JULY 2025 STOCK MARKET MOVERS: WINNERS & LOSERS
The market in July was full of big moves.
From space tech stocks taking off, to household names like Air Canada, Tesla and Novo Nordisk falling hard.
In this month’s recap, I break down:
The top-performing stocks in Canada and the U.S. (and why they soared)
The worst-performing stocks (and what went wrong)
Easy lessons every investor can learn from each one
Let’s make the markets make sense 👇
🇨🇦 Canadian Standouts
✅ Top Stock Winners
Celestica (CLS-TO) — up +34% in July
Celestica helps build the hardware behind high-tech systems, including servers, data centres, and components for AI infrastructure. In short: they’re the behind-the-scenes builders for the tech world. The company reported strong demand from clients riding the AI boom, and the stock took off!
🧠 Why it matters: As AI grows, companies like Celestica that supply the parts behind the scenes could grow with it.MDA Space (MDA-TO) — up +15% in July
MDA is a Canadian space technology company that designs satellites, robotic systems, and space infrastructure; including Canadarm, used on the International Space Station. In July, the stock jumped after winning multiple contracts from global satellite companies.
🧠 Why it matters: As demand for space-based internet, surveillance, and defence grows, MDA is becoming a key Canadian player in the global space race.Energy Fuels (EFR-TO) — up +66% in July
Energy Fuels is a smaller North American mining company focused on uranium and rare earth materials. It’s seen a bump in investor interest thanks to the same clean energy trends helping Cameco.
🧠 Why it matters: Investors looking to ride the uranium wave often explore both large and small producers.
🔻 Biggest Stock Loser
❌ Air Canada (AC) — down 12% in one day
Air Canada missed its earnings expectations and reported lower profits than last year. The biggest issue is that fewer Canadians were flying to the U.S., partly due to rising costs and political tensions. To make things worse, flight attendants started voting on a possible strike.
🧠 Why it matters: Airlines are extra sensitive to both earnings and travel trends, and labour uncertainty can spook investors.
🇺🇸 Top U.S. Performers
✅ Top Stock Winners
Advanced Micro Devices (AMD) — up +26% in July
AMD makes computer chips, and recently launched new ones designed for artificial intelligence. These chips are competing with Nvidia, the current leader in AI tech. Investors loved the innovation and future potential.
🧠 Why it matters: As AI expands, the companies building the tech to power it could see big long-term gains.Generac (GNRC) — up +27% in July
Generac makes backup power generators for homes and businesses. With more storms, power outages, and climate-related events, demand for these products is growing. The company posted strong earnings and raised its future outlook.
🧠 Why it matters: As extreme weather becomes more common, companies like Generac see more sales and investor attention.Roblox (RBLX) — up +37% in July
Roblox runs a popular online platform where users can play and create games. It’s especially big with younger audiences. In July, the company posted stronger-than-expected earnings and showed major growth in daily active users (beating Fortnite records).
🧠 Why it matters: Roblox is tapping into the future of social gaming and virtual experiences, a space Gen Z is already living in.
🔻 Biggest Stock Loser
❌ Novo Nordisk (NVO) — down 28%
Novo Nordisk makes some of the world’s most popular weight-loss (Ozempic and Wegovy) and diabetes medications. But in July, the company cut its sales forecast and announced a new CEO. It also blamed copycat competition for eating into profits. The stock fell sharply… more than 20% in one day.
🧠 Why it matters: Even global healthcare leaders can drop fast when their future outlook weakens.
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