Canadian Semiconductors Stock News

NFI Group (TSX:NFI) has drawn attention after recent share price moves, with the stock down about 6% over the past month but still showing a gain over the past 3 months. At around CA$23.51, NFI Group has given investors a strong year-to-date share price return of about 46%. More recent momentum has cooled, with a 7-day share price return of roughly down 3% and a 30-day share price return of roughly down 6%. The 1-year total shareholder return of about 31% and 3-year total shareholder return...

When world headlines keep circling back to conflict, record US federal debt above $40b and questions over long term US leadership, investors start hunting for assets that do not rely on political calm. That shift can create pockets of opportunity as money moves away from familiar benchmarks and toward perceived shelters. This article walks through three stocks from our Global Gold Miners and Bullion Linked Equities screener that are closely exposed to these geopolitical currents. The three...

Lightspeed Commerce (TSX:LSPD) has been back in focus after two pieces of operational news: a new golf partnership in Quebec and a ShipStation integration, coincided with a 1.84% daily share price gain. For context, Lightspeed Commerce shares have given investors a 2.68% 90 day share price return. However, the year to date share price return is down 14.5% and the 1 year total shareholder return is down 16%, signalling that recent momentum is only starting to improve after a much longer...

TELUS has been a rough ride for long term holders, with the share price down 39.5% over five years. However, the valuation checks now lean cheap on several fronts. For anyone looking at the stock today, the puzzle is whether that weaker share performance has already reset expectations enough to make the current price look attractive. The 39.5% share price decline over five years points to a business that has lost investor confidence and now trades with a long memory of disappointment baked...

Headwater Exploration (TSX:HWX) moved into the spotlight after Tamarack Valley Energy agreed to acquire the producer in an all-stock deal valued at about CA$3.2b, with investors set to receive Tamarack shares. Headwater Exploration shares now trade at CA$13.51. While the 1-day and 7-day share price returns have slipped 1.82% and 4.99% as the Tamarack deal terms settle in, the year-to-date share price return of 41.61% and 1-year total shareholder return of 95.33% point to momentum that has...

Enghouse Systems came into this print with a stock that has drifted, roughly flat over the past week and down over the past month, yet still trading on a low trailing P/E of 12.8x for a software company. The headline this quarter is not the top line; it is the margin story. Adjusted EBITDA reached $30.8m on $117.6m of revenue, with the EBITDA margin at 26.2% and comfortably in the mid 20% range that management targets. For investors watching a rich dividend that is not fully covered by recent...

Tecsys stock came into this earnings print on the back foot, with the share price down almost 18% over the past three months, yet the latest quarter told a very different story. Q1 delivered record revenue of CA$50.0m and adjusted EBITDA of CA$6.9m, and net profit climbed to CA$3.1m or CA$0.21 per share. The real pivot was in software as a service, where Tecsys grew SaaS revenue to CA$22.7m and pushed remaining performance obligations past CA$250m. Short term sentiment has been cautious, but...

Empire (TSX:EMP.A) is back on income investors' radar after its board declared a quarterly dividend of $0.2425 per share, with payment scheduled for October 30, 2026, to eligible shareholders. Empire’s dividend update lands after a softer stretch for the shares, with the 30-day share price return down 7.52% and the year-to-date share price return lower by 5.33% at a recent CA$45.61. However, the 3-year total shareholder return of 31.74% still reflects a stronger longer-run outcome. Spot 2...

Descartes Systems Group just posted record Q2 software results while the share price has drifted, with the stock down roughly 3% over the past week and 2% over the past month into today’s CA$105.32 close. Traders look cautious. The business just printed US$201.1m in quarterly revenue and US$50.0m in net income, plus a record adjusted EBITDA margin near 47%. That gap between soft recent returns and robust profitability is the sentiment story that now matters most. Love Descartes Systems...

Cameco has delivered a very strong run over the past five years, yet investors now face a split verdict on value, with the Discounted Cash Flow (DCF) intrinsic value estimate pointing to some upside while market multiples suggest the stock already trades on a rich valuation. Cameco has returned about 374.2% over five years, which puts recent short term share price softness into a much longer backdrop of strong gains. Restarts at high grade uranium assets and exposure to potential...

Wheaton Precious Metals reported record first half 2026 revenue of $1.8 billion and second quarter revenue of $929 million, with net earnings of $543 million. These results were supported by higher realized gold equivalent prices, increased production and the closing of a $4.3 billion Antamina silver stream. The Antamina acquisition and the BHP precious metals purchase agreement, effective from April 2026, materially expand Wheaton Precious Metals' long-life silver exposure and reshape its...

Groupe Dynamite walked into this earnings day with its stock already under pressure, down roughly 20% over the past three months. Yet the latest report reads more like a confidence check than a crisis. The market is treating the retailer as if the story has cooled, while the financials show something different. The main focus is the profit engine. Q2 basic earnings per share came in at CA$1.04 on CA$423.6m of revenue, with net income of CA$113.4m. That level of earnings power sits awkwardly...

ADF Group stock heads into the post earnings session under pressure, with the share price down about 17% over the past week and almost 15% over the last month. The headline is not about sales growth; the story is the profit squeeze. Quarterly revenue of CA$95.0m came with net income of just CA$2.95m and a trailing net margin of 9.2%, which is well below last year’s 13.2%. For investors, that gap between healthy activity and thinner profitability is the real signal to watch over the longer...

Energy security has moved from background worry to front-page story as supply routes, inflation and policy all pull in different directions. That mix is shaking prices and creating openings for investors who can sort durable energy infrastructure from the noise. This article focuses on three large cap stocks from our Global Energy Security and Infrastructure Stocks screener that are closely tied to the latest headlines and could reshape how you think about risk and income today. The three...

Magellan Aerospace has been highlighted by LionGuard Capital Management CEO Andrey Omelchak as well placed to benefit from stronger commercial aerospace demand and increased defence spending, supported by aircraft backlogs at key customers such as Airbus and Boeing. The comments point to potential upside in Magellan Aerospace's existing spare defence capacity, which could be used if Canada and other NATO members award additional contracts as they lift defence budgets. This article examines...

Real Matters Inc. ( TSE:REAL ), is not the largest company out there, but it saw significant share price movement...

Bank of Nova Scotia (TSX:BNS) just posted a record third quarter, with net income and adjusted diluted EPS above expectations, return on equity topping its 14% target, and all divisions contributing. Broader macro worries still shape how traders react. At a share price of CA$128.41, Bank of Nova Scotia has delivered a 30-day share price return of 3.72% and a 90-day gain of 9.35%. The year-to-date share price return of 25.40% sits alongside a 1-year total shareholder return of 50.91%, which...

Great-West Lifeco Inc. recently reported strong second quarter base earnings, with double digit growth supported by its Empower U.S. retirement business and progress toward a 19%+ base ROE objective, backed by Retirement and Wealth, Capital and Risk Solutions, and ongoing share repurchases. The focus on Empower’s fee based retirement platform and disciplined capital management signals that management is leaning into capital light, recurring earnings streams rather than balance sheet...

Barrick Mining (TSX:ABX) has drawn fresh attention after its corporate name change from Barrick Gold. This shift broadens the focus beyond gold toward a wider mix of mined materials and revenue sources. Recent trading has been choppy, with Barrick Mining’s share price slipping 2.31% on the day and 4.59% over the past week. However, a 7.76% 30-day share price return and very large 5-year total shareholder return of 193.02% suggest long-term momentum has been strong, even as short-term...

As the Canadian market anticipates the upcoming Bank of Canada decision, investors are closely monitoring key economic indicators such as labour market data and inflation reports, which could influence future interest rate policies. Amid these broader economic considerations, penny stocks continue to capture attention for their potential growth opportunities. Although often considered a niche area, penny stocks—typically representing smaller or newer companies—can offer significant value when...

Enbridge stock has delivered an 80.2% total return over the past 5 years, yet current valuation checks suggest the shares look roughly in line with where many investors might expect them to trade rather than clearly cheap or clearly expensive. The 80.2% gain over 5 years shows that long term holders have already seen substantial value creation, which can reduce the margin of safety for new money if expectations are high. The plan to acquire Tallgrass Energy's crude oil business and the...

Tenaz Energy, an oil and gas producer focused on offshore natural gas in the Netherlands and assets in Alberta, saw its shares react after Brent crude previously moved above $100 a barrel, which lifted interest across energy stocks. The company’s role as a major Netherlands gas producer, combined with exposure to both European gas and North American liquids pricing, ties its cash generation closely to shifts in global commodity benchmarks like Brent. We will now look at how Tenaz Energy's...

Bank of Montreal moved to eliminate trading commissions and brokerage account administration fees for BMO InvestorLine self-directed clients, while also reporting record adjusted Q3 earnings despite a goodwill charge that reduced reported net income. This combination of a lower cost online platform and strong adjusted profitability reflects a push to deepen digital wealth relationships and broaden BMO's fee-based revenue base. We will now look at how Bank of Montreal's commission free...

WSP Global has been affected by U.S. government efforts under President Donald Trump to curb Canadian firms from winning federal contracts, even though about 20% of its 2016 consolidated gross revenue came from U.S. public sector work largely executed by U.S.-based employees. The policy focus on Canadian ownership clashes with WSP Global's service-heavy, locally staffed U.S. operations. This highlights how contract rules can diverge sharply from where engineering work is actually performed...