Qualcomm and Arm Stocks Drop. The Memory Crunch Is the Problem.

Here is how BorgWarner (BWA) and Strattec Security (STRT) have performed compared to their sector so far this year.

I evaluate iShares MSCI Canada ETF, focused on large and mid-cap Canadian equities. EWC has delivered strong performance since my mid-2025 Buy rating, validating my non-US exposure thesis. The EWC ETF remains a core vehicle for Canadian equity allocation in a diversified portfolio.

Here is how Brainsway Ltd. Sponsored ADR (BWAY) and CG Oncology, Inc. (CGON) have performed compared to their sector so far this year.