the daily moo

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...

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 Resourc...

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...

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

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 Che...

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/quo...

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 Cru...

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, Iperion...

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 Cop...

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, Ali...

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 st...

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...

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, Baid...

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...

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 s...

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, Glob...

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.moo...

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 expectation...

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 Check out all these stocks on  moomoo's quote page

'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 M...

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

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 Energ...

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 Che...

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. Watchl...

Banks and supermarkets are just two sectors of the Australian sharemarket expected to gain long term from strengthening economic growth, revealed in GDP figures released yesterday, explains moomoo's Michael McCarthy. And in US tech stocks, Alphabet soared, pushing the Nasdaq up 1% overnight, , while Figma and Salesforce suffer after releasing results. Watchlist: Alphabet, Salesforce, Figma Check o...