đ Markets Stall, Miners Soar, and Nuclear Expansion Heats Up â˘ď¸
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Edition #126
Investing Unlocks: How to Capitalize on the Hot Topics From The Last 7 Days
We analyze recent trends and opportunities, offering strategic insights that help you manage risks and identify growth opportunities for your portfolio.
đŽâđ¨ Markets Catch Their Breath
Stocks took a breather last week, Sept 22â26, after pushing to new highs earlier in the month. Inflation stayed steady around 2.7% on the Fedâs preferred gauge, which helped ease fears of prices heating up again. Even so, some Fed officials flagged stretched valuations, and that cautious tone kept markets from extending the rally.
This week brings a busy slate of data with manufacturing surveys midweek and the all-important jobs report on Friday. Traders will be watching closely for signs of cooling in the labor market, since that could influence how quickly the Fed feels comfortable cutting rates. Another wildcard is the risk of a government shutdown, which could delay some economic reports and add to market jitters.
PRESENTED BY CANTERRA MINERALS CORP.
Canterra Minerals (TSX-V: CTM, OTCQB: CTMCF) is advancing a fully-funded 10,000-metre drill program across its 60 km copper-gold corridor in Newfoundland.
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Hot Topics
Why Copperâs Supply Crunch is Becoming a Bull Market Catalyst
OpenAI shows off Stargate AI data center in Texas and plans 5 more elsewhere with Oracle, Softbank
Trumpâs unfounded claims heap new stress on household brand name Tylenol
Build-A-Bear continues to rack up market gains, despite tariffs and teetering mall traffic
Wealth Watch
Investing Data Story
Canadian mining stocks are outpacing gold, US tech, and the S&P 500, offering retail investors an alternative way to benefit from rising gold prices.
Canadaâs Miners Outperform the S&P 500 and even Big Tech
Markets Look Pricey, But Innovation Leads
Stocks and crypto are riding high, and the OECD warns valuations may be stretched. However, history shows that elevated prices alone donât end a bull market. Big Tech, often called the âMagnificent Seven,â has led the charge, and while concentration brings risks, these companies are also among the most profitable and innovative.
Crypto has exploded too, with market value hitting USD 3.9 trillion in September 2025, nearly five times higher than early 2023. Indeed, the OECD warns high crypto volatility and stablecoin risks may threaten financial stability. Volatility is still high, but institutional adoption and regulatory progress are bringing the space closer to the traditional financial system. Stablecoins, tied to government bonds, are growing too, which could add stability over time.
The outlook cuts both ways. Slower growth or sticky inflation could spark corrections, yet breakthroughs in AI, new technologies, and stronger investment spending could boost productivity and support todayâs valuations. For long-term investors, the potential for innovation-driven growth remains a powerful counterweight to the risks.
Global Nuclear Expansion Heats Up
Nuclear energy is staging a powerful comeback, driven by massive buildouts in China, India and other fast-growing markets. This construction boom is set to lift demand for uranium, reactors and supporting infrastructure, creating fresh opportunities for investors. You can tap into the trend through uranium giants like Cameco (CCJ) or US suppliers like BWX Technologies. For simpler access, ETFs like Global X Uranium (URA) and Sprott Uranium Miners (URNM) offer broad exposure to the companies fueling this nuclear renaissance.
Earnings Performance
Carmax Inc
Carmax Incâs (NYSE: KMX) Q2 results reflect weaker retail and EPP sales, yet earnings streams remain well diversified across retail, wholesale, auto finance, and protection plans. Gross profit per vehicle stayed stable, supported by digital adoption, tighter underwriting, and $180 million in buybacks. Despite near-term headwinds, CarMaxâs multi-channel model and cost discipline reinforce its long-term resilience.
Other Earnings Updates
Thor Industries Stock (THO): Beats Q4 but 2026 Outlook Falls Short
Uranium Energy Stock (UEC): Misses Earnings but Builds War Chest
Albemarle (ALB): Stock Surges: But Can Lithium Hold the Line?
Maison Solutions Stock (MSS): Slips Into Loss Despite Lee Lee Growth
Micron Stock (MU): Surges on AI Boom, But Risks Loom
Investing Data Story
68 years of S&P 500 data shows long-term returns stay strongâeven when buying at market highs. Here's why timing isn't everything.
It Seems Thereâs No Bad Time to Invest
Analyst Strong Buy Ratings This Week! đ
Looking for stocks with strong analyst backing? These companies have earned top-tier "Strong Buy" ratings from analysts, signaling potential upside for investors.
Whether youâre eyeing small-to-mid cap opportunities in the U.S. and Canada or want to stick with trusted S&P 500 blue-chip picks, this list highlights stocks that experts believe could outperform.
đ Do your research and see if any of these fit your portfolio!
SEC Clears Exxon Auto-Vote Pilot for Investors
The SEC has cleared Exxon to test an âauto-votingâ program for retail shareholders. Investors can set standing instructions to vote with board recommendations, instead of casting ballots at each meeting. The program is free and optional, with the ability to cancel, adjust, or override at any time. Exxon must disclose the program publicly, and other companies may follow.
Why it matters: Auto-voting could boost participation from retail investors who often miss votes, but also raises concerns that defaulting to managementâs choices may weaken shareholder oversight.