Canadian Semiconductors Stock News

TSX:GIB.A
TSX:GIB.AIT

How CGI’s Farm Credit Tech Overhaul Partnership At CGI (TSX:GIB.A) Has Changed Its Investment Story

On 25 August 2026, AgVantis Inc. announced a long-term partnership with CGI Technologies and Solutions Inc. to modernize Farm Credit institutions using cloud, application development, data and analytics, and AI-ready platforms. This collaboration deepens CGI’s role in agricultural and rural financial services technology, aligning its consulting capabilities with AgVantis’ sector expertise to support Farm Credit’s long-term operating model. We’ll now explore how this expanded role in...
TSX:KXS
TSX:KXSSoftware

Is Kinaxis (TSX:KXS) A Bargain On Its Ansaldo Energia Client Win?

Kinaxis (TSX:KXS) is back in focus after Ansaldo Energia S.p.A. selected its Maestro platform to coordinate a complex, long cycle supply chain in the global power generation equipment market. The Kinaxis share price has gained 13.89% over the past 90 days and 4.69% over the last month, which suggests momentum has picked up recently. However, the 1 year total shareholder return is still down 5.74% and the 5 year total shareholder return is down 12.69%. Scan for other supply chain and AI...
TSX:IFC
TSX:IFCInsurance

Did Intact’s U.S. Casualty Partnership with Shepherd Just Shift Intact Financial's (TSX:IFC) Investment Narrative?

On 20 August 2026, Shepherd announced it had partnered with Intact Financial to write primary and excess casualty coverage across the United States using Intact’s AM Best A+ rated paper, initially focused on contractors and large construction projects and effective from 1 July 2026. The partnership adds a global insurer as a capacity provider under a delegated authority model, highlighting Intact’s push into U.S. commercial and specialty lines while integrating technology-led underwriting...
TSX:BDT
TSX:BDTConstruction

Nuclear Energy Stocks Screening For The Next Uranium Project Catalyst

European inflation in France and Spain is running above target and markets expect interest rates in the region to stay higher for longer. That keeps energy security and price stability in sharp focus. Nuclear energy stocks sit at the crossroads of these debates, offering exposure to reliable baseload power. This article highlights three nuclear energy stocks from our screener that investors may want on their radar now. The three nuclear energy stocks in this article are only a starting...
TSX:CCO
TSX:CCOOil and Gas

Cameco (TSX:CCO) Puts Westinghouse IPO Plans And Uranium Outlook Back In Focus

Cameco (TSX:CCO) is drawing attention as its uranium business momentum and the planned IPO of Westinghouse are highlighted as key drivers for the stock. A potential Westinghouse listing is expected to increase visibility on Cameco's ownership stake and could offer more clarity on how this asset fits into the company's long term plans. Cameco has recently reaffirmed its uranium production outlook despite operational challenges and continued focus on long term contracting activity. Consider...
TSX:EFN
TSX:EFNCommercial Services

Element Fleet Management (TSX:EFN) Following Leadership Changes Is The Pullback A Buying Opportunity

Element Fleet Management (TSX:EFN) has just reshaped its senior leadership, with new roles across its commercial, mobility, partnerships, and technology teams. For investors, this raises fresh questions about how the stock reflects these plans. Over the past year, Element Fleet Management’s share price return has fallen 25.52%, with a 30 day share price return down 16.51% and year to date share price return down 25.52%. The 5 year total shareholder return of 104.73% points to a much stronger...
TSXV:LMN
TSXV:LMNSoftware

Will Acquisition-Led Q2 Growth and New Deals Change Lumine Group's (TSXV:LMN) Investment Narrative?

Lumine Group Inc. reported Q2 2026 revenue of US$235.1 million, up 28% year over year, with operating income increasing while net income was pressured by acquisition-related costs, higher amortization, financing expenses, and taxes. The bulk of this growth came from acquisitions rather than organic expansion, as the company also closed two post-quarter deals totaling about US$233.7 million to deepen its presence in communications and media software. We will examine how Lumine Group’s...
TSX:WFG
TSX:WFGForestry

West Fraser Timber Stock And 2 Building Materials Names Facing Tariff Pressure

The trade dispute between the US and Canada is reshaping the flow of lumber, steel, and building products across the border, and that ripple effect is now hitting listed homebuilding materials producers. For investors, these tariff twists create both pressure and potential opportunity as pricing, costs, and sourcing patterns shift. This article walks through 3 stocks that appear especially exposed to the latest trade headlines. The three stocks below are just a starting sample, since the full...
TSX:STN
TSX:STNConstruction

The Bull Case For Stantec (TSX:STN) Could Change Following A Major Buyback Authorization Increase - Learn Why

On August 18, 2026, Stantec announced that it had increased its equity buyback authorization from 2,281,339 to 5,703,349 common shares, representing 5% of its outstanding shares. This expanded repurchase capacity highlights management’s willingness to deploy more capital into the business itself, which can meaningfully affect future share count and per-share metrics. We’ll now examine how this larger buyback authorization interacts with Stantec’s existing investment narrative centered on...
TSX:RY
TSX:RYBanks

Royal Bank Of Canada (TSX:RY) Can Fee Growth Sustain Record Profitability?

Royal Bank of Canada stock closed at CA$284.17 heading into these results, roughly flat over the past week after a modest pullback earlier in the month. The market has been treating the recent run with some caution. The earnings print puts that hesitation to the test. Royal Bank of Canada delivered record Q3 net income of about CA$6.0b and record basic earnings per share of CA$4.24, with return on equity near 18%. The real story now is not today’s tick in the share price. It is whether this...
TSX:CM
TSX:CMBanks

CIBC (TSX:CM) Stock Faces Credit Scrutiny Despite Strong Profit Growth

Canadian Imperial Bank of Commerce stock has been treading water in recent weeks, with the share price roughly flat over the past quarter and trailing slightly over the past month. Yet Q3 earnings landed with a very different tone. Adjusted earnings per share came in at $2.73 and net income excluding unusual items reached $2,271m, both supported by solid revenue of $7,804m. The real story sits on the balance sheet. Total loans climbed to $616,061m while non performing loans rose to $4,024m...
TSX:TD
TSX:TDBanks

TD (TSX:TD) Can Record Profits Justify Its Premium P/E?

Toronto-Dominion Bank stock closed at CA$168.61 heading into this earnings print, after a steady run over the past three months. The market had already priced in a lot of hope. The headline result is simple. TD delivered record quarterly earnings of about CA$4.7b with record earnings per share of CA$2.77 and a 16% return on equity. In the short term that kind of profitability can move a bank stock quickly. The more important question for you is how a record quarter fits with a premium P/E and...
TSXV:PNG
TSXV:PNGElectronic

Kraken Robotics (TSXV:PNG) Stock Selloff Puts Growth Milestones Under The Microscope

Kraken Robotics stock came into this earnings print on the back foot, with the share price down about 28% over the past three months and more than 10% over the past week. Yet the headline from Q2 was not collapse; it was scale. Revenue reached CA$27.32 million with gross margin around 59% and adjusted EBITDA margin near 18%, numbers more in line with a company investing for growth than one in free fall. The market now has to decide whether that short term price weakness reflects genuine...
TSX:CF
TSX:CFCapital Markets

Canaccord Genuity Group (TSX:CF) Climbed, But What Is Behind The Latest Attention?

Canaccord Genuity Group (TSX:CF) plans to redeem all of its Cumulative 5-Year Rate Reset First Preferred Shares, Series A, on October 1, 2026, in a cash transaction totaling about CA$113.5 million. Set against this preferred share redemption plan, Canaccord Genuity Group’s common stock has been firming up, with a 1-day share price return of 3.13% and 7-day share price return of 5.03% at CA$14.82. Momentum has generally been positive, reflected in a 90-day share price return of 13.30%, a year...
TSX:VNP
TSX:VNPChemicals

Canadian Export Stocks Investors Are Watching As Trade Support Meets Rising Tariffs

Tariffs between the US and Canada are rising, yet fresh trade support from Ottawa and Export Development Canada is pushing new capital toward exporters that can withstand the pressure. That mix of risk and government-backed liquidity is starting to reshuffle which stocks investors watch most closely. This article walks through three stocks from our Canadian Export-Oriented Industrials and Materials Benefiting from Government Trade Support screener that are closely tied to this story. The...
TSX:LAR
TSX:LARMetals and Mining

Lithium Argentina (TSX:LAR) Recasts Its Story With Ganfeng Deal On A Low P B Multiple

Why Lithium Argentina Stock Is Back in Focus After the Ganfeng Deal Lithium Argentina (TSX:LAR) is on investor watch after finalizing a joint venture and financing package with Ganfeng Lithium that consolidates key Salta Province brine assets into a single large-scale project. The agreements create the Pozuelos Pastos Grandes joint venture, combining Ganfeng’s Pozuelos Pastos Grandes project with Lithium Argentina’s Pastos Grandes and Sal de la Puna assets into one integrated basin wide...
TSX:XNDU
TSX:XNDUSoftware

Xanadu Quantum Technologies (TSX:XNDU) Deepens Quantum Push Into Semiconductor Manufacturing

Xanadu Quantum Technologies (TSX:XNDU) advanced its collaboration with Mitsubishi Chemical to apply quantum computing to next generation semiconductor manufacturing. The partners are working to integrate parameters from Xanadu’s quantum simulations directly into Mitsubishi Chemical’s extreme ultraviolet lithography models. The project is supported by Canadian and Japanese government programs and targets solutions designed to be compatible with future fault tolerant quantum computing. The...
TSXV:EAM
TSXV:EAMMetals and Mining

TSX Penny Stocks Spotlight: Haivision Systems And Two More To Consider

The Canadian market has recently experienced a turbulent period, with rising long-term bond yields impacting investor sentiment and leading to fluctuations in stock prices. Despite these challenges, there are still opportunities for investors who are willing to explore less conventional avenues like penny stocks. Although the term "penny stocks" might seem outdated, these smaller or newer companies can offer a blend of affordability and growth potential, particularly when they possess strong...
TSX:ATRL
TSX:ATRLConstruction

What AtkinsRéalis Group (TSX:ATRL)'s New North Carolina Traffic Operations Contract Means For Shareholders

In August 2026, the North Carolina Department of Transportation announced it had selected AtkinsRéalis Group Inc. to continue supporting the state’s traffic operations and Transportation Systems Management and Operations program under a three-year US$35 million contract covering the Statewide Transportation Operations Center and five regional Traffic Management Centers. This extension deepens a relationship that has been in place since 2012 and underpins recurring work for AtkinsRéalis in...
TSX:GIL
TSX:GILLuxury

3 TSX Stocks Estimated To Be Trading At Discounts Of Up To 49.8%

The Canadian market has been navigating a complex landscape, with rising long-term bond yields impacting investor sentiment and causing fluctuations in stock prices. As the bond market takes center stage, investors are keenly assessing opportunities that arise from these conditions. In this context, identifying undervalued stocks becomes crucial as they may offer potential value amid the current economic environment.
TSXV:COV
TSXV:COVBiotechs

Covalon Technologies And 2 Other TSX Penny Stocks To Consider

The Canadian market has recently experienced fluctuations, with rising long-term bond yields impacting investor sentiment and causing stocks to dip after reaching record highs in August. Amid these shifting conditions, identifying promising investment opportunities requires a keen eye for companies with strong fundamentals. Penny stocks, though an older term, continue to offer intriguing prospects for growth at lower price points by representing smaller or newer companies that may be...
TSX:AAUC
TSX:AAUCMetals and Mining

Allied Gold (TSX:AAUC) Shares Moved, What Is Driving Attention Today?

Allied Gold (TSX:AAUC) has drawn fresh attention after appointing experienced mining finance executive Joanna Pearson as an independent director and switching its external auditor from KPMG LLP to Deloitte LLP in August 2026. Those boardroom and auditor changes come as Allied Gold trades at CA$33.37, with a 30 day share price return of 13.12% and a 7 day share price return of 5.40%. The 1 year total shareholder return of 74.90% suggests momentum has strengthened despite a 90 day share price...