Weekly Cache

Weekly Investment News and Analysis

Please see what we’ve been reading in technology and ESG related investing this week. Please feel free to send us what you’ve found interesting.

Latest Investment News

December 21, 2025: Mixed Week Ends Bullish For Tech Stocks

Last week, Dow Jones fell 0.7%, S&P 500 was flattish moving up 0.1%, Nasdaq composite gained 0.5%. The end of the week was markedly more bullish for tech stocks. SpaceX discussed potential IPO planning. Cerebras is reportedly preparing to re-file its IPO targeting Q2 2026. OpenAI is in early talks around a ~US$750 billion valuation, and potentially massive funding round. Databricks raised US$4 billion+ at a ~US$134 billion valuation. ByteDance outlined a U.S. TikTok JV framework. ServiceNow is reportedly exploring buying Armis for ~US$7 billion. Coursera agreed to buy Udemy for ~US$950 million in stock. Salesforce is set to acquire Qualified. Oracle’s data-center financing optics mixed with disclosures of substantial forward lease commitments led to some tech volatility in the first half of the week. However, Micron’s latest earnings report provided upside for AI-memory demand. Tesla stock jumped after Elon Musk says it’s testing driverless robotaxis. iRobot, the maker of Roomba filed for bankruptcy filing. Nasdaq seeks to extend trading hours, as Wall Street gears up for a 24/7 move. A major U.S. defense authorization bill will emphasize faster procurement and commercialization pathways. In Canada, BDC unveiled a $4 billion defence technology platform (including $500 million across VC streams). Scale AI has revealed nearly $129 million in fresh financing across 44 new Canadian applied AI projects in what it claims is its largest group of commitments to date. In news pertaining to Sophic Clients, Legend Power launched a LIFE-exempt, non-brokered financing for gross proceeds of ~ $1.3 to $1.7 million. Intermap won a Malaysia DEM/data-services award tied to national flood forecasting, while Indonesia’s World Bank-funded ILASPP Phase 2 decision was pushed two weeks. Intermap withdrew 2025 guidance and introduced initial 2026 guidance of $30–$35 million revenue and 28% EBITDA margin, reflecting milestone timing shifts typical of government procurement. Plurilock signed a two-year ~$2.45 million licensing deal (via a partner) with a Nasdaq-listed semiconductor manufacturer.

Invesment News in the Past Weeks

September 6, 2020

We hope you’re enjoying the long weekend with your loved ones. Many high growth stocks pulled back on Thursday, and Friday to some extent – however, valuations still remain elevated. Interestingly a Financial Times piece on Friday suggested Softbank’s option trading could have been tech stocks higher over the summer.

August 30, 2020

Monday saw the one the highest number of SEC S-1 filings for high profile companies going public as we have seen in nearly fifteen years in capital markets. September, should be a very interesting month!

August 23, 2020

While the Tik-Tok drama continues to unfold, high profile companies including SpaceX, Robinhood, Airbnb, Ant Financial, Palantir move ahead to either raise capital or go public. Palantir also plans to move its headquarters from the Bay Area to Denver, which could aid the trend of tech companies being more widely located, which we believe is a tailwind for the Canadian tech ecosystem. For example, Odyssey Interactive’s founders previously worked in the United States but opted to establish the company in Canada, because of the strong startup ecosystem in Canada.

August 16, 2020

Epic Games and Facebook appear to be pushing back against app store policies, which could have far reaching implications. Several high profile companies are expected to go public this fall & Robinhood is garnering lots of attention (including, gracing the cover of this week’s Barrons).