Markets end first half at highs

It’s been a turbulent first half to 2025, but it ended with record highs from the S&P, Nasdaq and especially the TSX. On Monday, the Canadian index rose 146 points to a new high of 26,838 as every sector but energy rallied. Healthcare, materials and telcos led the way.
Major movers: Lundin Gold 6.5%, Torex Gold 4.81%, CAE 3.74%, Energy Fuels 3.83% and NFI Group 3.03%. Gold advanced US$33 to US$3,307 while WTI slipped 0.84% to fall below US$65.
In New York, the S&P advanced 0.52%, the Nasdaq 0.47% and the Dow 0.63%. The U.S. 10-year yield edged up to 4.234% while Bitcoin increased US$260 to US$107,670. Key names included HPE jumping 11.08%, First Solar 8.81%, Apple 2.03%, Palantir 4.27% and Boeing -2.34% after the UK launched a probe to scrutinize Boeing’s Spirit deal. The TSX will be closed on Tuesday for Canada Day.
🥇 Lundin Gold Inc. (LUG-T) +6.5%
🥇 Torex Gold Resources (TXG-T) +4.81%
🚚 CAE Inc (CAE-T) +3.74%
🛢 Energy Fuels Inc. (EFR-T) +3.83%
🚚 New Flyer Industries Inc. (NFI-T) +3.03%
💾 Hewlett Packard Enterprise Co. (HPE-N) +11.08%
🧬 First Solar Inc. (FSLR-Q) +8.81%
🍎 Apple Inc (AAPL-Q) +2.03%
💾 Palantir Technologies (PLTR-Q) +4.27%
🛫 Boeing (BA-N) -2.34%