The Weekly Brief (As of August 14)
- Airbnb (ABNB) reported an EPS of $1.03, beating the estimate of $0.94, with a 13 percent topline growth. ABNB continues to maintain a healthy balance sheet and its commitment to share repurchases.
- Apple’s (AAPL) share price jumped after the company announced a commitment to up to $100 billion in U.S. manufacturing capability to boost American jobs and businesses
- Nvidia (NVDA) and Advanced Micro Devices (AMD) have reportedly agreed to share 15 percent of chip sales revenue in China with the U.S. government.
- Constellation Software (CSU) reported a 15 percent topline growth for Q2-2025, a slight reacceleration compared to previous quarters, driven by a healthy organic growth of 5 percent.
- In Q2-2025, CNQ reported an adjusted EPS of $0.71, compared to last year’s $0.88; the decline was largely due to weak commodity prices. However, CNQ manages to beat the expectation of around $0.63, while also returning around $1.6B to shareholders.
*Analysts of 5i Research responsible for this report have a financial or other interest in ABNB, NVDA and AAPL. The i2i Fund does not have a financial or other interest in securities mentioned.
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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.
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.
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!