Big Tech posted another strong quarter but the real story is the spending. Simon breaks down earnings from Amazon, Alphabet, Microsoft and Meta and what that signals for the next phase of the AI cycle and where the risks and opportunities actually are.

Then Simon shifts to the Canadian federal budget: rising deficits, shifting priorities, and why the real investment takeaway might be in critical minerals, energy security, and defence supply chains. Plus a quick look at Canadian stablecoins and what they could really mean for the financial system.

Tickers of stocks discussed: AMZN, MSFT, GOOGL, META, TECK.B, FM, NEO, CCO, CAE, MDA

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