#CPPIB

📈 Stocks

CPPIB's Graham Sounds Alarm on AI Bubble as Stock Rally Hits Records

May 21, 2026 (45 days ago)

John Graham of CPPIB warns AI-fueled stock valuations risk a bubble as record-breaking rallies outstrip fundamentals, raising concerns of a sharp correction…

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🌐 Macro

Canada Pension Plan’s 7.8% Return Fueled by Stock Rally and Data Center Expansion

May 21, 2026 (45 days ago)

Canada Pension Plan Investment Board’s 7.8% fiscal-year return, driven by public equities and data center investments, lifted assets to C$675 billion, reflecting…

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