the daily moo

Five ways you can trade the volatile oil market

Mon, 16 Mar 2026 11:46:41 +1100

As sharemarkets fall, the oil price is rising. And there's no end in sight for the intense conflict in the Middle East. With extended disruption in the global oil market we outline five key sectors in Australia and the US you can consider if you're prepared to manage risk and volatility in search of return.

Watchlist: Breakwave ETF, Dollar Tree, GenusPlus

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Futures markets indicate a steady drop in the oil price in months ahead

Fri, 13 Mar 2026 11:27:24 +1100

Markets are falling sharply as the week ends, amid doubt of a quick conclusion to the Iran war. As the oil price spikes up, shares drop. But looking to future price expectations for oil gives us an idea of how soon and conclusively the market expects the crisis to be resolved.

Watchlist: Chevron, Adobe, VanEck Semiconductor ETF

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Asian markets roar into 2026, some up more than 30%, with more ahead

Thu, 12 Mar 2026 10:33:38 +1100

Global markets are flatlining as the outcome of the Iran war remains uncertain, and US inflation – though in line with expectations – seemed to disturb the bond market. But not much is stopping the huge gains in Asian markets, with Korea up more than 30% this year and Taiwan not far behind. We explore why they're making gains and how you can invest.

Watchlist: iShares MSCI South Korea ETF, Taiwan Semiconductor, Cathay Pacific

Check out these stocks: www.moomoo.com/quote

Six key takeways for traders from Australian company results

Wed, 11 Mar 2026 12:49:33 +1100

Markets are on hold as they figure out what's happening in Iran and inflation in the US. But Australian companies have all but finished delivering their half-year results, and there were six clear findings that investors need to know as they continue trading into 2026. Our market strategist Michael McCarthy takes you through these.

Watchlist: Liontown, Oracle, United States Oil Fund

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Investors beware – the rally in US stocks is not an 'all clear' sign

Tue, 10 Mar 2026 11:33:35 +1100

Talk of G7 countries shoring up oil supply and the US president declaring the Iran war may soon be over saw investor confidence return to global markets. The Nasdaq index surged 1.4%, but the oil trade is far from assured with the Strait of Hormuz still in jeopardy. Key US economic data this week will likely be pivotal to market performance.

Watchlist: Paladin Energy, Hewlett Packard, Live Nation

Check out these stocks: www.moomoo.com/quote

Huge jump in investor fear as the rocketing oil price threatens markets

Mon, 09 Mar 2026 12:11:57 +1100

Market fear is spiking just as oil pushes higher. As Australian stocks plummet this morning, we're seeing real market fear take hold, reflected in the volatility index heading up toward 'liberation day' levels from last April. With no end in sight to the Iran conflict, investors should definitely expect further intense volatility ahead.

Watchlist: Carnival, IBM, Northern Star Resources

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If oil hits US$100, expect a big fall in stocks amid economic pain

Fri, 06 Mar 2026 11:34:53 +1100

Markets swung back to the red overnight, as the oil price touched above US$80 and may keep rising. Fears of the impact of such a shock increase is sending stocks down – but if oil hits US$100, as analysts predict, it may be a more serious correction of around 12%. It oil and (surprisingly) software stocks that are holding up.

Watchlist: Viva Energy, Expedia, Marvell Technology

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Seeking market direction? You can use Bitcoin as a lead

Thu, 05 Mar 2026 12:02:52 +1100

Markets are rallying back, despite the ongoing Iran crisis. And in a highly volatile market, where are investors getting their leads? One way is via the cryptocurrency market. There's a strong correlation between BItcoin and technology stocks – where Bitcoin swings, others will follow. It's rally overnight is one telling example, as investors also piled back into the US tech sector.

Watchlist: Coinbase, Broadcom, Silex Systems

Check out these stocks: www.moomoo.com/quote

Fearing inflation, rates, investors wait for sharemarket re-pricing

Wed, 04 Mar 2026 12:09:53 +1100

World markets continue to fall, led by Europe, as investors watch the price of oil soar, and see no quick end to the Iran conflict and its trade disruption. The emerging fear is that a rapidly rising oil price will fuel inflation, and central banks may act to curb it, creating a stagflationary effect that poisons investment performance.

Watchlist: Palantir, NexGen Energy, BYD

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Investors way too optimistic as Iran war escalates

Tue, 03 Mar 2026 11:50:31 +1100

With US markets recovering from early losses overnight, investors are optimistically expecting a quick, conclusive end to the Iran conflict. But there are indications outside the share market that this may not be achieved. And the potential for inflation to wreak havoc on the global economy is not being thoroughly considered in sharemarkets.

Watchlist: CrowdStrike, Berkshire Hathaway, Capstone Copper

Check out these stocks: www.moomoo.com/quote

Defence, oil among sectors surging over the Iran conflict

Mon, 02 Mar 2026 11:43:46 +1100

We're seeing some clear reactions in the Australian market this morning, which are likely to echo in other global markets as they open around the world. Investors are responding to the US-Israeli conflict with Iran: airlines are falling, banking and finance is dropping, defence is rocketing up and oil is surging. We explain why this is happening and what to expect.

Watchlist: Virgin Australia, Life360, Netflix

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ETF flows surge as ASX hovers near record highs

Fri, 27 Feb 2026 11:21:43 +1100

The ASX is hovering near record levels as strong ETF inflows signal investors are still buying the rally. With mixed global cues and earnings in focus, markets are testing whether passive flows can keep pushing equities higher.

Watchlist: Block Inc, Ramsay Health Care, Intuit

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Nvidia result confirms that AI revenues are only heading higher

Thu, 26 Feb 2026 12:53:12 +1100

Global sharemarkets continue to rally led by the US technology sector. While Bitcoin, gold and other assets are also heading higher, it was Nvidia's result, out this morning, that beat all expectations, to prove the AI boom is getting louder not quieter, as the whole artificial intelligence sector looks ready to reap greater revenue.

Watchlist: Circle, HSBC, Qantas

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Defence stocks' huge gains set to continue as spending spikes

Wed, 25 Feb 2026 14:02:14 +1100

US technology stocks rose overnight, as investors re-embraced risk, with Intel and AMD among those rocketing up. As earnings results continue to roll out we are seeing wild swings in stock prices. One sector outperforming is defence. Following a strong result from DroneShield today, we outline global growth for this significant sector.

Watchlist: DroneShield, Workday, Advanced Micro Devices

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Software stocks now 'at a clear discount', after massive slide in 2026

Tue, 24 Feb 2026 11:24:57 +1100

With US stocks falling sharply, led by the broader technology sector, it's software stocks in particular focus. The bloodbath in the sector is covering almost all players, quite unfairly, say some commentators, who believe real bargains are now emerging in some big stocks and those with a sector-specific focus.

Watchlist: Microsoft, IBM, Scentre

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New US tariffs, geopolitical fears add to earnings-fuelled volatility

Mon, 23 Feb 2026 11:52:58 +1100

The US government is imposing new global 15% tariffs on imports following the cancellation of previous ones by the US Supreme Court. The effect and future of these temporary tariffs are uncertain, adding to increasing market volatility over US-Iran military tension and wild stock swings this earnings season in the US and Australia.

Watchlist: Austal, Zip, Moderna

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Further gains look likely in gold, silver, copper, after their February rout

Thu, 19 Feb 2026 12:25:07 +1100

Positive momentum in sharemarkets continues, with markets gaining, and London hitting a new high. Metals, after a phenomenal rally in 2025, hit a wall this month, but seem to be gathering for yet another run up. Under supply remains a critical issue, while other factors are influencing the path of specific metals as 2026 continues.

Watchlist: Regis Resources, DoorDash, Telstra

Check out these stocks at www.moomoo.com/quote

Here's a surprise, the 'magnificent seven' might be a bargain

Wed, 18 Feb 2026 11:29:50 +1100

While US market barely budged overnight, we saw swings in commodities with gas, gold and Bitcoin falling. Investors are more focused on earnings, which are leading to divergence in stock performance. This includes the US megacap 'magnificent seven' stocks which are down up to 18% year-to-date, erasing 12-month gains for some of them. The drop is so severe there is now an argument that based on their fundamentals these stocks are looking like a compelling value opportunity.

Watchlist: Microsoft, Palo Alto Networks, National Australia Bank

Check out these stocks at www.moomoo.com/quote

Mining stocks' big rally shows no sign of stopping as BHP, Rio report

Mon, 16 Feb 2026 12:50:24 +1100

This year it is Australian mining stocks sweeping investors off their feet, as they become shy over big US technology bets. And the sector may get another jolt this week with BHP, Rio Tinto and Newmont among those reporting. We deep dive into what's going on.

Watchlist: Newmont, Deere, Web Travel

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Which stocks will win from the huge US$3.5 trillion spend on AI?

Fri, 13 Feb 2026 12:37:28 +1100

US markets dipped overnight with investors concerned rates may not be coming down as soon as hoped in the US. They're also cautious about massive spending plans on AI. But that huge spend will benefit some stocks, by a lot, across the whole AI supply chain. At very top of that list may be the memory, data storage sector, despite its phenomenal run in 2025, it may not be done at all.

Watchlist: SanDisk, Applovin, ANZ Bank

Check out these stocks at www.moomoo.com/quote

Aussie banks get upgrades in year of rate hikes, but CBA looks weak

Wed, 11 Feb 2026 13:22:42 +1100

Australian banks are being upgraded with earnings over the year expected to rise due to interest rate hikes. It's why they're being upgraded. But we explain why Macquarie is in a better place than the Commonwealth Bank if you're looking for the long term. Also, the bullish pace of the global sharemarket looks set to continue this year. And things are looking up for Ford and Spotify.

Watchlist: Commonwealth Bank, Spotify, Ford

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Obesity price wars, expiring patents savage big US pharma stocks

Tue, 10 Feb 2026 12:31:53 +1100

Global markets continue to rally this week, with the Dow Jones hitting an all-time high. One category exempt from this week's rally is the big US pharmaceutical stocks. Price wars over obesity drugs and anxiety as major patents expire has investors and the sector scrambling for solutions: mergers and Ai are two possible answers.

Watchlist: AstraZeneca, Macquarie Group, CAR Group

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Aussie earnings swing to the positive for the first time in years

Mon, 09 Feb 2026 12:11:52 +1100

A rough week in markets is followed by a stronger Monday. We're seeing wildly different stock performances as investors react to company results. And this week Australia is in focus as heavyweight banks and health companies report. Analysts expect strong earnings growth, returning to positive gains after years of declines, with miners to lead.

Watchlist: CSL, Walmart, Pop Mart

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We're in a big tech sell off, so should you buy, hold or sell?

Fri, 06 Feb 2026 12:48:50 +1100

Markets are entering correction as investors retreat from big technology and other growth sectors to safer staple stocks. Their mood is for Hershey bars not gold bars right now, and the question is, should you buy, hold or sell out of your big tech holdings. There could be bargains to buy or more to lose.

Watchlist: QQQ ETF, Amazon, GOLD ETF

Check out these stocks at www.moomoo.com/quote

Bullish expectations for critical minerals as nations make plans

Thu, 05 Feb 2026 13:13:56 +1100

Technology stocks continue to suffer amid a widespread selloff. Even some excellent earnings reports are not enough to lift stocks. But critical minerals are in focus as the US and Australia make plans for the sector, including strategic reserves and price floors, as they seek to secure a supply. This could have a big impact on rare earths and other sectors.

Watchlist: Lynas Rare Earths, Google, Beach Energy

Check out these stocks at www.moomoo.com/quote

AI delivers a knockout blow as data, consulting stocks plummet

Wed, 04 Feb 2026 12:09:10 +1100

Markets swung into the red overnight and in today's trading as new AI tools made investors reconsider what companies have a viable future. Consultancies and data providers were not judged kindly, joining software stocks on investors' blacklist for the session. Earnings results for some, such as Gartner, also had an effect, but the broader trend was undeniable.

Watchlist: Microsoft, Meta, Tesla

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Bitcoin in crisis at 10-month low as outflows increase

Tue, 03 Feb 2026 12:12:50 +1100

US stocks swung up overnight, as investors sought risk following the dip at the end of last week and a seismic drop in precious metals. Gold continued to fall, as did oil and Hong Kong stocks. But Bitcoin rebounded a little, though it's 30% fall from October is now understood to represent a loss of investor confidence.

Watchlist: Microsoft, Meta, Tesla

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Gold price plummet indicates the bubble has burst

Mon, 02 Feb 2026 12:43:12 +1100

At the end of a midly positive week for shares the bottom of the gold market fell out, as a rally in the US dollar amid signs of higher inflation ushered in a sell off. Huge falls in gold and silver on Friday are expected to continue. This seems like a bubble market that has just burst creating a sense of chaos and uncertainty.

Watchlist: Microsoft, Meta, Tesla

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Artificial intelligence is re-creating health into a market leading sector

Fri, 30 Jan 2026 12:52:14 +1100

Big technology stocks are reporting their quarterly results this week, and while they're beating expectations, that's not enough for the likes of Microsoft which dragged the US market down overnight. But health stocks are on the rise and is set to challenge big tech as a US market leader, while also shining in Australia and Hong Kong.

Watchlist: Microsoft, Meta, Tesla

Check out these stocks at www.moomoo.com/quote

Huge surge in uranium stocks as AI energy needs escalate

Thu, 29 Jan 2026 13:12:42 +1100

As the US market breaches new levels, we're seeing the uranium sector rocket up, as supply shortage meets greater demand. And the artificial intelligence infrastructure build out is a principal reason for this dynamic. We outline some ways to invest across this surging sector.

Watchlist: Microsoft, Meta, Tesla

Check out these stocks at www.moomoo.com/quote

Big investor opportunities as the US dollar falls to its lowest in years

Wed, 28 Jan 2026 13:38:13 +1100

A rally in semiconductor and other technology stocks led the US market up to new highs overnight, just as the US dollar falls to lows. Technology is just one sector gaining from the currency's drop. And with the Aussie at a three-year high, there's also local opportunities for investors to get ahead of. We also cover three investments to watch.

Watchlist: Mircon, BHP, RTX

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Global energy stocks surge as wild weather escalates

Tue, 27 Jan 2026 13:27:37 +1100

Sharemarkets are surging ahead of inflation figures out later this week, and ahead of worsening weather across Australia and the US. That is the sector to watch as extreme temperatures push grids to their maximum. Natural gas futures have skyrocketed ahead of paralysing winter storms in North America especially.

Watchlist: Woodside, Boeing, Fortescue

Check out these stocks at www.moomoo.com/quote

Share prices plummet, earnings growth slows, as AI stomps software

Tue, 27 Jan 2026 07:52:49 +1100

The wipeout of software stocks, falling up to 50% of their value, is as ugly as it is astonishing. But the rout in this once pre-eminent sector isn't a done deal, survivors are expected to emerge from its trampling by artificial intelligence. Investors must tread carefully, being thoughtful and precise if there's to pick the right discounted winners.

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Investors find opportunity in real-world stocks, beyond tech giants

Fri, 23 Jan 2026 13:15:46 +1100

US markets continue their upswing, with positive US economic data now adding to investors confidence. Australian stocks are following the uptrend. But it's no longer just about AI and big tech, we're seeing investors broaden out into industrial and other stocks were growth and opportunity is just as strong.

Watchlist: GE Aerospace, Intel, Alcoa

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Market-beating US communications stocks are now becoming losers

Thu, 22 Jan 2026 12:59:07 +1100

Markets swung back into the green as the US backed down from military and tariff threats against Europe. And so investors re-embraced risk assets. We saw many sectors rise, but that's not what we're seeing in the US communications services sector this year. It was the leading force in the market recently, but the shadow of AI is now casting its chill.

Watchlist: Alphabet, Infratil, Haliburton

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Markets' biggest drop in months may become much worse

Wed, 21 Jan 2026 12:07:11 +1100

US markets fell sharply overnight as mounting US-Europe tension rattled investors, who turned to precious metals and 'safer' investments. This biggest fall in months could become a deeper pullback, with resolution to geopolitical issues looking unlikely in the immediate term. That could spell opportunities for investors if we look at a recent similar pullback from 2024.

Watchlist: Invesco QQQ Trust, Global X Physical Silver Structured ETF, DroneShield

Check out these stocks at www.moomoo.com/quote

Gold, silver hit highs, but greater gains likely

Tue, 20 Jan 2026 11:27:01 +1100

Gold and silver just reached new highs, as investors veer from an increasingly risky geopolitical outlook between the Middle East and Europe. With demand steady and strong, analysts expect greater upside ahead for the precious metals, forecasting gold may rise another 30% to reach US$6000 this year.

Watchlist: GOLD ETF, BHP, Netflix

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Heavyweight miners make big gains as commodity demand goes higher

Mon, 19 Jan 2026 12:16:47 +1100

Commodities continue to be a dominant trend in the sharemarket, with metals continuing to surge into 2026 (led by silver). But iron ore will be a key commodity determining what happens with Australia's big miners this year. Will BHP, Rio Tinto and Fortescue continue to make significant share price gains ahead?

Watchlist: Fortescue, Salesforce, Catalyst Metals

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Here's a simple four-step guide to investing in 2026

Fri, 16 Jan 2026 18:44:39 +1100

The year is off to a volatile and exciting start for investors. It's a good time to start investing, or to reconsider your strategy. So we've got a quick guide to how you can launch your investing journey in 2026, including discussion of four key sectors that look set to deliver results throughout the next 12 months.

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TSMC's result is a huge jolt of confidence for AI investors globally

Fri, 16 Jan 2026 11:34:51 +1100

The world's most important semiconductor maker, Taiwan Semiconductor Manufacturing Co reported a blow-out result which sparked renewed confidence among investors that the AI boom is no fad but a 'real' transformative force here to stay. TSMC's long-term projections lifted AI sentiment and the entire market.

Watchlist: ASML, Blackrock, James Hardie

Check out these stocks at www.moomoo.com/quote

Bitcoin bounds higher, with $100,000 the key level to watch

Thu, 15 Jan 2026 13:38:23 +1100

US shares fell overnight, with the first big companies to report 2025 results failed to impress investors. As banks dropped, questions over stocks' valuations also dragged down the mighty technology sector. But Bitcoin was among a few assets bounding higher, reaching over US$97,000 – but US$100,000 is the level to watch. If it holds there, we could see a long, healthy run ahead.

Watchlist: iShares Bitcoin Trust, Morgan Stanley, The Mosaic

Check out these stocks at www.moomoo.com/quote

US banks swing from best to worst performers, but may bounce back

Wed, 14 Jan 2026 12:17:03 +1100

Investors took some profits, selling up overnight, seeing markets edge down a little. US financial stocks were among those hardest hits, with the US government considering limiting credit card interest rates, at least temporarily. The sector is now in the red. But that follows a powerful 2025 performance, which may re-emerge once its bumpy ride is over.

Watchlist: Wells Fargo, Intel, Imdex

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Expect copper to make further gains as supply slows, demand rises

Tue, 13 Jan 2026 12:08:18 +1100

Markets are heading to higher ground, led by the US edging up overnight amid a flurry of confounding news from the White House. Precious metals were among those reaching highs, but our eye is on copper, which is continuing to rise after a stellar run in 2025 – demand is rising, but supply isn't, creating the perfect path for higher prices this year.

Watchlist: Freeport-McMoRan, NexGen Energy, Delta Air Lines

Check out these stocks at www.moomoo.com/quote

Energy sector rises to meet AI's insatiable need for power

Mon, 12 Jan 2026 12:43:22 +1100

The US market has charged into 2026, with key indicies reaching new highs in the first week of trade. Investor hunger for artificial intelligence is a leading reason for the rise, with the sector's infrastructure demands, especially energy, only expected to increase this year. Energy stocks could be set for strong gains as suppliers strive to meet demand.

Watchlist: Codan, Vanguard Total World Stock ETF, GE Vernova

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Google, now the second-most valuable company, enters a new golden age

Fri, 09 Jan 2026 12:42:37 +1100

Alphabet, owner of Google, is now the second-most valuable company in the world, closing in on a US$4 trillion market capitalisation, as it takes powerful AI strides to compete with Nvidia and other 'magnificent seven' peers. It's share price has certainly outperformed in the past 12 months, with analysts citing trillions of dollars more in value for the company in the next four years.

Watchlist: Ford, JPMorgan, Huntingdon Ingalls

Check out these stocks at www.moomoo.com/quote

Defence, cyber stocks soar to new highs as geopolitical tension mounts

Thu, 08 Jan 2026 12:08:33 +1100

Defence stocks are reaching new highs as US-European tension mounts over Greenland. It's adding to investors' existing focus on the hotspots of Ukraine and Venezuela. Defence ETFs are bounding up in the past few trading days, alongside US oil stocks, as the broad rally of 2026 continues.

Watchlist: Crowdstrike, Albemarle, VanEck Australian Resources ETF

Check out these stocks at www.moomoo.com/quote

Lithium upcycle kicks into second gear with demand, price to soar

Wed, 07 Jan 2026 12:26:16 +1100

Markets' new year rally continues, reaching new highs in the US for the Dow Jones and S&P 500 indices, in a broad-based push led by the memory storage and lithium sectors. These two are expected to continue making gains due to their crucial role in artificial intelligence infrastructure. So there could be a lot more room to run for lithium, with Australian miners to benefit, if 2026 becomes the metal's expected 'turning point'.

Watchlist: Liontown, SanDisk, Global X Copper Miners ETF

Check out these stocks at www.moomoo.com/quote

The market sectors making gains as the oil price heads to lower lows

Tue, 06 Jan 2026 12:06:47 +1100

The Dow Jones Industrial Average hit a new record overnight as US oil stocks led a rally across the broader market. But analysts say the oil price has further to fall, following its big decline last year as the world oversupply continues. And it's airlines and other key sectors making big gains, at least in part, because of that, explains moomoo's Michael McCarthy.

Watchlist: Valero Energy, Strategy, Monadelphous

Check out these stocks at www.moomoo.com/quote

Last year's winning sectors charge into an already volatile 2026

Mon, 05 Jan 2026 11:30:18 +1100

2026 has started with a bang, as geopolitical tension and volatility underscore strong demand for metals, semiconductors and defence stocks. It's the sectors of 2025, driven by AI demand, that are pushing markets up as new year trading gets under way.

Watchlist: ITA, Micron Technology, Nickel Industries

Check out these stocks at www.moomoo.com/quote

Hong Kong's remarkable outperformance has potential to keep going

Wed, 24 Dec 2025 11:55:13 +1100

The Santa rally is well under way in the US, and just in time, with a short trading day today across world markets and all closed tomorrow. But it is Hong Kong, not the US or Australia, that has truly outperformed this year, up 29%, with forecasts of big gains in 2026, with US and China policies continuing to support the market.

Watchlist: SMIC, Rocket Lab, Elsight

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Tesla's new high is all about its robotaxi potential

Tue, 23 Dec 2025 11:05:16 +1100

The broad market upswing continues, with December losses now recovered, and, it appears, a Santa rally has finally come to town. Tesla was among stocks hitting new highs last night, with investors excited over strong growth in its robotaxi business, which some commentators say is set for exponential growth that could reach trillions of dollars.

Watchlist: General Motors, Goodman Group, Mixue

Check out these stocks at www.moomoo.com/quote

Will Australian gold miners continue to dominate gains in 2026?

Mon, 22 Dec 2025 11:34:05 +1100

Markets surged Friday, driven by US rate-cut expectations after a weak inflation report. That's helping the gold price higher, which touched a record late last week. Leading investment banks target another 20% to 30% lift in gold next year. Will that help miners continue to dominate gains in the Australian market?

Watchlist: Westgold, Carnival, Alibaba

Check out these stocks at www.moomoo.com/quote

What the biggest gainers and most traded of 2025 tell us about 2026

Sat, 20 Dec 2025 13:51:10 +1100

We’re covering the key market trends of 2025, reviewing the year's biggest gainers, and the shares and ETFs you traded the most. Moomoo's Jessica Amir shares ideas on how to manage investments in the expected volatile market of 2026, and highlights where the biggest opportunities could be in the new year and beyond.

Check out mentioned stocks at www.moomoo.com/quote

Strengthening expectations of a broader market bull run in 2026

Fri, 19 Dec 2025 11:00:55 +1100

Markets are rallying with news of lower US inflation suggesting rate cuts are more likely. Technology stocks led the way, with Tesla up 3.5%, and Micron up 10% after a strong earnings report. But forecasts for 2026 are for a broader market bull run, as AI benefits many sectors beyond technology, especially financials and healthcare.

Watchlist: SanDisk, Starbucks, Austal

Check out these stocks at www.moomoo.com/quote

More gains likely for platinum as it reaches a 17-year high

Thu, 18 Dec 2025 11:45:39 +1100

The US technology sector led the market further down overnight, with the Nasdaq falling 1.8%, and indications are there's further decline for these indicies on the way. But commodities, such as precious metals are rising. One of the best performers is platinum, rising rapidly in the past two months to a 17-year high, with no sign demand for the metal is fading.

Watchlist: Southern Palladium, Medline, Micron Technology

Check out these stocks at www.moomoo.com/quote

Six reasons why 2026 will be a bullish, bumpy year in markets

Wed, 17 Dec 2025 12:21:55 +1100

Markets were mostly down overnight, as Australian shares are today, as the oil price plummeted and oil stocks were smashed. There's uncertainty over the US economy, with some unimpressive jobs figures out, and that's one reason we're expecting a very volatile year in the sharemarket, where Australian miners and US technology may make big gains.

Watchlist: Amazon, Marathon, Treasury Wine

Check out these stocks at www.moomoo.com/quote

Big US banks hit highs, with more upside ahead

Tue, 16 Dec 2025 12:14:23 +1100

As markets waver ahead of key US economic data out later this week, investors are turning from risk, seeing the Nasdaq dip 0.6% overnight. We also saw Bitcoin and crypto stocks fall sharply, with Strategy down 8%. But it's the big US banks that are benefiting, as Wells Fargo and others reaching new highs, and it looks like there's further gains ahead.

Watchlist: Wells Fargo, Tesla, DroneShield

Check out these stocks at www.moomoo.com/quote

Gold price forecast for 2026: it may rise up to 30%

Mon, 15 Dec 2025 10:34:10 +1100

It'll be a rough day in Asia-Pacific region markets following dips across the US and Hong Kong last week. Focus is on long-awaited US jobs data later this week, which could be decisive for future US rate decisions. But gold is up, nearing a record high. And we ask, will it continue to gain in 2026, following its 60% rally in 2025 so far?

Watchlist: Emerald Resources, Lululemon, Cisco

Check out these stocks at www.moomoo.com/quote

AI moves from pilot stage to main stage in 2026: ETFs, stocks to watch

Sun, 14 Dec 2025 13:33:37 +1100

The multi-trillion-dollar AI freight train is set to drive sharemarkets in 2026, with gains likely to track across three main sectors. Moomoo's Jessica Amir talks through stocks and ETFs to watch as AI really accelerates into the new year — and the industry generates stronger returns.

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Don't expect this uranium bear market to last, as demand soars

Fri, 12 Dec 2025 12:31:01 +1100

Oracle's disappointing result yesterday saw US technology stocks drop overnight, even as the broader market rallied, as the Dow Jones hit a record high. We've also seen uranium stocks dip as supply ramps up, but that may change as the impossible energy demands of data centres escalate into 2026 and well beyond.

Watchlist: Paladin Energy, Broadcom, Rivkin Automotive

Check out these stocks at www.moomoo.com/quote

US rate cut creates 'more favourable' environment for stocks

Thu, 11 Dec 2025 11:31:08 +1100

The US central bank cut rates by 0.25% as expected. Markets rallied up, including small-cap stocks, as did the gold price. The S&P 500 reached its third-highest level in history. A stronger narrative for the sharemarket is now emerging, explains moomoo's Jessica Amir. This story supported by positive expectations for the broader US economy in 2026.

Watchlist: Ramelius Resources, Alphabet, Oracle

Check out these stocks at www.moomoo.com/quote

Record spending sees consumer stocks surge in US, Australia

Wed, 10 Dec 2025 11:37:07 +1100

With markets treading water ahead of tomorrow morning's rate decision, one sector on the rise is consumer stocks. US spending is set to reach US$1 trillion this holiday season, while Australians are projected to spend $28.4 billion. Travel, retail and food are among the sectors already benefiting from this spending uptick.

Watchlist: Flight Centre, Nvidia, Applovin

Check out these stocks at www.moomoo.com/quote

If an Australian rate rise looks likely, expect shares to rise

Tue, 09 Dec 2025 11:11:57 +1100

Investor confidence dipped globally ahead of Australian and US rate decision this week. Seeking policy certainty into 2026, comments from both central banks will be closely listened to when they hand down decisions. Australian shares may be a key beneficiary if a local rate hike looks likely. If US and Australian rates diverge, a stronger Aussie dollar would likely draw international investor interest.

Watchlist: Liontown, Paramount Skydance, IBM

Check out these stocks at www.moomoo.com/quote

US rate commentary will shape global markets this week

Mon, 08 Dec 2025 10:42:05 +1100

The US market is on its way back to all-time highs as the world keenly awaits a decision on rates there on Thursday morning. A 0.25% cut is widely presumed, but it's the path from there that is likely to profoundly affect global markets. Any comments about rates heading up or down for the next two years, or division within the rate-setting committee, will be critical.

Watchlist: Whitehaven Coal, Netflix, Microchip Tech.

Check out these stocks at www.moomoo.com/quote

Commodities may deliver the best returns in 2026

Sat, 06 Dec 2025 13:31:11 +1100

There's five strong reasons to consider investing in commodities, which could deliver some of the best returns as AI demand escalates. As the world builds an artificial intelligence ecosystem, its demand for gold, silver, lithium and other metals is insatiable. There's no indication it will slow as billions of dollars spent on AI become trillions in years ahead.

Watchlist

Invesco DB Commodity Index Tracking Fund
iShares S&P GSCI Commodity-Indexed Trust
iShares Silver Trust
SPDR Gold Shares
Global X Copper Miners ETF
Global X Silver Miners ETF
VanEck Gold Miners ETF

Check out these ETFs at www.moomoo.com/quote

Expect huge growth in Australia's 'essential' data centre sector

Fri, 05 Dec 2025 11:21:54 +1100

US markets were flat overnight, but small cap stocks rocketed up again. Moomoo's Michael McCarthy says it's a possible sign of a bull market about to end. But maybe not for Australian data centres, which are a sector increasingly critical to the economy, GDP growth, and a supply chain of local companies. All because there's huge growth predicted for the sector.

Watchlist: NextDC, Snowflake, Dollar General

Check out these stocks at www.moomoo.com/quote

Copper at highs, but huge increase in demand ahead

Thu, 04 Dec 2025 11:44:12 +1100

We're seeing a broad-based rally in markets, as fever for big technology stocks fades and focus on a US rate cut next week takes hold. From banks to coal, stocks are rising, including copper. As the metal's price returns to highs it's boosting Australian and global miners. Copper demand is rising as supply is limited. Talk of new US tariffs is helping.

Watchlist: Sandfire Resources, Salesforce, Tesla

Check out these stocks at www.moomoo.com/quote

Investors believe 2026 is going to be a very strong year

Wed, 03 Dec 2025 11:24:24 +1100

Markets swung up and Bitcoin bounced back overnight as investors rush to buy any dip in key stocks and assets they think worthwhile. This is one of a number of signs that tell us they're gearing up for a very strong year in 2026. And we're seeing company earnings expectations and global economic growth forecasts suggest this is likely.

Watchlist: Marvell Technologies, Boeing, Ampol

Check out these stocks at www.moomoo.com/quote

Why quality stocks are doing so well, and may rise higher

Tue, 02 Dec 2025 11:28:06 +1100

A selloff in cryptocurrencies swept markets overnight, dragging down the major US indicies up to 0.9%. But quality stocks are holding up and look set to return to their recent all-time highs. A US rate cut next week could see that category rise even higher again, explains moomoo's Jessica Amir.

Watchlist: CrowdStrike, Synopsys, Greatland

Check out these stocks at www.moomoo.com/quote

Silver at highs may lead commodities' rally in December

Mon, 01 Dec 2025 12:04:48 +1100

Leaving a disappointing November behind, expectations of a strong December are increasing. But that depends on key data over the next week. What seems surer is the rise of precious metals and commodities, especially silver, which just reached an all-time high. With demand outpacing supply, further gains seem likely.

Watchlist: Pan American Silver, Global X Copper Miners ETF, Metcash

Check out these stocks at www.moomoo.com/quote

Expect an increase in market volatility across December

Fri, 28 Nov 2025 11:35:23 +1100

As world markets lose ground in November, falling between 1 per cent to 4 per cent, there's much talk of a reversal into a strong Santa Claus rally in December. But moomoo's Michael McCarthy says it is stronger volatility we should be expecting with an uncertain US economy, even as investors await a likely rate cut in a few weeks.

Watchlist: Ulta Beauty, Li Auto, HMC Capital

Check out these stocks at www.moomoo.com/quote

Rate hikes would hit the unprepared Australian sharemarket hard

Thu, 27 Nov 2025 11:23:06 +1100

As the sharemarket rebound continues, the Nasdaq Composite index is having its best Thanksgiving week since 2008. US market investors are now just waiting for a rate cut next month. But not so in Australia, where the sharemarket will face a tough readjustment as expectations increase of two rate hikes next year.

Watchlist: Temple & Webster, Dell, Deere

Check out these stocks at www.moomoo.com/quote

Google may be this decade's AI superpower stock

Wed, 26 Nov 2025 12:02:47 +1100

Markets continue to rebound on rising expectation of a US rate cut next month. And Alphabet, Google's parent company, is leading the charge back. It's processing units are in demand and it has the reach to rival many of its peers as AI uptake increases. Nvidia's share price fell on the news its Google's latest deal, with Meta.

Watchlist: Westgold, Live Nation, Spotify

Check out these stocks at www.moomoo.com/quote

The AI investment cycle is broad, intact and gaining pace

Tue, 25 Nov 2025 13:00:48 +1100

The suggestion that a US rate cut is more likely next month has excited investors and pushed US markets up, with the Nasdaq climbing 2.7% overnight. It was AI stocks leading the charge, with semiconductor maker Broadcom up 11%. Moomoo's Jessica Amir runs through eight reasons right now that we can expect more from the sector.

Watchlist: Broadcom, Coinbase, Web Travel Group

Check out these stocks at www.moomoo.com/quote

Record travel numbers a tailwind for airline stocks

Mon, 24 Nov 2025 11:48:59 +1100

While markets attempted a small rebound on Friday, they're well down across last week. But one sector that may soar above is airlines. We're entering a traditionally strong period for airlines in the US and Australia, so traders will want to keep American Airlines and others on their radar across this holiday stretch.

Watchlist: Virgin Australia, Alibaba, Eli Lilly

Check out these stocks at www.moomoo.com/quote

Here's some ways to approach the current market pullback

Fri, 21 Nov 2025 12:32:03 +1100

Even Nvidia's strong result yesterday wasn't enough to save it from investor fears they won't see US interest rate cuts soon, which is how they interpreted newly released employment data overnight. Markets are dropping as they readjust, so moomoo's Jessica Amir explains how investors can approach this pullback.

Watchlist: Walmart, Oracle, Liontown Resources

Check out these stocks at www.moomoo.com/quote

Nvidia's strong results mean AI boom is likely to continue

Thu, 20 Nov 2025 11:53:42 +1100

Nvidia's strong third-quarter may alleviate growing fears of an AI bubble, with a powerful post-market bounce for the stock this morning once it delivered. Results for the semiconductor giant's data-centre division and forward projections seem to have reassured the market, explains moomoo's Jessica Amir. We're not certain the recent pullback is over, but Nvidia could power a comeback.

Watchlist: Constellation Energy, Block, Australian Agricultural

Check out these stocks at www.moomoo.com/quote

Bitcoin has now lost all of its 2025 gains

Wed, 19 Nov 2025 11:35:40 +1100

US markets sank lower overnight, as fears of AI stock over-valuations and lower chance of rates cuts, spooked investors. Technology stocks such as Amazon led the fall. But it was Bitcoin falling briefly below US$90,000 that shocked the market. It's a big drop from its US$126.000 October high, and it may have further to go.

Expect a bull run in lithium, as new market cycle begins

Tue, 18 Nov 2025 12:10:17 +1100

There's increasing indications of a drawn-out broad market pullback, with large and small cap stocks on the decline. Expect more dark days ahead as trend lines point down, companies take on debt, and investors await economic news. But lithium stocks are booming. Across the US and Australia, we're seeing huge spikes in lithium stocks, with expectation we're in for a bull run into next year as the sector enters a new cycle.

Watchlist: Pilbara Minerals, Alphabet, Luckin Coffee

Check out these stocks at www.moomoo.com/quote

Investors' hard turn to safety could lead to crash

Fri, 14 Nov 2025 12:51:52 +1100

US stocks dropped hard overnight, with the Nasdaq down more than 2%. Investors are continuing their turn from risk to safety. They're worried about the declining likelihood of a rate cut in that market. The pace and trend of this pullback could lead to a crash says moomoo's Jessica Amir. Much will depend on next week when Nvidia releases its results.

Watchlist: Amazon.com, Tencent, DroneShield

Check out these stocks at www.moomoo.com/quote

Get to know the hottest ETFs for Aussie traders this month

Thu, 13 Nov 2025 11:19:59 +1100

Recently volatility, and more vocal doubt over the AI rally, is seeing investors turn defensive. And ETFs are in target, with broad-based funds popular this month for those seeking more safety. For Australian investors, the Vanguard Australian Shares ETF is number one, but then they're squarely focused on what the world has to offer.

Watchlist: Southwest Airlines, Cisco, Life360

Check out these stocks at www.moomoo.com/quote

Investors buy heavily into healthcare stocks

Wed, 12 Nov 2025 12:03:54 +1100

US drug stocks are surging as investors pile in, seeing it as a resilient, strong sector with ongoing demand. It's investors' hedge against a possibly troubled economy says moomoo's Jessica Amir – and that enthusiasm boosted the Dow to a new high overnight. As the Nasdaq has dipped, the healthcare sector has rallied, with the VanEck Global Healthcare Leaders ETF a good example.

Watchlist: SMCI, CoreWeave, ANZ Group

Check out these stocks at www.moomoo.com/quote

Australia's big four banks' profit margins simply stink

Tue, 11 Nov 2025 11:43:12 +1100

US markets roared back to life overnight with the biggest companies' share prices bounding up. It's not quite the same in Australia, where the last, and the biggest, of the big four banks have reported shrinking profit margins – just one factor driving analysts to classify them as 'sell' or 'hold', even though they're near all-time highs.

Watchlist: SMCI, CoreWeave, ANZ Group

Check out these stocks at www.moomoo.com/quote

Company reports are causing stocks to swing wildly

Mon, 10 Nov 2025 11:34:39 +1100

With broader data limited, earnings have outsize importance right now. That's part of the reason we're seeing big swings in share prices as companies report to a savage audience. Meta fell 18% since reporting recently, while SMCI dropped 23% last week, with the market still reeling from its disappointment. All this is happening as investors question the AI sector.

Watchlist: SMCI, CoreWeave, ANZ Group

Check out these stocks at www.moomoo.com/quote

US economic news delivers 'fatal blow' to optimists

Fri, 07 Nov 2025 11:21:04 +1100

Higher than expected US job layoffs in October have spooked investors, sending the market tumbling overnight. While it does mean there's greater chance of a rate cut by the central bank, investors instead focused on the weakening economy – and that's a concerning change in investor thinking that could lead to a broader sell off.

Watchlist: Doordash, Block, Macquarie Group

Check out these stocks at www.moomoo.com/quote

Food, health sectors lead as investors turn from risk

Thu, 06 Nov 2025 12:11:01 +1100

A bounce up in US markets overnight belies the deeper trend of investors turning from technology and other risk sectors into the more reliable, defensive stocks. And, as moomoo's Jessica Amir explains, that move into quality investments is what we're seeing across Australia and the US. It's the giant US healthcare and popular global food names leading that trend

Watchlist: McDonald's, Snap, National Australia Bank

Check out these stocks at www.moomoo.com/quote

'Stocks ran up too fast': sell, hold or buy?

Wed, 05 Nov 2025 11:44:00 +1100

We saw a big pullback in US markets overnight, with the highly valued technology stocks falling up to 8%, dragging the Nasdaq Composite index down 2%. With big Wall St names calling time on this year's strong rally, Jessica Amir looks at the signs of a deepening market drop, and whether your should 'sell', 'hold' or 'buy' now.

Watchlist: Palantir, Uber, iShares Bitcoin Trust

Check out these stocks at www.moomoo.com/quote

It might not too late to make stellar returns this year

Tue, 04 Nov 2025 11:33:08 +1100

November is the best month for sharemarket returns historically. It’s because it’s the beginning of the Santa rush of spending where global consumers are spending more money, and trading in key stocks picks up. So getting in now, whether to an index-level investment or particular stocks, could give investors solid returns for the month – if history repeats.

Watchlist: Eaton, Iren, Tabcorp

Check out these stocks at www.moomoo.com/quote

We've seen huge gains in global uranium stocks

Mon, 03 Nov 2025 11:11:58 +1100

As other global markets fell last week, the Nasdaq rose more than 2% on the back of huge gains in some of the US megacap technology stocks. Their performance was matched by the world's uranium investments, with the sector spiking more than 10% globally following US news of an US$80 billion government investment.

Watchlist: Global X Uranium ETF, Palantir, Westpac

Check out these stocks at www.moomoo.com/quote

Amazon surges double-digits as the Nasdaq starts sinking

Fri, 31 Oct 2025 11:51:38 +1100

Amazon has surprised with a market-beating result and stronger-than-expected forecast. It's shares surged by double-digits post market, countering a sizeable slide in the Nasdaq Composite index overnight, explains moomoo's Michael McCarthy. And Australian retailers, such as Wesfarmers, are in trouble as their shares head down.

Watchlist: Atlassian, Coinbase, Wesfarmers

Check out these stocks at www.moomoo.com/quote

Expect short-term pullback as central banks stop cutting

Thu, 30 Oct 2025 11:24:22 +1100

Expect a short-term market pullback with central banks in the US and Australia now less likely to cut rates as they face the difficult challenge of keeping inflation and employment balanced. Investors should rethink what they expect of their investment portfolio and even whether it's time to sell some big gaining stocks.

Watchlist: Nick Scali, Meta Platforms, Boss Energy

Check out these stocks at www.moomoo.com/quote

New deals, orders, lift market leader Nvidia near US$5t in value

Wed, 29 Oct 2025 11:29:08 +1100

US markets leapt to new highs overnight, with the world's most valuable company, Nvidia, rising 5% to a new valuation of nearly US$5 trillion. Announcing new deals, and recording bigger orders, its leadership in the artificial intelligence sector appears to be ensured for years to come. That means any pullback in its shares may be a good buying opportunity.

Watchlist: Alphabet, Microsoft, WiseTech Global

Check out these stocks at www.moomoo.com/quote

Trillions of dollars at stake in AI chip wars

Tue, 28 Oct 2025 11:23:00 +1100

Qualcomm shares surged more than 10% overnight on news it's moving into AI chips and already has major global customers. It's the latest in a series of AI chipmakers taking on Nvidia in a challenge for this trillion-dollar territory. It was part of the overnight jump in markets as investors enjoy anticipation of a US rate cut, and cessation of hostile US-China trade talk.

Watchlist: Megaport, Amazon, Palantir

Check out these stocks at www.moomoo.com/quote

Positive expectations as US tech giants report

Mon, 27 Oct 2025 11:03:47 +1100

There's high expectations as five of the mega-cap US tech stocks report results this week. From Google to Amazon, focus will be on their AI spending and plans, with investors keen to justify the huge market hype for the sector, and see some solid returns. Any rate cut in the US this week will add fuel to keep the hot market burning along.

Watchlist: Meta, SMIC, Aspen Group

Check out these stocks at www.moomoo.com/quote

Dip buying: 25 billion shares bought and sold yesterday

Fri, 24 Oct 2025 13:17:07 +1100

We've seen one of the highest-volume trading days on the sharemarket this year, with investors rushing to buy the dip. Oil, cryptocurrencies and equities are up. Whether they stay that way depends on the US Federal Reserve's decision on rates and results from most of the magnificent seven big technology stocks next week.

Watchlist: Albemarle, Karoon Energy, Intel

Check out these stocks at www.moomoo.com/quote

Tesla's fail is just one looming market pullback sign

Thu, 23 Oct 2025 11:53:44 +1100

Tesla and Netflix both failed to deliver to market expectations this week, reporting on their performance in the past quarter. That's spurred worry we'll see a trend in US tech giants' missing goals — we'll see more next week. But now, meme-trading frenzy is only adding to current pullback signs, says moomoo's Jessica Amir.

Watchlist: Apple, Beach Energy, Haliburton

Check out these stocks at www.moomoo.com/quote

Miners rout as gold price plummets

Wed, 22 Oct 2025 11:25:59 +1100

The gold price just had its biggest fall since 2013, falling more than 5% overnight. Without a clear reason for the sell off, speculation abounds whether it will rally back or fall below US$4000 an ounce. Australian miners this morning are routing on the news, with some falling more than 10% after the market open.

Watchlist: Genesis Minerals, Tesla, Beyond Meat

Check out these stocks at www.moomoo.com/quote

Spectacular volatility as Bitcoin may test US$100,000

Tue, 21 Oct 2025 11:31:58 +1100

With global sharemarkets rising substantially yesterday and overnight to highs we're seeing real indication of returning sharemarket confidence, says moomoo's Michael McCarthy. That applies double to rare earths stocks following the US$8.5 billion US-Australia deal. But not Bitcoin, which has plummeted in the past two weeks and could dip below USS$100,000.

Watchlist: Strategy, Netflix, Lynas Rare Earths

Check out these stocks at www.moomoo.com/quote

Opportunity in Chinese technology giants' big fall?

Mon, 20 Oct 2025 11:10:01 +1100

While the US market overcame mounting China trade tension to close up 1.7% last week, Hong Kong didn't. The region's benchmark sharemarket index, the Hang Seng, fell 4% led by the technology giants, such as Xiaomi, which fell 8% for the week. This followed the previous week's fall of 3% in the Hang Seng. Is this big drop in China's technology giants a buying opportunity?

Watchlist: BYD, GE Aerospace, Deep Yellow

Check out these stocks at www.moomoo.com/quote

Credit worry spikes market fear to a six-month high

Fri, 17 Oct 2025 11:31:01 +1100

Volatility is spiking as investors fret over US banks reporting credit problems. It has offset strong earnings reports from big financial companies and dragged the whole market down. Could even lead to a correction, says moomoo's Jessica Amir. But gold is steadily rising, with the spot price now surpassing US$4300 – and it remains a key defensive investment.

Watchlist: IperionX, VanEck Rare Earths and Strategic Metals ETF, Bitdeer

Check out these stocks at www.moomoo.com/quote

Rare earth stocks rally hard as megatrend begins

Thu, 16 Oct 2025 12:43:57 +1100

This week's astonishing rally in rare earths stocks could be one of the biggest macro market themes building this quarter. Last week China imposed export licensing rules, essentially restricting trade. As Australia, the US and allied nations scramble a response, rare earths stocks in those markets have soared.

Watchlist: IperionX, VanEck Rare Earths and Strategic Metals ETF, Bitdeer

Check out these stocks at www.moomoo.com/quote

Demand won't stop as silver gains more than gold

Wed, 15 Oct 2025 10:56:49 +1100

US President Donald Trump's trade talk against China turned hostile again, sinking US technology shares, such as Nvidia, which dragged down the market. The opposite is true for miners and precious metals, with gold and now silver at all-time highs. Silver has gained more than 70% this year, reaching a 45-year record high, surpassing gold.

Watchlist: Global X Silver Miners ETF, ASML Holding, LVMH Moët Hennessy

Check out these stocks at www.moomoo.com/quote

Investors eye big results from big US banks tonight

Tue, 14 Oct 2025 11:10:22 +1100

Markets are rising after the US president softened his tone against China. But the US government remains shutdown, so big finance stocks reporting tonight are extra important, not only for their extraordinarily strong growth expectations, but insight into the nation's economy. And gold has exceeded US$4100, with Aussie miners making strong gains.

Watchlist: Blackrock, Broadcom, ANZ Bank

Check out these stocks at www.moomoo.com/quote

Expect torrid trading as trade war smashes stocks

Mon, 13 Oct 2025 11:47:52 +1100

The Australian market is down this morning after a fairly safe week of trading in the sharemarket was shattered on Friday with the US and China resuming their high-stakes trade war. Proposed retaliatory tariffs from the US sent investors scrambling out of high risk assets, and stocks plummeted. Expect the week to be dominated by the fallout from their rare earths standoff.

Watchlist: Nvidia, South32, MP Materials

Check out these stocks at www.moomoo.com/quote

AI sector cannot keep up with data centre demand

Fri, 10 Oct 2025 11:01:34 +1100

As Nvidia jumps 1.8% to return to highs, despite a US market dip overnight, moomoo's Michael McCarthy says appetite for AI stocks just keeps surging. But Microsoft is now warning there are not enough data centres to keep up with AI demand into next year, and supply won't step up for some time, explains Jessica Amir.

Watchlist: VanEck Gold Miners Equity ETF, Guzman y Gomez, James Hardie

Check out these stocks at www.moomoo.com/quote

US dollar surges as investors reroute into the USA

Thu, 09 Oct 2025 12:37:01 +1100

The US dollar is surging, taking back ground since tariffs sent it reeling. It's investors' global vote of confidence in the US economy, matching a jump in the Nasdaq overnight, which saw Nvidia near highs. Gold has passed the US$4000 milestone, with its own all-time high, amid talk of US$5000 the next target to hit. And silver is a hair's breadth from its 2011 high.

Watchlist: VanEck Gold Miners Equity ETF, Guzman y Gomez, James Hardie

Check out these stocks at www.moomoo.com/quote

Oracle is a warning sign for 'AI-generated froth'

Wed, 08 Oct 2025 10:50:54 +1100

Oracle led the US market down overnight, the stock dipped 2.5%, after reports its cloud business wasn't as profitable or healthy as thought. That resounded across US technology stocks and the AI sector particularly. Fresh, strong doubts about the real profitability and long-term sustainability of high valuations surfaced, with sentiment split.

Watchlist: Dell Technologies, Tesla, Greatland Resources

Check out these stocks at www.moomoo.com/quote

Bitcoin, gold, Nasdaq, Nikkei all rally to all-time highs

Tue, 07 Oct 2025 11:19:00 +1100

The market is riding momentum from strong performances in gold and technology. Overnight, the Nasdaq-100 gained 0.78%, led by chipmaker AMD and news of its big deal with OpenAI. That was part of a broad-based surge, with gold, Japanese stocks, and Bitcoin all pushing to fresh highs. This week we will see PepsiCo report, as third-quarter reporting season in the US gets underway.

Watchlist: Advanced Micro Devices, Westgold Resources, PepsiCo

Check out these stocks at www.moomoo.com/quote

US markets steady in mean reversion as shutdown stalls data

Fri, 03 Oct 2025 11:47:19 +1000

The US government shutdown loomed over markets, but traders took it in stride, with stocks turning green in the final hour of trade. The US dollar strengthened, gold slipped, and copper surged to a 12-month high on stronger demand.

Today's watchlist: Nvidia, BHP, Tesla

Check out these stocks at https://www.moomoo.com/quote

Cryptocurrencies look set to test their all-time highs

Thu, 02 Oct 2025 11:17:59 +1000

US drugmakers lifted the S&P 500 to a new high overnight, with news of a deal between Pfizer and the government, that benefited the whole sector. That compared to gains in cryptocurrency stocks and ETFs as Bitcoin, Ethereum and others continue their rapid climb since Friday. Moomoo's Michael McCarthy says their on the way back toward all-time highs.

Watchlist: Capricorn Metals, Block, Nike

Check out these stocks at www.moomoo.com/quote

With gold up 45%, are miners or funds the way to invest?

Wed, 01 Oct 2025 11:19:30 +1000

US, Hong Kong markets continue to rise, but it is gold that's stunning investors. Rapid gains since late August have lifted the metal 16%, taking its rise so far in 2025 to 45%. And analysts say 'it's set up for a fourth-quarter run'. So should investors consider gold miners or metal based exchange-traded funds?

Watchlist: Capricorn Metals, Block, Nike

Check out these stocks at www.moomoo.com/quote

'Khaki fever' boosts Australian drone stocks

Tue, 30 Sep 2025 11:13:21 +1000

US markets edged up overnight with the Nasdaq rising 0.5%, as the likes of Nvidia boosted the index. But it was Australian defence stocks that blew up, jumping 11%, to rise 242% in 2025. Europe and world focus on drones is behind it, and that puts a few Aussie stocks in a great position. That includes Orbital, on our watchlist today.

Watchlist: Orbital, Carnival, ProShares UltraShort Bloomberg Crude Oil ETF

Check out these stocks at www.moomoo.com/quote

Bonds v shares: US markets split on rate expectations

Mon, 29 Sep 2025 12:16:41 +1000

Australian shares are climbing this morning after local and US markets closed flat last week. Following the release of US inflation data on Friday we're seeing a split in bond and share markets over rate cut expectations. Shares rallied as investors see no impediment to further rate cuts, while bond yields rose, suggesting those investors see fewer US rate cuts ahead.

Watchlist: Starbucks, IperionX, Premier Investments

Check out these stocks at www.moomoo.com/quote

Greater chance of substantial correction in US trading

Fri, 26 Sep 2025 11:25:58 +1000

US economic strength was obvious last night with GDP coming in at 3.8% on an annual basis. It's a sign we're less likely to see as many rate cuts in the US as thought, or even none, says moomoo's Michael McCarthy, which could lead to a serious correction in US trading. The response overnight was a 0.5% dip in the US market, with Oracle leading the decline.

Watchlist: Freeport-McMoRan, Capstone Copper and Chalice Mining

Check out these stocks at www.moomoo.com/quote

Rate cut expectations 'wound right back' over CPI data

Thu, 25 Sep 2025 12:55:38 +1000

The US market dipped 0.3% overnight, while Australian shares were down 0.9%, and falling further this morning. Fading rate cuts are behind both stories. With yesterday's Australian CPI at 3%, rate cut expectations this year are now down to 50%. Financial stocks are among the hardest hit. But Hong Kong technology stocks are rallying, hard.

Watchlist: Westpac, Washington H Soul Pattinson and Co, Alibaba

Check out these stocks at www.moomoo.com/quote

Opportunity in Australian retail stocks' volatility

Wed, 24 Sep 2025 11:46:25 +1000

A dip in US markets overnight reveals just how extreme investors' sensitivity to even a hint of bad news is. That negativity was in full display yesterday with Myer falling 25%. But that does not reflect the broad, divergent sector that is Australian retail, where stocks' performance overall are surprisingly strong, while volatile.

Watchlist: Myer, Micron Technology, DroneShield

Check out these stocks at www.moomoo.com/quote

Huge gains in silver stocks better than gold

Tue, 23 Sep 2025 11:28:30 +1000

The US market reached new highs, with Nvidia boosted after planning a huge investment in OpenAI. Gold is also at all-time highs, but it's silver stocks that jumped 15% yesterday, with some recording 200% gains this year. With tight supply and strong demand, analysts say there's more gains ahead for this overlooked precious metal. There's also predictions that big gains in Apple are not over, with more AI potential in the stock.

Watchlist: Global X Silver Miners ETF, Sun Silver, Apple

Check out these stocks at www.moomoo.com/quote

Data centre boom: S&P 500 rallies up US$15t since April

Mon, 22 Sep 2025 11:21:12 +1000

The AI frenzy is at the heart of the astounding US$15 trillion gain we've seen in the S&P 500 index since April. And it really doesn't look like it's over. The data centre market may triple by 2030, but it will need US$7 trillion in investing dollars to get there. Some say, with the ahistoric gains we've seen, it's starting to look like a bubble.

Watchlist: Equinix, Electro Optic Systems, Baidu

Check out these stocks at www.moomoo.com/quote

A second chance for Intel? Nvidia throws a lifeline

Fri, 19 Sep 2025 10:56:58 +1000

With global markets at all-time highs, from Japan, to the US, to gold, investors are buying 'everything they can' says moomoo Australia and New Zealand market strategist Michael McCarthy. That includes beleaguered Intel, on news Nvidia will buy 5% of the company, as they work together on AI chips. That collaboration could be bad news for prime competitor AMD.

Watchlist: AMD, Bullish, Silex Systems

Check out these stocks at www.moomoo.com/quote

Semiconductor stocks spearhead China's AI surge

Thu, 18 Sep 2025 11:08:57 +1000

After a buyout bid fell through Santos sinks, leading the ASX down this morning. This follows a flat performance in US markets after an expected rate cut, with bets firming for two more. But Hong Kong tech stocks surged magnificently yesterday, along with the broader market, as investors seek growth outside US. They're buying into China's AI story, with Bidu, SMIC and other AI stocks leading the serious rally.

Watchlist: SMIC, Wolfspeed, Santos

Check out these stocks at www.moomoo.com/quote

Uranium stocks at 10-year high 'catch attention'

Wed, 17 Sep 2025 11:02:34 +1000

Global markets are trading lightly and barely moving as investors wait on a US rate decision tomorrow. Anything less than a 0.25% cut and suggestions of more to come could derail the strong market momentum we've seen. Oil and uranium stocks spiked yesterday over geopolitical issues and intensifying energy demand, but we're seeing a pullback in some stocks this morning.

Watchlist: Deep Yellow, Global X Uranium ETF, Valero Energy

Check out these stocks at www.moomoo.com/quote

Risk, opportunity in goldminers' huge gains in 2025

Tue, 16 Sep 2025 10:47:34 +1000

US markets again hit records as investors focus on a presumed rate cut this week, and expect more. Moomoo's Michael McCarthy says pure momentum is driving the market higher. But that might not include Australian goldminers, which are rising off the escalating gold price, and have made astounding gains this year.

Watchlist: Evolution Mining, Vulcan Energy, New Hope

Check out these stocks at www.moomoo.com/quote

US rally to derail if high rate cut hopes aren't met

Mon, 15 Sep 2025 12:37:09 +1000

Goldminers are leading the Australian market down about 0.35% so far today, just as they led gains last week. But investors' main focus is on the US central bank meeting this week with expectations for rate cuts – one on Thursday morning and more to follow. Any hint otherwise could alarm the market. We also follow Oracle's huge gain last week to check in on the cloud sector and its big expectations.

Watchlist: Alphabet, Warner Bros Discovery, ANZ Bank

Check out all these stocks on moomoo's quote page

Momentum 'very strong' at historic time in markets

Fri, 12 Sep 2025 11:03:54 +1000

We're 'in extraordinary, historic times', says moomoo's Michael McCarthy, where tepid inflation data can fuel wild upward market swings. One exception to this may be US car stocks, which are gaining on strong sales figures, and one of few sectors not overvalued. But manufacturers face fierce Chinese competitors.

Watchlist: Tesla, Paramount, CSL

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Oracle's 36% spike proves AI buzz is bottom-line real

Thu, 11 Sep 2025 11:09:25 +1000

'Fragile' lithium stocks face more volatility after huge falls yesterday on news a mine in China will reopen. Investors must wait for real demand to see devastated lithium stocks recover. US, HK markets are at highs based on feverish rate-cut hopes. And Oracle, one of last megacaps to report, has astounded with strong results and projections from its cloud division.

Watchlist: Karoon Energy, Pop Mart, Life360

Check out all these stocks on moomoo's quote page

US jobs erased, markets rally on expected rate cuts

Wed, 10 Sep 2025 10:41:00 +1000

The largest US payroll revision since 2002 erased 911,000 jobs, lifting markets on expectations of rate cuts. The focus now is whether the Fed moves by 25 or 50bps. In Asia, Japan’s Nikkei surged past 44,000 on easing auto tariffs and PM Ishiba’s exit, while Hong Kong’s Hang Seng gained on tech strength.

Watchlist: Alibaba, Tencent, Xiaomi

Check out all these stocks on moomoo's quote page

Oversupply is hiding oil stocks' real strength

Tue, 09 Sep 2025 11:09:28 +1000

The oil price, dropping in recent weeks, has seen stocks such as Woodside sharply fall in the past month. Oil-producing countries pumping out the commodity are sinking stocks, but that doesn't mean their value is disappearing. We are certainly seeing gold's value rising, with the metal reaching a new all-time high overnight. Just as the Nasdaq Composite index did in the US.

Watchlist: Karoon Energy, Pop Mart, Life360

Check out all these stocks on moomoo's quote page

Investor concern could lead to US market correction

Mon, 08 Sep 2025 11:09:48 +1000

The Australian sharemarket may be set for gains this week following a 1.1% dip last week, though goldminers' strong performance may not be repeated. US job results on Friday were very poor, increasing likelihood of rate cuts, but for the first time we may be seeing investors rethink the sustainability of current market levels in a weakening economy.

Watchlist: Opendoor, Nvidia, WiseTech Global

Check out all these stocks on moomoo's quote page

Investors lose confidence in crypto stocks

Fri, 05 Sep 2025 10:43:49 +1000

Cryptocurrency-based stocks slid overnight, defying a broader upswing in the US market, especially on the Nasdaq. Smaller stocks such as American Bitcoin and Bullish were hammered, joining the sector's decline in past weeks, explains moomoo Australia and New Zealand market strategist Michasel McCarthy. We also cover Broadcom's strong result and a steady decline in BYD, despite strong sales.

Watchlist: Broadcom, SharpLink, BYD