Core Viewpoint - Tilray Brands is showing signs of recovery after a significant decline in market value over the past five years, with recent positive momentum attributed to regulatory changes and a favorable quarterly update [1][2]. Financial Performance - Tilray reported a record revenue of $218 million for the second quarter of fiscal year 2026, exceeding analyst expectations, although year-over-year growth was only 3% [3]. - The company's gross margin decreased to 26% from 29%, but it reported a narrower net loss of $43.5 million compared to a loss of $85.3 million in the same quarter last year [4]. Regulatory Developments - Positive regulatory changes in the U.S. cannabis market, including the reclassification of cannabis as a Schedule 3 substance, are expected to provide significant opportunities for Tilray [4][6]. - The reclassification allows for easier access to financial services, more medical research into marijuana, and the ability to deduct normal business expenses [6]. Market Expansion - Following the regulatory changes, Tilray is expanding its medical cannabis operations in the U.S. through the launch of Tilray Medical USA, aiming to broaden its portfolio and reach more patients [7].

Core Viewpoint - Organigram Global Inc (NASDAQ: OGI) shares are experiencing a significant increase due to renewed optimism in the cannabis sector following a social media post from former President Donald Trump promoting the health benefits of cannabis and hinting at potential changes in federal drug policy [1][2]. Company Overview - Organigram is a major Canadian cannabis producer with a diverse portfolio of recreational cannabis brands, including SHRED, Edison Cannabis Co., and Trailblazer [2]. - The company has expanded its e-commerce platform for hemp-derived THC beverages into 25 U.S. states, enhancing its market access and potential for growth [2]. Market Performance - As of the publication time, Organigram shares were up 15.09%, trading at $1.94 [3].