Dates and location
Pricing
Hours
Dates and location
Pricing
Hours
Description
This course explores the layers along the AI compute stack, ranging from semiconductors, networking providers, memory chip providers, to energy companies and more. The instructor identifies investable Canadian and US stocks at each layer, combined with a current market outlook. Attendees will gain a clear picture of where genuine opportunity exists, where valuations are stretched, and how macro risks like trade policy and interest rates intersect with the AI theme.
Note: Registration for this seminar closes November 18, 2026 at 3:00 p.m. (EDT).
Key Takeaways
- How the AI compute stack is structured and where capital is flowing at each layer
- Key Canadian and US companies positioned to benefit from AI infrastructure growth
- How to separate durable AI investment themes from short-term market hype
- Market risks - interest rates, bond yields, macro headwinds - and their impact on AI stocks
- A framework for evaluating AI-related stocks within a broader portfolio context
Who Will Benefit
How to Access the Course
This course is delivered as a live webinar. To receive verifiable CPD hours, you must attend the session live. We recommend joining at least 5 minutes before the scheduled start time. For the best interactive experience, please use a computer equipped with a camera and microphone.
A reminder email with the Zoom link and course details will be sent two business days before the session. If you do not receive it, please check your spam or junk folder.
The same information, including any available materials, will also be posted in advance on our Blackboard LMS.
Registration, cancellation, withdrawal and all other CPA Ontario PD policies can be found here.
Speaker(s)
Chris White, is Head of Research at 5i Research, leading equity and macroeconomic coverage for a community of Canadian self-directed investors. Chris is a CFA Charterholder with a background in investment analysis, corporate finance, and commercial banking. He translates complex financial data into actionable insights and helps investors understand the intricacies of the market through data-backed research. A regular guest on BNN Bloomberg, he has also appeared on CBC Radio, the Build Wealth Canada Podcast, and the MoneyShow.