Market, Podcast Episode, Sentiment Survey, and Report Updates!

Michael Huynh Aug 15, 2025
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The Weekly Brief (As of September 11)

  • Salesforce (CRM) reported an EPS and revenue of $2.91 on a revenue of $10.24 billion, beating expectations on both fronts of $2.78 and $10.14 billion, respectively, while cutting 4,000 customer service jobs during the quarter and announcing a $20 billion increase to its share buyback program to a total of $50 billion.
  • Lululemon (LULU) stock tumbles as the company reported weak U.S. demand with a same-store sales decline of 4% for the quarter, along with tariff costs.
  • Nebius Group (NBIS)’s share price jumped materially as the company announced the deal to supply Artificial Intelligence (AI) infrastructure to Microsoft (MSFT) over a five-year period.
  • Oracle (ORCL)’s shares skyrocketed despite a slight earnings miss, as the company reported solid remaining performance obligations – a measure of contracted revenue that has not yet been recognized, which was up 359% from the prior year.
  • Synopsys (SNPS) – the parent company of the chip design software- reported an EPS of $3.39 on a total revenue of $1.74 billion, which missed the expectation of $3.75 on the topline of $1.77 billion, while signalling a potential slowdown in China, which led to a tumble in share price.

*Analysts of 5i Research responsible for this report ave a financial or other interest in SNPS, MSFT, LULU. The i2i Fund has a financial or other interest in NBIS.


 

New Podcast Episode!

Join your hosts, Chris and Michael, as they go over trends in the broader markets, review two Canadian small-cap stocks, highlight one interesting ETF, Chris explains why he believes we're in the early innings of a bull market, and a segment on crypto.


 

Join Ryan and Chris at the MoneyShow!

Join us at the MoneyShow on September 12–13! On September 12, Ryan Modesto will be discussing opportunities in small caps, and on September 13, Chris White will explore the unexpected yet common traits of long-term “compounder” stocks, sharing insights on how to identify companies that can build wealth over decades.

Register Here


Investor Sentiment - Results and New Survey

Thank you to all those who participated in the previous Investor Sentiment Survey. We have published the results from the survey in a report in a link here.

Please note that the weightings and categorization of these results are still a work in progress, and the model(s) used to analyze the results may change over time as more data comes in.

Alongside the release of the results from the previous survey, we are also releasing the next survey, which can be found below. This survey shouldn't take more than 5 minutes and no personal details are required.

Let us know how you are feeling about markets and the economy by following the link below! We will let you know the results in a following market update.

Investor Sentiment Survey


 

Report Updates

We have posted report updates on Richelieu Hardware (RCH) and TMX Group Limited (X). RCH is a leading distributor of specialty hardware and related products, and X is a capital exchange facilitator, clearinghouse for equities, fixed income, and derivatives trading, as well as a data analytics solution provider. One company has demonstrated solid execution and strong business momentum, while the other has recently seen near-term operational challenges.

Read the latest updates by logging in here!