the daily moo

The US sharemarket surges to a new high as investors bet on resolution to Middle East conflict, a full resumption of the oil trade, and strong earnings results from companies. The big banks, reporting massive profits totalling about US$50 billion last quarter, support this optimistic outlook for stocks and the economy. Watchlist: Charles Schwab, Netflix, Liontown Check out these stocks:  www.moomo...

The US market upswing continues with expectation of resolution to the Strait of Hormuz stand off and a resumption to trade. But the energy 'rethink' spurred by the oil crisis is sending uranium stocks skyward, and it could be a long term trend as supply cannot meet demand, and there's no immediate resolution to that imbalance. Watchlist: Betashares Global Uranium ETF, DoorDash, Morgan Stanley Chec...

The global sharemarket rebound is well under way, with the US nearing record highs. This follows the March selloff, which reset stock values to the 'best level' in years, say analysts, with even the price-to-earnings ratio of the 'magnificent seven' at its most attractive since 'liberation day' a year ago. Watchlist: ASML, Coreweave, Evolution Mining Check out these stocks:  www.moomoo.com/quote

The US market rallied back to its pre-war level overnight, as companies start to report their first-quarter results for the year. Expectations are very bullish, especially for the mighty technology sector, with global investment managers recommending to be 'overweight' in US stocks. But investors will keenly watch company expectations for the rest of 2026. Watchlist: BlackRock, Dell Technologies,...

Last week's powerful share market rally is not likely to repeat this week, with the Australian market opening down as renewed Middle East disruption hits investor nerves. This continues to fuel inflation, with central bank's pivoting to hold or raise interest rates. Problem is, share markets are largely unprepared for the impact of this. Watchlist: Lam Research, Goldman Sachs, Guzman y Gomez Check...

World markets continue to recover from their trouncing during the Iran war, with the AI sector driving that uptick. That means investors are again beating up software stocks, a sector that fell hard overnight, but may possibly be a big winner as companies rush to employ AI agents – a powerful, unstoppable trend that will reshape business. Watchlist: Amazon, Atlassian, WiseTech Global Check out the...

Global sharemarkets rallied powerfully in the past 24 hours, with some Asian and Europen indices up more than 5%. Technology stocks are leading the broad surge, including in Australia, where April is a proven outperformer compared to other months. With momentum building, it could be the best month of 2026 for gains. Watchlist: Teradyne, Levi Strauss, DroneShield Check out these stocks:  www.moomoo...

US stocks rallied from session lows, with the Australian market soaring at its open on news of a US-Iran ceasefire as the oil price drops. It is metals stocks gaining the most ground over the past week, with aluminium, gold and copper surging in what appears to be a structural shift in the market, with new higher prices set to stay. Watchlist: Emerald Resources, Delta Air Lines, Intel Check out th...

A risk-on rally swept US markets overnight, driving the Nasdaq up nearly 4%. And the Australian market is following this morning. This is down to signals of peace in the Iran war... so what should investors expect if we do see a clear end to the war, and which sectors will rise or fall as hostilities cease? Watchlist: Schawb Dividend ETF, LyondellBasell, South32 Check out these stocks:  www.moomoo...

Sharemarkets keep falling, driven by technology and other growth sectors. It's the commodities and value stocks that are holding up, such as coal and chemicals. But the broad bass alarm of bonds is sounding through markets, with a huge spike in yields indicating higher inflation, higher rates and a continuing drop in the value of equities. Watchlist: Schawb Dividend ETF, LyondellBasell, South32 Ch...

A sweeping drop in sharemarkets is expected this week, following last week's rout (which did not include Australia). With oil rising and fear peaking it is big US technology stocks feeling the pain, falling up to 26% year to date, with more likely ahead as momentum accelerates. Watchlist: Microsoft, Estee Lauder, Liontown Check out these stocks:  www.moomoo.com/quote

US markets were swept by negativity overnight as the oil price spiked and the Iran war looked set to continue. Defence stocks are one bright sector, with an argument forming that drone stocks are still undervalued, and stand to benefit as global militaries rush to make AI-powered drones central to their plans. Watchlist: Swarmer, Meta, 4D Medical Check out these stocks:  www.moomoo.com/quote

Markets continue to climb on (somewhat unconvincing) talk of Iran conflict resolution. Analysts are more convinced that inflation will spike above 4% in the US and 5% in Australia in coming months. Especially the US market is not ready for this, so when it does hit the reaction is likely to be severe. Watchlist: ARM, Meituan, G8 Education Check out these stocks:  www.moomoo.com/quote

US markets slid over uncertainty of resolution to the Iran war, with tech stocks hit hard overnight. But one of the worst performing sectors this year is private credit, with stocks falling around 30% as investors panic over their exposure to the crumbling software sector. They're demanding their money back and the lenders are saying no. Watchlist: Ares Management, Coinbase, Pop Mart Check out the...

A rally in US markets and Australia should be taken lightly by investors. All we need to see is a higher oil price, the US central bank talking of rate hikes or big tech companies showing margin pressure, and markets would be in a tailspin, falling up to 30% from recent highs. It all depends on how the Iran conflict continues from this point. Watchlist: Albemarle, Myer, IperionX Check out these st...

Markets slid heavily last week, lead by the Nasdaq down 3%. Losses were widespread, excepting oil stocks, with gold hit especially hard. The precious metal had its biggest fall in decades, and now it must test support levels at US$4400. If it falls though we could be seeing a further 10% slide. Watchlist: Vault Minerals, Super Micro Computer, Southern Copper Check out these stocks:  www.moomoo.com...

Sharemarkets are sinking to further lows as the Iran conflict escalates again, and confusion over any possible ending remains. As energy stocks fluctuate we're seeing oil stocks rise and electric vehicle sales spike. As the Chinese automakers step up to produce the mass market models the world wants, they're devouring market share from the US. Watchlist: NIO, Tesla, Alibaba Check out these stocks:...

Markets are falling as Iran escalates its attacks and US inflation is pointing higher. Amid the pessimism, SanDisk is one stock standing out for its amazing gains, both overnight and the past year. We look at the whole data storage sector to see how much more is ahead for these impressive stocks, as Micron reports results this morning. Watchlist: Micron Technology, Sims, Rocket Lab Check out these...

Markets are holding steady as the Iran conflict continues and the US decides on interest rates tomorrow. Slowing growth, rising prices is a 'worst of world' scenario for central banks, as 33 around the globe are now deciding which course to take in interest rates: up or down. So will they follow Australia, and hike rates? Or keep them steady, as expected in the USA tomorrow? We explore how these d...

Markets are rising with hope the oil trade will get back to normal sooner rather than later. The global disruption is hitting the coal sector hard, with stocks rallying to multi-year highs. And a look at the world energy market indicates there more room to run. Watchlist: New Hope, Meta, Ciena Check out these stocks:  www.moomoo.com/quote

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

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

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...

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 Check out thes...

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...