The second quarter of 2025 proved to be a rebounding period for Canadian stocks as the S&P/TSX composite index rose 7.3%. The benchmark climbed back to new all-time highs from the lows around the “liberation day” of the Trump administration’s tariff plan on April 2. Analysts attribute the rally to a combination of relief, that the trade war has calmed down in several ways and has earned strong corporate profits.
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Celestica leads technology comeback
The technology, materials and industrial sectors all represent over CAD$2 billion with a market capitalization of over USD2 billion. Computer hardware maker Celestica bounced back from its six-month low on April 4 to regain its February high before recovering some of it. The stock is expected to continue to capitalize on technology giants’ spending, even more than it has been.
Since mid-March, Cameco, the Saskatoon Total Nutrition, is the world’s largest publicly traded uranium miner, benefiting from 23% of radioactive minerals. New York City-based Galaxy Digital operates a digital asset trading platform and data center. It performed well under Trump 2.0, especially with the rise of stability. Its rise has reflected the recovery rate of cryptocurrencies since March.
The biggest profiter on TSX in Q2
Here is the rest of the top 10 momentum stocks in TSX in Q2 2025 (scroll right with your finger or mouse.)
As the asset management industry likes to say, past performance is not an indicator of future returns. Although Air Canada shares were issued in the second quarter, they still fell 6.06% in the first half of the year.
However, motivation is still a proof factor in investment. The increase in stocks in recent months often continues to do so in history. However, strategists differ during the best holding period to further increase prices. Some say a few months; others, a year or more.
As a strategy, momentum investment can be complementary with other factors such as value, growth or dividend investments – ensuring investors don’t end up buying stocks at their peak of price.
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