Canada’s S&P/TSX Composite Index rose 203 points to 36,009 on Tuesday, its highest close in nine sessions. Aecon Group surged more than 8% after winning nearly C$3 billion in contracts tied to the Pickering Nuclear Generating Station Refurbishment Project, while CAE climbed more than 5%. Strength in crude oil and copper supported the market, though weaker precious metals and uncertainty around Canadian potash exports to the U.S. capped gains.

Nvidia guided October-quarter revenue to $108 billion and forecast a 74% gross margin, while setting a 71% gross-margin floor for January—both above key thresholds. The company said the Rubin platform lifts revenue per gigawatt by 60%, supporting a target of 70% revenue growth in fiscal 2028 that it expects to outpace Wall Street forecasts. Risks include $36 billion in guaranteed AI cloud revenue floors, though free cash flow and demand-driven shortages are cited as supports for continued growth confidence.

Meta’s AI agent Muse logged 2.8 million downloads in the 12 days after its release, outpacing ChatGPT’s early performance. Wall Street analysts have pointed to Muse’s monetization potential, with Jefferies estimating that if it reaches 1 billion users by end of 2027 and 3% pay, it could generate $10.8 billion in annualized revenue. Jefferies raised its price target on Meta’s stock to $875.

Moscow Exchange (MOEX), Russia’s largest exchange, has officially launched cryptocurrency perpetual futures. The contracts track $BTC, $ETH, $XRP, $SOL and $TRX. The move marks a large-scale entry of Russia’s traditional financial infrastructure into crypto derivatives, offering local investors a compliant channel to trade.

Samsung India Electronics reported a 36% year-on-year fall in profit to Rs 7,228.10 crore for the financial year ended March 31, 2026, according to a RoC filing. Revenue from operations edged up 1.2% to Rs 1.12 lakh crore. Revenue from its HHP (Hand Held Phones) business, including mobile phones and accessories, declined 1.35% to Rs 81,472.2 crore. Total export revenue fell 5.64% to Rs 41,068.60 crore.

Viking Therapeutics and Roche reported positive weight-loss drug data early Tuesday. Viking shares jumped following the update. Shares of Eli Lilly and Novo Nordisk declined, underscoring shifting expectations about competition in the obesity-drug market.

3 Big Things Today: Wheat futures plunge overnight as Russia explores alternative grain-shipping ports. Export inspections of corn and beans were higher week to week. Flooding is expected in parts of Iowa, Illinois and Missouri over the next few days.

Iran has offered to reopen the Strait of Hormuz if the United States eases military pressure, Reuters reported. After the report, Brent crude fell more than 2% to trade near $98 a barrel. The strait carries about 20 million barrels of oil per day and around one-fifth of global LNG trade. A reopening would ease supply concerns, reduce inflation pressure, weigh on oil prices and support gold.