Key Takeaways CRON agreed to buy CanAdelaar, gaining a leading position in the Netherlands' regulated adult-use market.Village Farms exited fresh produce, fueling 758% year-over-year growth in Q3 medical cannabis export sales.TLRY is expanding European medical cannabis while using beverages to offset volatility in core operations.2025 shaped up to be a breakthrough year for the cannabis industry. After years of muted growth and battered stock prices, the sector finally began showing signs of life as long-aw ...

Key Takeaways GTBIF has rallied nearly 35% in a month after an executive order to move marijuana to Schedule III.Rescheduling could ease IRS 280E, thereby improving profitability and net income visibility for GTBIF.Green Thumb faces pricing pressure as Q3 comps fell 7% and gross margin dropped 200 basis points to 49.4%.Shares of Green Thumb Industries (GTBIF) soared nearly 35% in the past month, all thanks to an executive order signed by President Trump directing federal agencies to reschedule marijuana at ...

watch nowPresident Donald Trump's move Thursday to sign an executive order easing federal restrictions on marijuana — and clearing the way for a Medicare pilot program covering CBD — caps a coordinated, yearlong push by the cannabis industry that combined traditional lobbying, sizable political donations, data-driven messaging and direct outreach to the president's inner circle, industry insiders told CNBC.Despite long-standing GOP opposition to loosening drug laws — including a small wave of bills from law ...

Core Insights - President Trump signed an executive order to expedite the rescheduling of marijuana at the federal level, potentially reshaping the regulatory framework and recognizing its medical use [1][11] Executive Order Details - The executive order directs federal agencies to reclassify marijuana from Schedule I to Schedule III of the Controlled Substances Act (CSA) [2][11] - An executive order does not create new laws but instructs federal agencies to implement policy changes consistent with existing laws [3] Current Classification and Implications - Marijuana is currently classified as Schedule I, alongside substances like heroin, which are deemed to have no accepted medical use [4] - Reclassifying marijuana to Schedule III would align it with drugs recognized for medical use, such as ketamine and testosterone, which have a lower abuse risk [4] Medical Use and CBD Developments - The order emphasizes marijuana's legitimate medicinal uses, particularly as an alternative to opioid painkillers, while clarifying it does not legalize recreational use [5][11] - The executive order may also allow certain CBD-based products to be eligible for Medicare coverage by April 2026 if prescribed by a physician [5] Industry Impact - The executive order is seen as a significant regulatory milestone for the cannabis sector, which has long sought to remove marijuana from Schedule I [7] - Moving to Schedule III could alleviate tax burdens, improve profitability by eliminating IRS Rule 280E, and enhance research access and industry credibility [8] Cautionary Notes - Experts caution that the executive order may not be as transformative as anticipated, as it does not legalize marijuana federally or resolve state-federal law conflicts [9] - Access under Schedule III would remain strictly medical and prescription-based, with no pathway for recreational legalization or unrestricted sales [9] Market Reaction - The announcement has sparked renewed investor enthusiasm, with notable gains in cannabis stocks such as Tilray Brands, Canopy Growth Corporation, and Curaleaf Holdings [12] Future Considerations - The ultimate impact of the executive order will depend on the speed of agency actions, regulatory implementation, and Congressional follow-through, which has historically been inconsistent [13]

Core Viewpoint - President Donald Trump's executive order marks a significant shift in federal cannabis policy, directing federal agencies to loosen regulations on marijuana [1] Regulatory Changes - The order instructs U.S. Attorney General Pam Bondi to expedite the rescheduling of marijuana to Schedule III under the Controlled Substances Act, aligning it with common painkillers but not fully legalizing it [2] - Marijuana's current classification as a Schedule I substance has limited research opportunities, and reclassification aims to enhance studies on safety and effectiveness, particularly for vulnerable populations [4] Access to CBD Products - The order outlines steps to improve access to hemp-derived cannabinoid products, especially cannabidiol (CBD), which currently lacks a clear regulatory pathway through the FDA [5] - It directs the White House Deputy Chief of Staff to collaborate with Congress to expand access to full-spectrum CBD products while restricting those posing health risks [6] Political Reactions - Senate Minority Leader Chuck Schumer supports the order, viewing it as a positive step, but emphasizes the need for further decriminalization and easing banking regulations for the cannabis industry [7] - Conversely, some Republican senators, including Ted Budd, criticize the order as shortsighted and potentially harmful to youth [7][8] Market Reactions - Cannabis stocks initially surged following the announcement but retreated by the close, attributed to the lack of expected cannabis banking provisions in the order [9] - Despite the retreat, major cannabis stocks have seen significant gains throughout the month in anticipation of the executive order [11]

With the stroke of his pen on Thursday afternoon, President Donald Trump directed federal officials to reclassify marijuana, loosening restrictions on the drug by signing an executive order in the name of driving medical research. “This reclassification order will make it far easier to conduct marijuana-related medical research, allowing us to study benefits, potential dangers and future treatments,” Trump told reporters in the Oval Office. (1) “It’s going to have a tremendously positive impact.” Must R ...

Core Viewpoint - The Trump administration is considering reclassifying marijuana from a Schedule I drug to a Schedule III drug, which would reduce restrictions and potentially enhance research opportunities in the cannabis industry [1][2]. Group 1: Market Performance - Shares of cannabis companies have seen significant increases following the news of potential reclassification, with notable jumps in stock prices since the announcement [3]. - Specific companies such as Tilray Brands Inc., Cresco Labs Inc., Canopy Growth Corp., Curaleaf Holdings Inc., and Trulieve Cannabis Corp. are highlighted as experiencing substantial stock performance improvements [4]. - For example, one company reported a five-day growth of 123.11% and a closing increase of 34.93% on Tuesday [5]. Group 2: Regulatory Context - Currently, marijuana is classified as a Schedule I drug, indicating it has no accepted medical use and a high potential for abuse, alongside substances like heroin and LSD [7]. - In contrast, Schedule III drugs, which include substances like anabolic steroids and ketamine, are considered to have a moderate to low potential for dependence [8]. - Reclassifying marijuana would not change its federal legality but would position it as less dangerous than Schedule II drugs, which include substances like cocaine and fentanyl [8]. Group 3: Historical Context - Despite the recent stock performance, cannabis stocks remain significantly lower than their highs in early 2021, during a peak period of excitement for marijuana reform [6].

Core Viewpoint - President Trump is considering reclassifying marijuana from a Schedule I to a Schedule III drug, which could significantly impact the cannabis industry and research opportunities [1][6][10]. Industry Impact - Reclassifying marijuana as a Schedule III drug would ease the buying and selling of cannabis, potentially increasing profitability for the cannabis industry [6][7]. - The reclassification would lower barriers to research, allowing for more extensive studies on marijuana [2][6]. - Cannabis stocks surged following reports of Trump's consideration to ease federal restrictions on marijuana [9][12]. Legislative Context - The Biden administration had previously pursued reclassification but did not implement changes before Trump left office [15]. - Various bills have been introduced in Congress to lower marijuana's classification or decriminalize it, but none have been signed into law [15]. Public Sentiment and Political Commentary - Senator Ron Wyden criticized Trump for misleading the public regarding the legality of marijuana, emphasizing that reclassification does not equate to decriminalization [10][11].

President Donald Trump told reporters on Monday he is weighing an executive order to reclassify marijuana as a Schedule III substance. The potential action could transform the cannabis market, reduce legal punishments and allow for easier scientific research.TLRY stock is moving. See the chart and price action here. “We are looking at that very strongly,” Trump said in response to reports that he is looking at directing agencies to treat marijuana as a Schedule III drug.Read Next: Elon Musk Prepares SpaceX ...

Core Point - President Donald Trump is considering signing an executive order to reclassify marijuana as a less dangerous drug [1] Group 1 - The potential reclassification of marijuana could impact its legal status and accessibility [1] - This move may influence the cannabis industry, potentially leading to increased investment and market growth [1] - The decision reflects a shift in the government's approach to drug policy, which could have broader implications for public health and safety [1]