Cannabis stocks are having an interesting week, thanks to President Donald Trump’s renewed interest in making cannabidiol (CBD) available to seniors via Medicare. The president posted a video Sunday on his Truth Social feed that promoted the health benefits of hemp-derived CBD, saying it can help seniors get more sleep, ease pain, and reduce stress. Marijuana stocks jumped on the news, with Canopy Growth (CGC) rising 18%, Aurora Cannabis (ACB) increasing 25%, Cronos Group (CRON) moving 15% higher, and Til ...

After President Donald Trump posted a video on one of his social media channels in which he presented CBD as an alternative to existing senior healthcare , some cannabis stocksMy primary area of concentration will be on identifying companies of exceptional caliber, with a proven ability to reinvest capital for impressive returns. Targeting those with a market capitalization of less than $10 billion, affords ample opportunities for growth. The ideal scenario is for these companies to demonstrate a long-term ...

Morsa Images/DigitalVision via Getty Images Listen below or on the go on Apple Podcasts and Spotify Cannabis stocks rally after Trump posts video touting CBD use for senior healthcare. (00:25) YouTube (GOOG) (GOOGL) to pay Trump $24.5M for suspending account after Capitol riot. (02:01) McDonald's (MCD) bets on Monopoly game to lure in loyalty members. (03:15) This is an abridged transcript. Cannabis stocks moved sharply higher on Monday after President Trump publicly endorsed the use of cannabidiol ( ...

Core Viewpoint - Cannabis stocks experienced significant gains following President Donald Trump's promotion of a video advocating for the inclusion of cannabidiol (CBD) under Medicare coverage [1][6]. Group 1: Stock Performance - Tilray Brands surged nearly 20% and was up 36% after market open [1]. - Canopy Growth jumped about 20%, while Cronos Group rose 13% [1]. - Aurora Cannabis climbed 13.3%, and Trulieve Cannabis spiked almost 20% [1]. - Green Thumb Industries, Curaleaf Holdings, and Innovative Industrial Properties also saw considerable share price increases [3]. Group 2: Video Promotion and Content - The video produced by The Commonwealth Project features Trump and a narrator advocating for wider access to CBD for seniors [6][9]. - The narrator claims that hemp-derived CBD can significantly improve the quality of life for older adults [7][10]. - The video suggests that CBD can help restore the endocannabinoid system and assist with pain, sleep, and stress [10]. Group 3: Regulatory Context - Trump previously indicated he was considering reclassifying marijuana as a less dangerous substance, although no action has been taken yet [8]. - The timing of the video promotion coincides with Congress deliberating on tightening hemp regulations, with some Republicans advocating for stricter limits on CBD products containing trace amounts of THC [8].

President Donald Trump posted a video on Truth Social on Sunday, promoting the potential health benefits of cannabis. Cannabis stocks lit up on Monday after Trump resurrected hopes for a change in federal drug policy. TLRY stock is on fire. See the real-time price action here. Is Trump Pro-Cannabis? The video, created by The Commonwealth Project, suggested that CBD should be covered under Medicare, calling it “the most important senior health initiative of the century.”It also claimed that CBD could slow th ...

Industry Overview - The Canadian cannabis sector is a focal point for investors as it continues to evolve with expanding operations and long-term growth strategies [1][3] - The U.S. cannabis industry has surpassed $33 billion in annual sales, with projections exceeding $50 billion by 2030, indicating significant global opportunities for Canadian companies [1] - Recent developments in U.S. legalization discussions, including potential federal rescheduling of cannabis, could enhance banking access and reduce tax burdens, fostering optimism for both U.S. and Canadian firms [1][2] Company Summaries Cronos Group (CRON) - Cronos Group focuses on research, development, and global distribution, emphasizing branded products and international medical cannabis opportunities rather than a large U.S. dispensary network [4][7] - The company reported revenue of approximately CAD $33.5 million, a 20% year-over-year increase, but also a net loss of about CAD $38.5 million due to foreign-exchange headwinds and investment costs [7] - Cronos has improved gross margins and maintains a strong liquidity position, allowing for strategic flexibility and potential growth in global medical markets [7] SNDL Inc. (SNDL) - SNDL has established one of the largest retail footprints in Canada, operating over 180 retail locations under various banners, while also pursuing investments in the U.S. market [8][10] - The company reported net revenue of approximately CAD $244.8 million, with a gross profit increase of over 16% and positive operating income of around CAD $5 million for the first time in several years [10] - SNDL's strong cash position of over CAD $200 million and no debt on its balance sheet provide financial stability, while its strategy focuses on expanding its retail network and preparing for cross-border opportunities [10] Aurora Cannabis (ACB) - Aurora Cannabis emphasizes medical cannabis exports and global distribution, serving regulated medical markets in Europe and Australia, while shifting away from low-margin recreational cannabis [11][13] - The company reported total net revenue of about CAD $81 million, reflecting nearly 30% growth year-over-year, with medical cannabis sales increasing over 40% to more than CAD $61 million [13] - Aurora's adjusted gross margins improved to roughly 54%, showcasing higher profitability from its medical and international operations, despite challenges from regulatory shifts and competition [13] Investment Considerations - Investors should monitor the financial performance, operational strategies, and regulatory changes affecting Cronos Group, SNDL, and Aurora Cannabis, as each company presents unique opportunities and risks in the evolving cannabis landscape [14]

Core Insights - Cronos Group Inc. reported $33.5 million in net revenue for Q2 2025, marking a 21% increase year over year driven by strong cannabis flower sales in Israel and international markets, consolidation of Cronos GrowCo, and improved Canadian extract sales [1][3] - Gross profit rose from $8.2 million in Q2 2024 to $14.5 million, while adjusted EBITDA increased by $12.7 million to $1.7 million [1] - Despite revenue growth, Cronos reported a net loss of $38.5 million [1] Financial Performance - Net revenue for Q2 2025: $33.5 million, a 21% increase year over year [1] - Gross profit increased from $8.2 million to $14.5 million [1] - Adjusted EBITDA climbed to $1.7 million from the previous year's figure [1] - Net loss reported at $38.5 million [1] Market Position and Strategy - PEACE NATURALS® remains Israel's leading cannabis brand, contributing to record sales [3] - Planned growth in flower capacity and strong global momentum are expected to address supply limitations in Canada [3] - Flower sales generated approximately $2.2 million for Cronos GrowCo [3] - The company maintains a robust balance sheet with $834 million in cash and no debt, supporting international growth and brand innovation [3]

Core Insights - Cronos Group's stock reached $2.50, nearing its 52-week high of $2.77, driven by hopes of U.S. federal reforms and strong international sales growth [1] - The stock has outperformed the industry, rising 17% over the past year compared to the industry's 4% growth [2] Financial Performance - In Q2 2025, Cronos' total revenues increased by 21% year-over-year to $33.5 million, primarily due to strong international sales in Germany and Israel [5] - Gross margin improved to 43%, nearly doubling from 23% a year ago, while operating expenses decreased by 9% to $19.8 million [7] - Despite revenue growth, the company reported a net loss of $40 million, significantly wider than the $8.8 million loss from the previous year, largely due to unfavorable currency movements and regulatory costs [8][11] Market Position - Cronos holds strong positions in the Canadian market, with the Spinach brand at 2 with a 4.7% market share and Lord Jones leading the hash-infused pre-roll segment with a 28.5% market share [6] - The company has a robust cash balance of $834 million and no debt, allowing for investments in adjacent opportunities, such as an $18.5 million investment in High Tide [9] Competitive Landscape - Cronos faces stiff competition from peers like Curaleaf Holdings and Tilray Brands, both pursuing international expansion and cost optimization [13] - The competitive landscape remains challenging, potentially limiting Cronos' ability to sustain market share gains [14] Analyst Outlook - Loss estimates for 2025 have widened significantly over the past 60 days, despite the recent share price rally [15] - The stock currently carries a Zacks Rank 4 (Sell), indicating limited upside and elevated risk for conservative investors [20]

Group 1 - Cronos Group Inc. (NASDAQ: CRON) stock price increased by 15% on news that President Trump’s administration will consider rescheduling cannabis in the coming weeks [1] - The announcement has implications for Canadian cannabis licensed producers (LPs) and U.S. cannabis Multi-State Operators [1] Group 2 - The article is part of a monthly report on the cannabis industry, highlighting the author's expertise in technical stock analysis, option strategies, small cap strategies, and emerging markets [1]

Core Viewpoint - Cannabis stocks surged on Monday, with Canopy Growth (CGC.US) and Tilray Brands (TLRY.US) rising nearly 20%, Aurora Cannabis (ACB.US) up nearly 13%, and Cronos Group (CRON.US) increasing by nearly 12% due to reports that Trump is considering reclassifying cannabis as a lower-risk substance [1] Group 1 - Canopy Growth (CGC.US) experienced a significant price increase of nearly 20% [1] - Tilray Brands (TLRY.US) also saw a rise of nearly 20% [1] - Aurora Cannabis (ACB.US) rose nearly 13% [1] - Cronos Group (CRON.US) increased by nearly 12% [1] Group 2 - The surge in cannabis stocks is linked to a report from The Wall Street Journal regarding Trump's potential reclassification of cannabis [1]