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Stock impact report

Brianne Gardner's Top Picks for Nov. 28, 2025 [BNN Bloomberg (Canada)]

Constellation Energy Corporation - When-Issued (CEG) 
Company Research Source: BNN Bloomberg
Focus: Canadian & U.S. large caps Top picks: Constellation Energy, Microsoft, Boston Scientific MARKET OUTLOOK: As we approach year-end, stock markets are still sending mixed signals, making it tough to pin down a clear narrative. Growth has cooled, inflation is easing, and sentiment swings with every data release. Even so, investors are shifting from debating outcomes to preparing for a range of scenarios. And based on earnings resilience, steady spending, and policy support, we remain cautiously optimistic about the road ahead. In the U.S., attention is moving from rates to what matters for 2025: the quality and durability of earnings. A big part of that conversation is the growing scrutiny around revenue circularity, especially in the AI and cloud ecosystem. Investors want to know how much growth true end-user demand versus companies is buying from each other. That discipline is healthy. It rewards firms with real customer expansion, diversified revenue, and improving ma Show less Read more
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