Trending Stocks, Investing Tips, and Market Insights on Stockchase

Stephanie Link, Chief investment strategist, Hightower
Stephanie Link, Chief investment strategist, Hightower on Halftime Report on CNBC23/10/2026 at 11:58pm

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She bought more. They report next week and she expects a strong quarter. AWS could accelerate from 37% growth last quarter to 42-43% because they have doubled their capacity; AWS is one of their highest-margin businesses. She expects margins to expand in retail. Trades at only 17x forward PE.

Jason Snipe, CIO, Odyssey Capital Advisors
Jason Snipe, CIO, Odyssey Capital Advisors on Halftime Report on CNBC23/10/2026 at 11:54pm

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They report next week. AWS, the biggest cloud name, will show mid-30s growth, he expects.

Rob Sechan, Managing Partner, New Edge Capital
Rob Sechan, Managing Partner, New Edge Capital on Halftime Report on CNBC23/10/2026 at 11:53pm

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Upgraded today with a price target of $180. It's an AI beneficiary, not victim, and can't be disrupted by AI. Investors are starting to agree with this point. 90% of the Fortune 500 uses NOW software.

Jim Lebenthal
Jim Lebenthal on Halftime Report on CNBC23/10/2026 at 11:52pm

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The 18x PE may be pricey, but the PEG ratio is only 1.2.

Tim Regan
Tim Regan on Market Call (BNN TV)23/10/2026 at 09:01pm

NORTH AMERICAN - LARGE

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The price of gold

It's suppose to be an inflation hedge, but the price has been going down. It's at a peak valuation. Can't say where the price is going. But gold doesn't pay interest, like a T-bill. From 2015-2023, gold moved sideways. He prefers buying stocks.

with Alan Tong

After the close

With Allan Tong

23/10/2026 at 08:51pm

Oil spikes, stocks fade to end week

Markets extended trends from Thursday into Friday as oil continued to surge while most other sectors declined. WTI jumped over 4% to US$103.55, as energy names like Baytex rallied 3.22% and CNQ 2.15%. Energy was the lone bright spot on the TSX, as all other sectors fell, led by staples, real estate and materials. The S&P slipped 0.4% on Friday or nearly 180 points, and declined over 1% for the week. Gold sank U$28 to below US$4,000 and silver slid 1.25% to US%53.80. Other key Canadian stocks were Mullen Group -10.9%, Air Canada -4.65%, IGM Financial -4% and Eldorado Gold -3.88%.

In New York, the S&P lost half a percent on Friday and over the week, the Dow slid 1.24% but managed to gain 0.4% for the week, while the volatile Nasdaq settled 0.21% lower for the session and declined 0.7% for the week. The U.S. 10-year yield reversed direction by returning to 5%, while Bitcoin held at US$81,260. Major movers on Wall Street: Crown Castle 9.06%, Crowdstrike 8.25%, AT&T -7.96%, T-Mobile -7.71% and Bloom Energy -11.24%.

🛢 Baytex Energy Corp (BTE.TO) +3.22%

🛢 Canadian Natural Rsrcs (CNQ.TO) +2.15%

🚚 Mullen Group Ltd (MTL.TO) -10.9%

🛫 Air Canada (AC.TO) -4.65%

🏛 IGM Financial Inc. (IGM.TO) -4%

🥇 Eldorado Gold (ELD.TO) -3.88%

🏛 Crown Castle International (CCI) +9.06%

💾 CrowdStrike Holdings (CRWD) +8.25%

📱 AT&T (T) -7.96%

📱 T-Mobile US (TMUS) -7.71%

🧬 Bloom Energy (BE) -11.24%

This Week’s Stock Picks & BNN Top Picks Summary: ARE-T, MELI-Q and 15 Stock and 7 ETF Top Picks (Oct 16-22)
23/10/2026 at 01:22pm

This Week’s Stock Picks & BNN Top Picks Summary: ARE-T, MELI-Q and 15 Stock and 7 ETF Top Picks (Oct 16-22)

This week were 15 Stock and 7 ETF Top Picks in a wide range of industries: ETF, Energy, Industrials, Healthcare, Financials, Consumer and Technology. Here are this week´s Top Picks as selected by: Michael O’Reilly, Billy Kawasaki, Richard Orrell, Bruce… read more

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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

The Panic-Proof Portfolio (Stockchase Research)
The Panic-Proof Portfolio (Stockchase Research) on Stockchase22/10/2026 at 08:49pm

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(A Top Pick May 12/26, Down 33.8%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with PSLV has triggered its stop at $25.50.  To remain disciplined, we recommend covering the position at this time.

David Burrows
David Burrows on Market Call (BNN TV)22/10/2026 at 08:34pm

NORTH AMERICAN - LARGE

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Banks.

Bank indices around the world have very nice long-term price patterns. They're in a secular, multi-year bull market (unless you think we're going to face a major credit event). Banks have been pretty good at managing credit risk. During that run, stocks pull back to the long-term MA from time to time. All the banks have done this. 

Likes financials as a group -- one of the 3 core groups he's focused on. With long-term rising rates, power is in the hands of the lender rather than the borrower. As long as banks can hold those long-term MAs, rising NIMs should be a pretty strong driver.

Wealth management in pretty good shape. Risk currently to capital markets revenue if some of the big IPOs don't happen. 

with Alan Tong

After the close

With Allan Tong

22/10/2026 at 07:40pm

AI and materials slide, oil surges

It was a volatile Thursday on the markets as disappointing forecasts from Meta and SpaceX stoked fears over AI spending. Though both names reported quarterly beats, their shares tumbled 6.98% and 9.14%, respectively, and dragged the Nasdaq down 2.6%. While the Dow inched up a handful of points, the S&P sank 1.21%. Elsewhere on Wall Street, Netflix regained 3.09%, Moderna cratered 17.57% while the two most-active names, Intel and Nvidia fell 8.04% and 4.4%. Also declining was the U.S. 10-year yield, which slipped below 5%. Not even Bitcoin was immune, shedding 4% to US$81,260.

Investors flocked out of tech and into the safe havens of dividend stocks. On the TSX, telcos and real estate were the top performers and Telus was the most-active Canadian name, rallying 5.01%. Materials dragged down the TSX, finishing -0.95% or nearly 350 points. Gold slid over US$110 to US$4,024, silver plunged close to 6% to US$54.45. Other key names: Ivanhoe Mines -3.67%, Americas Gold & Silver -11.29%, Celestica -12.04% and Mullen Group 11.5%. Finally, crude oil surged again, with WTI jumping 2.2% to US$99.25.

🕵️‍♀️ Meta Platforms, Inc. (META) -6.98%

💾 SpaceX (SPCX) -9.14%

📺 Netflix Inc. (NFLX) +3.09%

💉 Moderna (MRNA) -17.57%

💾 Intel (INTC) -8.04%

💾 NVIDIA Corporation (NVDA) -4.04%

🅱 Bitcoin (BTCUSD) (BTC-USD) -4%

📱 Telus Corp (T.TO) +5.01%

⛏ Ivanhoe Mines Ltd (IVN.TO) -3.67%

⛏ U.S. Silver & Gold (USA.TO) -11.29%

🧬 Celestica Inc (CLS.TO) -12.04%

🚚 Mullen Group Ltd (MTL.TO) +11.5%

Stephen Weiss, Founder, Short Hills Capital Partners
Stephen Weiss, Founder, Short Hills Capital Partners on Halftime Report on CNBC22/10/2026 at 01:07pm

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He will trade his excess position, but hold his core one. They prove they can use AI to their benefit.

Karen Firestone, CEO, Aureus Asset Management
Karen Firestone, CEO, Aureus Asset Management on Halftime Report on CNBC22/10/2026 at 01:06pm

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A great utility that will benefit if the Democrats regain control of the House at the Midterms.

Jenny Harrington, CEO, Gilman Hill Asset Management
Jenny Harrington, CEO, Gilman Hill Asset Management on Halftime Report on CNBC22/10/2026 at 01:04pm

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Trades at 18x PE and an almost 5% free cash flow yield. Is -5% this year, but earnings growth is around 9%. They have a $110 billion pipeline. Earnings ahead are reliable.

Joe Terranova
Joe Terranova on Halftime Report on CNBC22/10/2026 at 01:02pm

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They report tomorrow. It's all about refining margins. He's held onto this stock and won't sell--they are major supply problems for diesel and gas ahead. Cash flow is historic. He targets $500.

with Alan Tong

After the close

With Allan Tong

21/10/2026 at 08:02pm

Earnings lift stocks

Market sentiment was positive on Wednesday after big names like SpaceX reported a healthy beat and surged 7.79% Other tech names also rallied, including Super Micro Computer by 9.55% and Nvidia by 2.54%. However, not everything was rosy. Netflix‘s guidance disappointed the street which sold NFLX shares by 5.31%. The Nasdaq still gained 1.05%, the S&P 0.58% and the Dow 0.69%. The U.S. 10-year yield held steady at 5.123%.

Likewise, commodities were flat: gold at US$4,134, WTI at US$97.75 and silver US$57.75, down a few pennies. Despite that, the TSX gained over 200 points or 0.6% on the strength of financials and tech, while discretionary was the weakest sector. Major movers on Bay Street: Mullen Group 5.7%, BlackBerry 6.18%, Royal Bank 1.23%, Magna -4.5% and Ivanhoe Mines -6.2%.

📡 SpaceX (SPCX) +7.79%

💾 Super Micro Computer (SMCI) +9.55%

💾 NVIDIA Corporation (NVDA) +2.54%

📺 Netflix Inc. (NFLX) -5.31%

🚚 Mullen Group Ltd (MTL.TO) +5.7%

📱 BlackBerry (BB.TO) +6.18%

🏛 Royal Bank (RY.TO) +1.23%

🚗 Magna Int’l. (A) (MG.TO) -4.5%

⛏ Ivanhoe Mines Ltd (IVN.TO) -6.2%

Gordon Reid
Gordon Reid on Market Call (BNN TV)21/10/2026 at 07:32pm

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Data centres -- big question right now?

It's whether these data centres are actually going to be built. Will there be a political windstorm that puts up roadblocks?

His ongoing thesis is that opportunity will follow money. If there's a lot of money available with the returns that these data centres offer, there will be solutions. Some of these concerns are environmental, and some involve the cost of electricity. Some are disruption to communities. 

Over the long run, these things tend to be resolved if there's monetary opportunity.