the daily moo

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...

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 Che...

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 the...

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. Check out the app: www.moomoo.com/quote

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.m...

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, Orac...

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.m...

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 inte...

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, N...

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 Inde...

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...

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, Te...

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...

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

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 thes...

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...

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...

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  ww...

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 a...

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.m...

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.co...

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: C...

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.

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 s...

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 Che...