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

Chris White Nov 06, 2025
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The Weekly Brief (As of November 06)

  • Amazon (AMZN) reported solid earnings, beating both top and bottom lines. Total sales came in at $180.1 billion, beating estimates of $177.8 billion, while EPS came in at $1.95, above expectations of $1.57. The strong results were driven by an accelerated growth in the cloud units; AWS reported the fastest growth rate since 2022 on the AI push.
  • Apple (AAPL) reported strong earnings with total sales of $102.47 billion, slightly above estimates of $102.24 billion, while EPS came in at $1.85, beating the estimate of $1.77. The company saw a big December quarter driven by strong iPhone 17 demand.
  • OpenAI signs a $38 billion compute deal with Amazon (AMZN), partnering with the cloud leader for the first time, signaling the $500 billion AI start-up is no longer dependent on Microsoft (MSFT).
  • Shopify (SHOP) reported a 32% revenue surge, which came in at $2.8 billion compared to $2.76 billion, while EPS of $0.34 was in-line with expectations. The company expects revenue in Q4 to be in the mid to high 20% range.
  • Suncor Energy (SU) reported an EPS of $1.34, compared to $1.59 in the same quarter last year due to weak oil prices while production and refinery throughput hit new records. SU also increased its dividend by 5 percent.

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

New Podcast Episode!

🎧 In this episode:

Chris and Ryan cover:

• AI stocks & mega-cap tech earnings

• Central bank decisions & why the bull market continues

• CAPE ratio, market seasonality & bubbles

• Top 5 stocks to watch

• Q&A highlights & investor education on Polymarket

New Report

We have posted a new report on Kraken Robotics (PNG). PNG is an emerging leader in underwater robotics and subsea sensing technologies for defense and commercial markets. It has grown from a small R&D startup in 2012 into a global leader in underwater robotics innovation. With global defense budgets increasingly focused on unmanned and intelligent underwater systems, we think PNG is well-positioned to benefit from this long-term structural demand.

Read the latest updates by logging in here!

Report Updates

We have posted report updates on Dream Industrial Real Estate Investment Trust (DIR.UN), and Acadian Timber Corp. (ADN). DIR.UN owns and manages a global portfolio of diversified industrial assets that consistently trades below its Net Asset Value. ADN is a provider of forest products that is currently facing a challenging operating environment. One name has a strong track record of consistent distribution throughout the economic cycle, while the other faces volume decline and a temporarily weak balance sheet.

Read the latest updates by logging in here!

Dropping Coverage

We are dropping coverage on Parkland Corporation (PKI). PKI and Sunoco announced on May 5, 2025 an agreement for Sunoco to acquire all outstanding shares of PKI in a roughly U$9.1 billion transaction. As a result, we are dropping coverage on PKI.

Read the latest updates by logging in here!