Canada’s GDP came in stronger than expected, the TSX moved close to record highs, and softer U.S. jobs data eased rate fears. But AI stocks pulled back, CUSMA uncertainty returned, and investors are still watching for proof that the rally can continue.

As tech stocks wobble, Canada’s “real asset” giants are stepping up. This week’s earnings from Shopify, Enbridge, Agnico Eagle, Cameco, Manulife, and Brookfield will reveal whether digital growth or physical assets are leading the TSX in 2026.