BMO has appointed Rahim Bapoo to lead its global critical minerals strategy and help expand the investment bank’s presence in Florida to meet growing client demand across the value chain

BMO Global Asset Management’s Earl Davis said he sees the 30-year US Treasury yield crossing 6% as “inevitable” — and likely within October — as bond-market volatility creates a cycle driving rates higher

BMO Capital Upgrades $FSLR to Outperform, PT $263 Analyst comments: "We think the ~16% post-Section 232 selloff has overshot to the downside. The tariff/MIP framework should lift U.S. module ASPs toward $0.43-$0.44/watt, giving a sold-out FSLR a multi-quarter window to book 2029+ volumes at better prices, even as margin headwinds persist into 2027. Our illustrative assumptions show Tesla’s required ASP sits at or above our conservative $0.38 assumption through its ramp, suggesting Crystal Sun is a back-half-of-the-decade risk. At ~8.6x 2029E EV/EBITDA excluding PTC, FSLR is the least expensive solar OEM in our coverage." Analyst: Ameet Thakkar

Earl Davis of BMO Global Asset Management explains the factors that make TIPS (Treasury Inflation Protected Securities) “the perfect hedge” to earnings and capex uncertainty in the artificial intelligence trade

John Uhren at @BMO discusses the shift from climate mitigation to resilience and adaptation as businesses and investors look to address the growing impacts of climate change. Full episode recorded in partnership with @Kyndryl at @Sibos Miami 2026:

$OKTA | BMO Capital 𝗺𝗮𝗶𝗻𝘁𝗮𝗶𝗻𝘀 𝗢𝘂𝘁𝗽𝗲𝗿𝗳𝗼𝗿𝗺 on 𝗢𝗸𝘁𝗮, 𝗜𝗻𝗰., raises PT to $𝟮𝟯𝟬 from $𝟭𝟴𝟳 Analyst sees an expanding identity TAM and Okta's AI portfolio driving additive growth, share gains, and new-logo wins.