Market Pulse, Tweets of the Week & Q&A: 2026 IPO Watch, Bank Earnings, AI Compute & 2026 Themes

Chris White Feb 02, 2026
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Join your hosts, Chris and Ryan, as they kick things off with Market Pulse, unpacking what’s actually moving the tape amid a noisy macro backdrop and the early days of earnings season. We break down bank and airline results as key reads on consumer health, dig into Netflix’s quarter, guidance dynamics, and the implications of major acquisitions, and share our Tweets of the Week with hot takes across AI, fintech, and private tech leaders.

We then turn to Dividend Radar, highlighting notable dividend raises and special payouts across Canadian names. In our Q&A spotlight, we tackle investor decision-making, portfolio discipline, headline risk, and the potential impact of tariff rulings. We also revisit our AI compute stack report, spotlight Enbridge (ENB) as this week’s deep dive, and wrap up with a discussion on emerging 2026 investment themes.

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