Market Outlook: Record highs fuel focus on AI, power and commodities [BNN Bloomberg (Canada)]
Cameco Corporation (CCJ)
Last cameco corporation earnings: 5/1 07:00 am
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US:NYSE Investor Relations:
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Source: BNN Bloomberg
valuations in parts of technology and shifting global leadership. Momentum has remained strong, particularly in commodity-linked sectors and areas tied indirectly to artificial intelligence, such as power generation and infrastructure. BNN Bloomberg spoke with Shiraz Ahmed, CEO of Sartorial Wealth, about how his quantitative, momentum-driven approach is shaping portfolio positioning, why global diversification has paid off, and where he sees opportunities emerging as the AI theme expands beyond headline technology names. Key Takeaways Canadian stocks continue to show strong momentum following one of their best years in more than a decade, helped by commodities and geopolitical uncertainty. U.S. equities are experiencing higher volatility, but the longer-term trend remains intact despite near-term geopolitical and valuation concerns. The AI trade is highly concentrated, with broader indices appearing flat once major AI names are stripped out, increasing the risk of selective
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CCJ
Earnings
- 11/5/25 - Miss
CCJ
Sec Filings
- 1/7/26 - Form 144
- 1/5/26 - Form 144
- 1/5/26 - Form 144
- CCJ's page on the SEC website