Core Insights - U.S.-listed cannabis stocks are gaining attention due to potential federal marijuana policy changes, specifically the reclassification of cannabis from Schedule I to Schedule III under the Controlled Substances Act [1][2] - This reclassification could lead to significant federal reforms, easing regulatory pressures, reducing taxes, and attracting institutional capital, which has already resulted in a rally in cannabis equities [2][3] Industry Overview - The potential rollback of Section 280E is a key factor, as it currently prevents cannabis companies from deducting ordinary business expenses, which would improve after-tax profitability and cash flow if reclassified [3] - Better access to banking and capital markets could support valuation expansion for financially disciplined operators [3][4] Company Analysis: Tilray Brands - Tilray Brands (NASDAQ: TLRY) is positioned to benefit from renewed optimism around federal reform, reporting approximately $200 million in revenue, with cannabis contributing nearly half [5] - The company achieved positive adjusted EBITDA of about $13 million and returned to net profitability, ending the quarter with over $400 million in cash and marketable securities [6] - Tilray's valuation is sensitive to regulatory changes, and it serves as a primary entry point for institutional investors, which could lead to accelerated capital inflows upon confirmation of reclassification [7][8] Company Analysis: Canopy Growth - Canopy Growth (NASDAQ: CG) is seen as a leveraged play on U.S. cannabis reform, with a stock rally of over 50% following regulatory news, closing at $1.74 [11] - For Q2 fiscal 2026, Canopy reported approximately $49 million in revenue, with adult-use cannabis revenue increasing by about 30% year-over-year and medical cannabis revenue rising roughly 17% [13] - Although still unprofitable, Canopy's adjusted EBITDA losses are narrowing, and its liquidity position has improved, with cash exceeding total debt by approximately $51 million [14][15]

Fast money trader Tim Seymour. He's behind of course the Amplify Seymour cannabis ETF which surged nearly 55% today. Its best day on record.Such a good day that Tim comes to us in a hoodie. Tim >> in a hoodie. We're talking.Why wouldn't we. Why would I mean the rescheduling that has been something that investors are hoping for. It seems like you get a whiff of it, the stocks go up.You say this is for real this time. Why >> a whiff. No, no pun intended.So I I think it is real. I think it's always been real. ...

Fast money trader Tim Seymour. He's behind of course the Amplify Seymour cannabis ETF which surged nearly 55% today. Its best day on record.Such a good day that Tim comes to us in a hoodie. Tim >> in a hoodie. We're talking.Why wouldn't we. Why would I mean the rescheduling that has been something that investors are hoping for. It seems like you get a whiff of it, the stocks go up.You say this is for real this time. Why >> a whiff. No, no pun intended.So I I think it is real. I think it's always been real. ...

Of course, nothing is official until pen is put to paper. However, industry analysts feel certain it will happen. Trump rescheduling marijuana was not an if, in our assessment, but a when,†Ed Groshans of investment firm Compass Point said. Cannabis stocks soared on Friday following news that U.S. president Donald Trump is expected to sign an executive order as soon as Monday that would ultimately ease federal restrictions on marijuana. The order would essentially reclassify marijuana from a Schedule I subst ...

Cannabis stocks surged Friday in the wake of reports that President Trump is preparing to reclassify marijuana under federal law — a long-awaited shift that investors say could loosen restrictions and revive a battered industry.Traders piled into pot firms on expectations that Trump will move cannabis from Schedule I to Schedule III under the Controlled Substances Act, a step that would treat marijuana as less dangerous and acknowledge it as acceptable for medical use.The rally marked one of the biggest sin ...

Cannabis stocks are soaring on news that President Trump is looking to reschedule cannabis which would mark a major regulatory milestone for the industry. Most investors appear to be targeting the AdvisorShares Pure US CannabisJulian Lin is a financial analyst. He finds undervalued companies with secular growth that appreciate over time. His approach is to look for companies with strong balance sheets and management teams in sectors with long growth runways. Julian is the leader of the investing group Best ...

Big news in the cannabis world and the markets are lighting up. I'm Brandon Gomez at CNBC headquarters and cannabis stocks today are surging. Why.Well, sources are telling me President Donald Trump could sign an executive order as soon as Monday to reclassify cannabis at the federal level. Right now, cannabis is a schedule one drug, same category as heroin. The executive order would drop it to schedule three in the same bucket as steroids and Tylenol with coding.Now, this is big. It means lower taxes, acces ...

Core Insights - IM Cannabis Corp. has appointed Asi Levi as the new Chief Financial Officer, effective immediately, replacing Uri Birenberg [1][3] - Asi Levi brings over 15 years of finance experience, having held CFO roles in various companies and expertise in fundraising, financial planning, and compliance with international financial reporting standards [2] Company Overview - IM Cannabis Corp. is a leading international cannabis company focused on providing premium cannabis products to medical patients in Israel and Germany, which are significant markets for medical cannabis [4] - The company aims for sustainable and profitable growth by leveraging a data-driven approach and a globally sourced product supply chain, while adhering to strict regulatory standards [4] - The IMC ecosystem includes subsidiaries in Israel that import and distribute cannabis, operate retail pharmacies, and manage logistics to ensure quality control and safe delivery of products [5]

Group 1: OKLO and Nuclear Power - Oklo Inc. Class A stock saw over 25% weekly gains after entering an ATM equity distribution agreement to issue up to $1.50 billion in common stock for financing its small modular reactor technology, particularly for AI data centers [1] Group 2: Natural Gas Market - The ProShares Ultra Bloomberg Natural Gas ETF (BOIL) gained more than 22% in the last week as U.S. natural gas prices surged to a three-year high due to intense winter cold and increasing export flows [2] Group 3: Cannabis Industry - The AdvisorShares MSOS Daily Leveraged ETF (MSOX) achieved approximately 21% weekly return, driven by a major acquisition announcement in Europe and positive sentiment regarding potential U.S. federal policy changes in the cannabis sector [3] Group 4: Palantir Technologies - Palantir Technologies' stock price increased significantly, supported by enthusiasm for its AI product suite and strong growth in both government and commercial sectors [4] Group 5: Semiconductor Sector - The Direxion Daily Semiconductor Bull 3x Shares (SOXL) recorded over 12% returns last week, benefiting from AI momentum and a stronger-than-expected decline in inflation expectations [5] Group 6: Quantum Computing - The Defiance Daily Target 2X Long IONQ ETF (IONX) was driven by renewed momentum in the quantum computing sector, with notable commentary from Nobel laureate John Martinis on China's advancements in this field [6] Group 7: Transportation Sector - The Direxion Daily Transportation Bull 3X Shares (TPOR) returned approximately 11.6% last week, fueled by optimism around stabilizing trade policies, improving freight rates, and strong e-commerce demand [7] Group 8: Tesla and AI Chips - The Direxion Daily TSLA Bull 2X Shares (TSLL) featured approximately 11% returns as Tesla's stock jumped following CEO Elon Musk's announcement about plans to manufacture AI chips at unprecedented volumes [8] Group 9: S&P 500 Performance - The Direxion Daily S&P 500 High Beta Bull 3X Shares (HIBL) provided 3x leveraged exposure to high-beta stocks, with the S&P 500 gaining due to investor expectations of an interest rate cut by the Federal Reserve and strong individual stock performances [9] Group 10: South Korean Market - The Direxion MSCI Daily South Korea Bull 3X Shares (KORU) saw significant performance due to global enthusiasm for AI and advanced chips, benefiting major companies like Samsung Electronics and SK Hynix [10]

Market Trend & Policy Analysis - Anticipation of President Trump directing agencies to reclassify marijuana as a Schedule three drug, similar to common painkillers, is driving market activity [2] - The potential reclassification would not legalize marijuana but could allow cannabis companies access to banking services and a different tax status [3] - The President's authority to unilaterally reclassify marijuana is limited, and the order is expected to direct the Department of Justice (DOJ) and the DEA to restart the rulemaking change process [5] - Resistance within the DEA remains a concern, potentially hindering the reclassification process [7][8] Investment Opportunities & Risks - Rescheduling is not legalization and doesn't necessarily lead to increased market share for cannabis companies; the primary impact is on the tax code, potentially reducing the tax rate from 40% to around 10-15% [9] - Legalization has a 30% chance, which would prohibit market share growth and organic growth [10] - Retail sentiment is driving some of the current market activity, as seen in the 30% increase in Canadian pot equities, even though the rescheduling primarily applies to US companies [13] - Rescheduling primarily benefits mom and pop farms, but larger companies are expected to consolidate the industry as regulations improve [15][16] Company Financials & Tax Implications - Tax relief from rescheduling is expected to be available for the 2026 tax season in 2027 [17] - The key financial impact of rescheduling is a change in the tax structure, not necessarily organic market share growth [18]