Moderna’s Stock Soars and Will CoreWeave’s AI Bet Work?

In this episode of The Canadian Investor Podcast, we break down another busy week of market news and earnings. We start with Moderna, whose stock more than doubled after the company announced positive late-stage trial results for its personalized mRNA cancer therapy developed with Merck. We discuss why the news matters for Moderna, why Merck also benefited, and why biotech investing can be so volatile. We then look at Canadian Tire’s latest quarter, including the strength at SportChek and Mark’s, the stabilization in its financial services segment, and the upcoming Triangle Rewards partnership with Tim Hortons. From there, we discuss Home Depot and Lowe’s, what their results say about the housing and renovation market, and why elevated interest rates continue to weigh on big-ticket home improvement spending. We also revisit Constellation Software after its latest earnings, including organic growth concerns, record capital deployment, and why the company says AI has not materially disrupted its business so far. Finally, we cover Air Canada’s quarter, rising airline costs, CoreWeave’s explosive AI infrastructure growth and balance sheet risk, and Klarna’s latest results after a sharp post-earnings selloff. Tickers discussed: MRNA, MRK, CTC.A.TO, HD, LOW, CSU.TO, AC.TO, CRWV, KLAR, AAPL     Subscribe to Our New Youtube Channel! Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor  Spotify - The Canadian Real Estate Investor  Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.