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Stock impact report

Bruce Murray's Top Picks for November 11, 2025 [BNN Bloomberg (Canada)]

Adeia Inc. (ADEA) 
Company Research Source: BNN Bloomberg
MARKET OUTLOOK: It's been a wonderful year for equity investors; our global equity fund has enjoyed a 27.6 per cent return to the end of October. U.S. President Donald Trump's tariffs while creating significant difficulty for some industries did not cause the global dislocation feared and within the U.S.A. with imports being a small part of the overall economy ( In the meantime, the stock markets remain fueled by the race to be the leader in Artificial Intelligence (AI) . We remain convinced that AI will be the stock markets' key focus for the next several years as successful cellphone and leading internet applications were for the last decade. With this I refer to Google, Facebook, and Apple as leading examples. The power needed to run AI will lead to a multiyear boon for equipment supplier and utility operators. We hold Canadian based, equipment supplier Hammond Power Solutions in our global growth fund . As gas will likely be the easiest early source of energy, Alberta sho Show less Read more
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