The Latest Breaking News from BCA Research

Nvidia Isn't the AI Bottleneck Anymore: These 5 Utility Stocks Are the New Trade

The biggest constraint on artificial intelligence may no longer be chips. It may be electricity.

Benzinga · Aug 11

World Cup 2026: Market analysts who called it twice have picked a new winner

Canadian investment research firm BCA Research has applied the same statistical rigour it uses to analyse global markets to predict the outcome of the 2026 FIFA World Cup, which kicks off on Thursday in Mexico City.

Euronews · Jun 10

'Why Are Stocks Falling?': Top Analyst Issues Bombshell Warning As Volatility Hits Wall Street

Peter Berezin, Chief Global Strategist at BCA Research, said in a post on X late Thursday, that major cloud and AI infrastructure providers, also known as hyperscalers, could be carrying more than $2.5 trillion in AI assets by 2030.

Benzinga · Nov 21, 2025

Which countries will lose the most if tensions reignite around Iran?

Russia could benefit from an escalating situation in the Middle East, while China and Europe would see their economies suffer if the ceasefire between Iran and Israel fails to hold.

Euronews · Jun 25, 2025

JD Vance may be right and wrong about the Suez Canal and Europe

Attacks on tankers or, worse, a wider conflict in the Arabian Peninsula, could spur stagflation.

Fortune · Mar 26, 2025

The AI revolution is coming. Invest in $10,000 handbags

Analysis shows LVMH, Dior, Hermès and Gucci owner Kering have consistently outperformed Amazon, Google and Apple

The Guardian - UK · Oct 11, 2023

The strategist who called a recession after the regional banking crisis says it already happened and nobody noticed

The catch is it's global. The heated debate about a U.S. recession is a moot point. The much bigger story is that a typical world recession has likely already started."

Fortune · Jul 6, 2023