the daily moo

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 Check out these stocks at...

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

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

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

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 Chec...

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 Trus...

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

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 Check out these stocks at  www.moomoo....

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

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

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: iShare...

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 Check o...

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, Delt...

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 Sto...

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:...

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/qu...

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 th...

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, Strate...

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

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 Check out these stocks at www.mo...

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...

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/quo...

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

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 ...

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, Medli...