Portfolio, and Report Updates!

Michael Huynh Oct 09, 2025
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The Weekly Brief (As of October 23)

  • Walmart’s (WMT) stock jumps as the company announced the partnership with OpenAI to create a ChatGPT shopping experience.
  • Salesforce’s (CRM) share price rises after the company forecasted revenue of around $60 billion by 2030, with a return to double-digit sales growth within the next 12-18 months, while unveiling plans to repurchase around $7 billion worth of shares over the next six months.
  • Amazon’s (AMZN) cloud service - AWS has reportedly been experiencing an outage, which negatively impacted major platforms such as Coinbase (COIN), Robinhood (HOOD) and Snapchat (SNAP).
  • Apple’s share price hits an all-time high as iPhone 17 sales have reportedly outpaced iPhone 16 in both the U.S. and China markets.
  • OpenAI launches ChatGPT Atlas web browser – a direct competitor with Google’s (GOOG) Chrome, in an effort to strike at GOOG’s online dominance.

*Analysts of 5i Research responsible for this report have a financial or other interest in AMZN, WMT, HOOD, COIN, AAPL and GOOG. The i2i Fund does not have a financial or other interest in securities mentioned.

New Podcast Episode!

Join your hosts, Chris and Michael, as they go over trends in the broader markets, review two Canadian small-cap stocks, discuss public SaaS companies and the AI disruption theme, analyze interest rates and market returns, a CSU-specific returns analysis, highlight one interesting ETF, and Chris highlights his mental framework for understanding Bitcoin.


Missed Chris at the MoneyShow? Here’s Your Chance to Catch His Presentation

If you missed Chris White, Head of Research at 5i Research, at the MoneyShow in Toronto - here’s your chance to catch his presentation again, exclusively for 5i members.

In this webinar, Chris outlines the unexpected but common characteristics shared by long-term “compounder” stocks, explains why these traits often lead to strong performance, and highlights real examples of companies that fit the mold.

Learn why the most misunderstood stocks often become the best performers — and how to spot them before the crowd does.

Wednesday, October 22, at 10:30AM EST.

Register here!



Report Updates

We have posted a report update on Goeasy (GSY)Propel Holdings (PRL), and Trisura Group (TSU). GSY is one of the leading consumer lenders in Canada, with a full suite of financial services for Canadians with near to non-prime credit scores. PRL is an innovative fintech company that operates across Canada, the US, and now the UK. TSU is a specialty insurance and surety provider that has roots in the Brookfield family. One name has a clear playbook and a strong track record of double-digit growth in book value, another is trading at attractive levels, while the third name is operating in a strong demand environment.  

Read the latest updates by logging in here!