Canadians Invest $90 Billion in U.S. Stocks Like NVDA, MSFT, and META Amid Political Strains
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Aug 25 2025
0mins
Should l Buy NVDA?
Source: TipRanks
Canadian Sentiment Towards U.S. Trade: President Trump's tariffs and threats have led many Canadians to avoid American travel and products, yet they are investing heavily in U.S. stocks.
Investment Trends: In 2025, Canadian investors have purchased C$124 billion ($89.7 billion U.S.) in American equities, marking a significant trend towards U.S. investments amid ongoing trade tensions.
Technology Sector Focus: Canadian investors are particularly drawn to mega-cap technology stocks like Nvidia, Microsoft, and Meta Platforms, influenced by the excitement around artificial intelligence.
Market Performance Comparison: Despite the Toronto Stock Exchange outperforming the S&P 500 (15% vs. 10%), Canadian investors continue to favor U.S. stocks, indicating a disconnect between sentiment and investment choices.
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Analyst Views on NVDA
Wall Street analysts forecast NVDA stock price to rise
41 Analyst Rating
39 Buy
1 Hold
1 Sell
Strong Buy
Current: 186.940
Low
200.00
Averages
264.97
High
352.00
Current: 186.940
Low
200.00
Averages
264.97
High
352.00
About NVDA
NVIDIA Corporation is a full-stack computing infrastructure company. The Company is engaged in accelerated computing to help solve the challenging computational problems. The Company’s segments include Compute & Networking and Graphics. The Compute & Networking segment includes its Data Center accelerated computing platforms and artificial intelligence (AI) solutions and software; networking; automotive platforms and autonomous and electric vehicle solutions; Jetson for robotics and other embedded platforms, and DGX Cloud computing services. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, and solutions for gaming platforms; Quadro/NVIDIA RTX GPUs for enterprise workstation graphics; virtual GPU software for cloud-based visual and virtual computing; automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating industrial AI and digital twin applications.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Nvidia's Earnings Report to Signal Market Direction
- Market Concentration Analysis: RBC Wealth Management's Rob Sluymer highlights that the concentration of mega-cap tech stocks has significantly increased over the past few years, leading to investors being overweight in these stocks, which have now declined about 7% year-to-date.
- Nvidia Earnings Preview: Nvidia is set to report its fourth-quarter earnings on February 25, and Sluymer believes this will serve as a crucial market indicator; if the results fall short of expectations, it could trigger a larger correction in tech stocks.
- Investor Sentiment Shift: As attention on tech stocks rises, Sluymer notes that some funds are rotating out of these high-valuation stocks into other sectors, a typical behavior in times of high market concentration.
- Future Market Outlook: Should Nvidia's earnings report disappoint, it may lead to a decline in market confidence in tech stocks, potentially resulting in a broader market correction that could impact overall investment strategies.
See More
Nvidia Poised for Strong GPU Sales in China Again
- Massive Market Opportunity: Nvidia has negotiated a deal with the U.S. government to resume GPU sales to China, with CEO Jensen Huang estimating the Chinese market could generate up to $50 billion annually, significantly boosting the company's performance.
- Sales Recovery Expectations: Before the ban, Nvidia projected $8 billion in sales from China for Q2 FY 2025; if sales return to similar levels, GPU sales could exceed $30 billion, presenting substantial growth potential.
- Revenue Growth Forecast: Wall Street anticipates Nvidia's revenue will reach $326 billion for FY 2027, but given the surge in AI computing spending, actual revenue could hit $350 billion, further enhancing market confidence.
- Strong Profitability: If Nvidia achieves $350 billion in revenue while maintaining a 56% profit margin, it could generate $196 billion in profits, and with a reasonable 40x earnings valuation, the stock price could rise to $322, indicating a compelling investment opportunity.
See More
Alphabet's Surge in AI Spending Boosts Nvidia and Broadcom
- Capital Expenditure Outlook: Alphabet's projected capital expenditures for 2026 are between $175 billion and $185 billion, indicating a sustained increase in AI spending that will significantly benefit companies like Nvidia and Broadcom.
- Enhanced Internal Computing: Alphabet's use of TPUs to support its in-house generative AI model, Gemini, and Google DeepMind not only boosts internal computing efficiency but also strengthens its partnership with Broadcom, enhancing growth prospects for both companies.
- Cloud Platform Utilization: Google Cloud's use of TPUs for external clients suggests that while customers may hesitate to fully commit to Google's hardware, Nvidia's GPUs will still play a crucial role in the projected $175 billion to $185 billion spending, potentially increasing its market share.
- Growth Expectations Comparison: While Alphabet reported an 18% year-over-year revenue increase, Broadcom and Nvidia are expected to achieve 28% and 61% growth in their first quarters, respectively, highlighting their strong performance in the AI sector and boosting investor confidence in these stocks.
See More
U.S. Secretary of State Reaffirms Support for Europe at Munich Security Conference
- Reaffirmation of U.S.-Europe Relations: U.S. Secretary of State Marco Rubio emphasized at the Munich Security Conference that “we want Europe to be strong,” indicating a commitment to repairing relations and enhancing cooperation on security and economic fronts.
- Inflation Data Decline: The U.S. consumer price index rose 2.4% year-on-year in January, down from 2.7% in December, with core CPI at 2.5%, the lowest since April 2021, suggesting that if this trend continues, it could pave the way for lower interest rates and positively impact markets.
- Japan's Economic Recovery: Japan's GDP grew by 0.1% in the fourth quarter, missing the expected 0.4% but reversing a 0.7% contraction in the previous quarter, indicating potential for economic recovery and avoiding a technical recession.
- Surge in Cryptocurrency Crime: Cryptocurrency payments linked to suspected human trafficking surged by 85% in 2025, highlighting the expansion of a criminal ecosystem in Southeast Asia, which may prompt regulatory scrutiny and responses.
See More
Uber Plans to Expand Delivery Operations in Europe
- Market Expansion Plan: Uber is set to enter seven additional European countries, including Austria, Denmark, Finland, and Norway, by 2026, aiming to generate an additional $1 billion in gross bookings over three years, significantly enhancing its competitive position in the European market.
- Competitor Analysis: Uber's expansion will compete directly with Finland's Wolt, which was acquired by DoorDash in 2022, making this move not only a battle for market share but also a strategic positioning amid a wave of consolidation in the European food delivery sector.
- Acquisition Strategy: Recently, Uber announced plans to acquire Getir's food delivery business in Türkiye, which will enhance its ability to meet restaurant demand and leverage global technology to improve service efficiency, further solidifying its market position.
- Automation Services: Uber also plans to automate its delivery services using drones and robots, which will not only increase operational efficiency but also provide faster service responses in a competitive market, thereby enhancing customer satisfaction.
See More
Micron Technology's Rise in AI Infrastructure
- Surging Market Demand: Micron Technology's revenue for Q1 of fiscal 2026 surged 57% year-over-year to $13.6 billion, with 79% derived from DRAM, highlighting the immense potential of the AI market.
- Strategic Shift: After exiting the consumer PC market last year, Micron has focused on AI memory needs, indicating its commitment to future market opportunities and enhancing its competitiveness in the AI hardware sector.
- Investment Expansion: Micron broke ground on a $100 billion semiconductor factory in New York, expected to create over 9,000 jobs and become the largest semiconductor factory in the U.S., further solidifying its market leadership.
- Strong Financial Performance: With a gross margin of 56.8%, operating margin of 32.5%, and net margin of 28.15%, Micron's forward P/E ratio of 10.57 and PEG ratio of 1.12 indicate its attractiveness and growth potential in the AI hardware market.
See More
Nvidia's Earnings Report to Signal Market Direction
- Market Concentration Analysis: RBC Wealth Management's Rob Sluymer highlights that the concentration of mega-cap tech stocks has significantly increased over the past few years, leading to investors being overweight in these stocks, which have now declined about 7% year-to-date.
- Nvidia Earnings Preview: Nvidia is set to report its fourth-quarter earnings on February 25, and Sluymer believes this will serve as a crucial market indicator; if the results fall short of expectations, it could trigger a larger correction in tech stocks.
- Investor Sentiment Shift: As attention on tech stocks rises, Sluymer notes that some funds are rotating out of these high-valuation stocks into other sectors, a typical behavior in times of high market concentration.
- Future Market Outlook: Should Nvidia's earnings report disappoint, it may lead to a decline in market confidence in tech stocks, potentially resulting in a broader market correction that could impact overall investment strategies.
See More
Nvidia Poised for Strong GPU Sales in China Again
- Massive Market Opportunity: Nvidia has negotiated a deal with the U.S. government to resume GPU sales to China, with CEO Jensen Huang estimating the Chinese market could generate up to $50 billion annually, significantly boosting the company's performance.
- Sales Recovery Expectations: Before the ban, Nvidia projected $8 billion in sales from China for Q2 FY 2025; if sales return to similar levels, GPU sales could exceed $30 billion, presenting substantial growth potential.
- Revenue Growth Forecast: Wall Street anticipates Nvidia's revenue will reach $326 billion for FY 2027, but given the surge in AI computing spending, actual revenue could hit $350 billion, further enhancing market confidence.
- Strong Profitability: If Nvidia achieves $350 billion in revenue while maintaining a 56% profit margin, it could generate $196 billion in profits, and with a reasonable 40x earnings valuation, the stock price could rise to $322, indicating a compelling investment opportunity.
See More
Alphabet's Surge in AI Spending Boosts Nvidia and Broadcom
- Capital Expenditure Outlook: Alphabet's projected capital expenditures for 2026 are between $175 billion and $185 billion, indicating a sustained increase in AI spending that will significantly benefit companies like Nvidia and Broadcom.
- Enhanced Internal Computing: Alphabet's use of TPUs to support its in-house generative AI model, Gemini, and Google DeepMind not only boosts internal computing efficiency but also strengthens its partnership with Broadcom, enhancing growth prospects for both companies.
- Cloud Platform Utilization: Google Cloud's use of TPUs for external clients suggests that while customers may hesitate to fully commit to Google's hardware, Nvidia's GPUs will still play a crucial role in the projected $175 billion to $185 billion spending, potentially increasing its market share.
- Growth Expectations Comparison: While Alphabet reported an 18% year-over-year revenue increase, Broadcom and Nvidia are expected to achieve 28% and 61% growth in their first quarters, respectively, highlighting their strong performance in the AI sector and boosting investor confidence in these stocks.
See More
U.S. Secretary of State Reaffirms Support for Europe at Munich Security Conference
- Reaffirmation of U.S.-Europe Relations: U.S. Secretary of State Marco Rubio emphasized at the Munich Security Conference that “we want Europe to be strong,” indicating a commitment to repairing relations and enhancing cooperation on security and economic fronts.
- Inflation Data Decline: The U.S. consumer price index rose 2.4% year-on-year in January, down from 2.7% in December, with core CPI at 2.5%, the lowest since April 2021, suggesting that if this trend continues, it could pave the way for lower interest rates and positively impact markets.
- Japan's Economic Recovery: Japan's GDP grew by 0.1% in the fourth quarter, missing the expected 0.4% but reversing a 0.7% contraction in the previous quarter, indicating potential for economic recovery and avoiding a technical recession.
- Surge in Cryptocurrency Crime: Cryptocurrency payments linked to suspected human trafficking surged by 85% in 2025, highlighting the expansion of a criminal ecosystem in Southeast Asia, which may prompt regulatory scrutiny and responses.
See More
Uber Plans to Expand Delivery Operations in Europe
- Market Expansion Plan: Uber is set to enter seven additional European countries, including Austria, Denmark, Finland, and Norway, by 2026, aiming to generate an additional $1 billion in gross bookings over three years, significantly enhancing its competitive position in the European market.
- Competitor Analysis: Uber's expansion will compete directly with Finland's Wolt, which was acquired by DoorDash in 2022, making this move not only a battle for market share but also a strategic positioning amid a wave of consolidation in the European food delivery sector.
- Acquisition Strategy: Recently, Uber announced plans to acquire Getir's food delivery business in Türkiye, which will enhance its ability to meet restaurant demand and leverage global technology to improve service efficiency, further solidifying its market position.
- Automation Services: Uber also plans to automate its delivery services using drones and robots, which will not only increase operational efficiency but also provide faster service responses in a competitive market, thereby enhancing customer satisfaction.
See More
Micron Technology's Rise in AI Infrastructure
- Surging Market Demand: Micron Technology's revenue for Q1 of fiscal 2026 surged 57% year-over-year to $13.6 billion, with 79% derived from DRAM, highlighting the immense potential of the AI market.
- Strategic Shift: After exiting the consumer PC market last year, Micron has focused on AI memory needs, indicating its commitment to future market opportunities and enhancing its competitiveness in the AI hardware sector.
- Investment Expansion: Micron broke ground on a $100 billion semiconductor factory in New York, expected to create over 9,000 jobs and become the largest semiconductor factory in the U.S., further solidifying its market leadership.
- Strong Financial Performance: With a gross margin of 56.8%, operating margin of 32.5%, and net margin of 28.15%, Micron's forward P/E ratio of 10.57 and PEG ratio of 1.12 indicate its attractiveness and growth potential in the AI hardware market.
See More
