Graham Wealth Advisory of Raymond James LTD.

This quick read from Business Insider explains why Nvidia has reached a $5 trillion valuation and how data center costs are structured. With GPUs accounting for nearly 39% of those costs and Nvidia maintaining 70% margins, the company captures almost 30% of total AI infrastructure spending as profit.

Why Nvidia is worth $5 trillion: Inside a $35 billion, 1 gigawatt AI data center. businessinsider.com

Ira Kalish and his team at Deloitte Global Economics Research provide an in-depth analysis, exploring whether AI equities are forming a bubble, examining the ongoing AI race among mega-cap firms, and assessing the current state of U.S. trade policy.

What’s happening this week in economics? deloitte.com

President Donald Trump has signed executive orders aimed at revitalizing the nuclear industry. The orders direct the nation's independent nuclear regulatory commission to cut down on regulations and fast-track new licenses for reactors and power plants.

Shares of major nuclear firms have responded positively to the news. On Friday uranium miners such as Cameco, Energy Fuels, and Centrus Energy saw double-digit gains, while Advanced nuclear technology companies, including Oklo Inc and NuScale Power, surged as investors anticipate a more favorable regulatory environment.

Beyond stock market reactions, the policy shift signals a broader commitment to nuclear energy as a cornerstone of America's energy strategy.

www.raymondjamesconnect.com reuters.com

The Bank of Canada has declared that Canada's productivity is in a state of 'emergency'. Many have determined that in order to remedy this issue AI will play an ever increasing role to streamline tasks and transform industries. This is estimated to add as much as eight percent to Canada's GDP over the next 10 years if it is widely adopted.
The article helps explain the benefits and drawbacks of the adoption of AI.

Can artificial intelligence solve Canada’s productivity crisis? financialpost.com

Deloitte released a new report on the federally mandated limit on greenhouse gas emissions from the oil and gas sector. They concluded that most likely the industry would go the route of job cuts and production cuts rather than implement a Carbon Capture strategy.
Take read for yourself.

www.raymondjamesconnect.com financialpost.com

The Bank of Canada has lowered its key interest rate by 4.75%. This will be the first decrease of rates in four years. Tiff Macklem noted the reasoning for the cut as "our confidence that inflation will continue to move closer to the two per cent target has increased over recent months."

Bank of Canada cuts key interest rate to 4.75% | CBC News www.cbc.ca

The Canadian Economy misses on Q1 growth, with real GDP expected to have risen 0.3% on a monthly basis. The slower than expected growth could become a catalyst for the Bank of Canada to lower interest rates moving into the next few months.

Canadian economy misses Q1 growth forecast; April GDP likely up 0.3% www.ctvnews.ca

Canada added 90,000 jobs in April which was much larger than the predicted 20,000 that economists were predicting.
The Bank of Canada released its annual Financial Stability Report with a warning for homeowners who have variable mortgages and who are needing to renew their mortgage in the coming years. They note a 60% increase in the average monthly payment for individuals mortgages.

Canada adds 90,000 jobs, BoC warns of higher mortgage payments and energy-hungry AI models: Must-read business and investing stories www.theglobeandmail.com

This article by Capital Group describes the different breakthroughs that the medical industry are going through. Whether it is Ozempic or gene-editing it helps delve into what the future of biotech may look like and the different companies leading the way.

The health care breakthrough that’s not an obesity drug www.capitalgroup.com

As the world of weight loss drugs reshape the healthcare landscape. The analysts at Capital Group shed light on the different impacts these new drugs have on the industry and the financial/behaviour implications for food and beverage companies.

Weight loss drugs could reshape industries beyond health care www.capitalgroup.com