Capital Formation, Commodity Cycles & AI Market Growth
Key takeaways
- Anna: Welcome to Market This Month for our May 2026 edition.
- It’s been an active month across the Canadian Securities Exchange, with a strong mix of new listings and capital formation continuing through the market.
- On the resource side, Great Red Lake Gold Corp. and Walhalla Gold Corp. both began trading in April.
Capital Formation, Commodity Cycles & AI Market Growth Ricki Lee Mon, May 25, 2026 at 6:00 PM GMT+7 6 min read GC=F MTM May 2027 ©Source: CSE In this May 2026 edition of Market This Month, Anna Serin and Bruce Campbell discuss the sharp rebound in global markets following March volatility and examine the sectors currently driving investor momentum. The conversation covers the continued strength of the technology sector, renewed interest in commodities including gold, silver, lithium, rare earths, and energy, and the growing flow of capital into junior exploration companies across the Canadian market.
Anna and Bruce also explore how geopolitical tensions are impacting commodity pricing and investor sentiment, why M&A activity may increase across the resource sector, and what the strong financing environment could mean for exploration activity heading into the summer months. The discussion further highlights the acceleration of AI and emerging technologies, the challenges investors face evaluating early-stage tech companies, and how shifting market behavior has changed traditional investing patterns such as “sell in May and go away.”
Anna: Welcome to Market This Month for our May 2026 edition. I’m joined today by my co-host, Bruce Campbell with StoneCastle Investment Management, as we dive into what’s driving the markets globally and here in Canada.