Ninepoint Partners LP launched new Canadian single-stock HighShares and CoreShares ETFs, announcing anticipated initial monthly distributions to be paid on May 7, 2026. The ETFs track companies including Constellation Software, Celestica, and Kinross Gold with monthly distribution amounts ranging from $0.04 to $0.21 per share.

AMD is positioned for a potential rebound ahead of Q1 2026 earnings, down 30% from peaks but showing bullish technical setup, strong institutional buying (70%+ ownership), and positive analyst sentiment. The company's MI450 GPUs offer advantages in power efficiency and cost for AI datacenter inference workloads, with potential 200-400% upside if the company captures market share from NVIDIA. Key catalysts include the Helios launch and partnerships like Celestica for scaling deployments, though HBM supply constraints pose a risk.

Celestica announced a strategic partnership with AMD to develop and manufacture networking switches for AMD's 'Helios' rack-scale AI platform based on Open Compute Project standards. The collaboration aims to optimize large-scale AI cluster deployments across cloud and enterprise sectors. Celestica shares rose 4.71% to $275.88 on the news, with the stock trading near 52-week highs despite being 8.8% below its 100-day moving average.

Ninepoint Partners has filed a preliminary prospectus for nine new single-stock ETFs, expanding its HighShares lineup to include U.S. companies like NVIDIA, Tesla, Alphabet, and Intel, alongside Canadian stocks. The firm is also introducing CoreShares ETFs with a competitive 0.29% management fee and monthly income distributions.

Seldon Capital acquired 155,950 shares of Victoria's Secret & Co. (VSCO) worth $8.45 million in Q4 2025, signaling investor confidence in the retailer's turnaround. VSCO stock has surged 93% over the past year, driven by strong Q3 results showing 9% sales growth, expanded gross margins, and raised full-year guidance. The company's improved profitability and full-price selling strategy suggest the rerating could continue if execution holds.

Seldon Capital established a new position in Argentine energy company Pampa Energía, acquiring 142,151 shares valued at $12.58 million, representing 4.36% of the fund's reportable assets. The stock trades at $80.24, flat over the past year and underperforming the S&P 500. The investment signals conviction in Pampa's diversified energy portfolio spanning power generation, oil and gas, and petrochemicals, with the belief that integrated assets could compound if Argentina's energy framework stabilizes.

Pomerantz LLP is investigating potential securities fraud claims against Celestica Inc. following reports that Google may be shifting assembly work for tensor processing units to other suppliers. The news triggered a 6.08% stock price decline on January 22, 2026, raising concerns about Celestica's reduced role in assembling Google's AI servers.

The article highlights two tech stocks positioned for significant growth: IonQ, a quantum computing company with a 12-month price target suggesting 105% upside potential, and Celestica, an electronics manufacturer benefiting from AI data center buildout with potential to double its market cap. Both companies are expected to capitalize on fast-growing markets in 2026.

Chase Investment Counsel acquired 237,532 shares of Clearwater Analytics (CWAN) valued at $5.7 million, representing 1.6% of the fund's AUM. However, the article cautions investors to avoid the stock due to a pending take-private acquisition by Permira and Warburg Pincus at $24.55 per share, which limits upside potential and carries downside risk if the deal fails.

Canadian General Investments (CGI) reported a NAV of $83.73 per share at January 31, 2026, with year-to-date and 12-month NAV returns of 3.8% and 20.0% respectively, outperforming the S&P/TSX Composite Index on a 12-month basis. The company's leverage decreased to 11.5% of net assets, and its portfolio is diversified across sectors with top holdings including Franco-Nevada, NVIDIA, Celestica, and Cameco.

Celestica Inc. announced it will release its fourth quarter 2025 financial results on January 28, 2026, with a conference call on January 29, 2026. The company also introduced its SD6300 Platform designed to deliver maximum storage density for enterprise and AI applications, and announced acceptance of a Normal Course Issuer Bid by the TSX.

Canadian General Investments (CGI) reported a net asset value per share of $80.66 at December 31, 2025, with an 18.1% one-year NAV return (dividends reinvested), underperforming the S&P/TSX Composite Index's 31.7% return. The company's leverage decreased to 11.9% of net assets from 13.8% year-over-year. Share price returned 19.9% annually. Top holdings include Celestica, NVIDIA, Franco-Nevada, Shopify, and First Quantum Minerals, with significant exposure to Information Technology (20.5%) and Industrials (19.6%) sectors.