Stock Markets July 27, 2026 04:30 PM

Canadian equities climb as S&P/TSX Composite sets new record; tech and consumer stocks lead gains

Shopify posts double-digit jump while oil retreats sharply and volatility eases

By Jordan Park
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SHOP TRI

The S&P/TSX Composite closed higher on Monday, rising 0.56% to a record high as Information Technology, Consumer Discretionary and Consumer Staples stocks outperformed. Shopify was the session's top gainer, while several industrial and equipment names posted notable declines. Commodities were mixed, with gold edging up and crude oil tumbling, and the S&P/TSX 60 VIX eased.

Canadian equities climb as S&P/TSX Composite sets new record; tech and consumer stocks lead gains
SHOP TRI
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Key Points

  • S&P/TSX Composite rose 0.56% and closed at a new all-time high, led by gains in Information Technology, Consumer Discretionary and Consumer Staples.
  • Shopify (SHOP), Thomson Reuters (TRI) and WSP Global (WSP) were the strongest performers, while Badger Infrastructure (BDGI), Finning International (FTT) and Toromont Industries (TIH) posted the largest declines.
  • Commodities diverged: gold futures ticked up, while crude oil (September contract) and Brent (October contract) fell sharply; S&P/TSX 60 VIX decreased to 14.71.

Canadian equity markets finished the trading day in positive territory on Monday, with the S&P/TSX Composite advancing 0.56% to reach a fresh all-time high. Strength in Information Technology, Consumer Discretionary and Consumer Staples sectors underpinned the move higher.

At the close in Toronto, Shopify Inc (TSX:SHOP) was the leading winner on the S&P/TSX Composite, rallying 11.64% — a gain of 18.68 points — to finish at 179.14. Thomson Reuters Corp (TSX:TRI) followed with an 8.57% rise, up 10.89 points to 137.93, while WSP Global Inc (TSX:WSP) added 6.97%, or 11.23 points, to end the session at 172.37.

On the downside, Badger Infrastructure Solutions Ltd (TSX:BDGI) recorded the largest decline among major movers, slipping 8.44% or 8.30 points to close at 90.07. Finning International Inc. (TSX:FTT) fell 7.51%, or 8.10 points, to finish at 99.80, and Toromont Industries Ltd. (TSX:TIH) declined 6.71%, down 15.14 points to 210.63.

Market breadth favored advancers. On the Toronto Stock Exchange, 574 issues advanced versus 399 that declined, while 73 names finished unchanged.

Volatility metrics eased on the day. The S&P/TSX 60 VIX, a gauge of implied volatility for options on the S&P/TSX Composite, fell 1.14% to 14.71.

Commodities showed divergent moves during the session. Gold futures for August delivery rose 0.24%, gaining 9.75 to trade at 4,080.55 a troy ounce. In energy markets, crude oil for September delivery dropped 8.32% or 7.43 to $81.88 a barrel, while the October Brent contract fell 6.96% or 6.38 to $85.30 a barrel.

On the currency front, CAD/USD was unchanged at 0.71, reflecting a 0.21% move reported for the session, while CAD/EUR was unchanged at 0.62, reflecting a 0.23% move. The US Dollar Index Futures was slightly higher, up 0.06% at 101.36.


Market snapshot:

  • S&P/TSX Composite: +0.56%, new record close
  • Top gainers: SHOP +11.64%, TRI +8.57%, WSP +6.97%
  • Top decliners: BDGI -8.44%, FTT -7.51%, TIH -6.71%
  • S&P/TSX 60 VIX: -1.14% to 14.71
  • Gold (Aug): +0.24% to 4,080.55 per troy ounce
  • Crude oil (Sep): -8.32% to 81.88 per barrel; Brent (Oct): -6.96% to 85.30 per barrel
  • CAD/USD: 0.71 (0.21%); CAD/EUR: 0.62 (0.23%)
  • US Dollar Index Futures: 101.36 (+0.06%)

The day’s trading illustrated a divergence between equity leadership in technology and consumer-facing names and significant moves in commodity markets. The session produced a clear set of winners and losers among large-cap Canadian stocks, while measures of volatility eased slightly as oil and other commodity prices shifted.

Risks

  • Significant price declines in individual industrial and equipment stocks such as BDGI, FTT and TIH introduce downside risk for investors exposed to those names and related sub-sectors.
  • Large moves in crude oil and Brent during the session represent an uncertainty for energy-related markets and companies tied to commodity prices.
  • A decline in the S&P/TSX 60 VIX indicates lower implied volatility, but volatility measures can change quickly and add uncertainty for option strategies and risk-sensitive positions.

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