Some companies will do well, with or without tariffs. Tariffs are largely on goods, while 80% of the Canadian economy is services like Descartes and TD.
He feels that Jevon's Paradox may apply to lower AI cost structures which will promote demand and benefit large cap tech companies. There is an open door for the substitution for software and semi-conductors so it could be more challenging for large tech when people have more versions available.
Here are the Canadian companies listed on Stockchase who are reporting earnings this week: 🚚 Industrials 🏛 Financials ⚡ Energy 🛢 Basic Materials 🛍 Consumer 👨⚕️ Healthcare 💡 Utilities 💻 Technology Use this list wisely to identify buying opportunities.Happy trading…
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