Shows / the daily moo
the daily moo
Essential sharemarket insight delivered every morning by the market strategists of share-trading platform moomoo Australia and New Zealand. We cover the latest news, explore trends, and cover three investments in our daily watchlist.
Episodes
- the daily moo
Global energy stocks surge as wild weather escalates
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…
- the daily moo
Share prices plummet, earnings growth slows, as AI stomps software
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…
- the daily moo
Investors find opportunity in real-world stocks, beyond tech giants
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…
- the daily moo
Market-beating US communications stocks are now becoming losers
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…
- the daily moo
Markets' biggest drop in months may become much worse
US markets fell sharply overnight as mounting US-Europe tension rattled investors, who turned to precious metals and 'safer' investments. This biggest fall in…
- the daily moo
Gold, silver hit highs, but greater gains likely
Gold and silver just reached new highs, as investors veer from an increasingly risky geopolitical outlook between the Middle East and Europe. With demand…
- the daily moo
Heavyweight miners make big gains as commodity demand goes higher
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…
- the daily moo
Here's a simple four-step guide to investing in 2026
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…
- the daily moo
TSMC's result is a huge jolt of confidence for AI investors globally
The world's most important semiconductor maker, Taiwan Semiconductor Manufacturing Co reported a blow-out result which sparked renewed confidence among…
- the daily moo
Bitcoin bounds higher, with $100,000 the key level to watch
US shares fell overnight, with the first big companies to report 2025 results failed to impress investors. As banks dropped, questions over stocks' valuations…
- the daily moo
US banks swing from best to worst performers, but may bounce back
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…
- the daily moo
Expect copper to make further gains as supply slows, demand rises
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…
- the daily moo
Energy sector rises to meet AI's insatiable need for power
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…
- the daily moo
Google, now the second-most valuable company, enters a new golden age
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…
- the daily moo
Defence, cyber stocks soar to new highs as geopolitical tension mounts
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…
- the daily moo
Lithium upcycle kicks into second gear with demand, price to soar
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…
- the daily moo
The market sectors making gains as the oil price heads to lower lows
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…
- the daily moo
Last year's winning sectors charge into an already volatile 2026
2026 has started with a bang, as geopolitical tension and volatility underscore strong demand for metals, semiconductors and defence stocks. It's the sectors…
- the daily moo
Hong Kong's remarkable outperformance has potential to keep going
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…
- the daily moo
Tesla's new high is all about its robotaxi potential
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…
- the daily moo
Will Australian gold miners continue to dominate gains in 2026?
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…
- the daily moo
What the biggest gainers and most traded of 2025 tell us about 2026
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…
- the daily moo
Strengthening expectations of a broader market bull run in 2026
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%…
- the daily moo
More gains likely for platinum as it reaches a 17-year high
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 daily moo
Six reasons why 2026 will be a bullish, bumpy year in markets
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…
- the daily moo
Big US banks hit highs, with more upside ahead
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…
- the daily moo
Gold price forecast for 2026: it may rise up to 30%
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…
- the daily moo
AI moves from pilot stage to main stage in 2026: ETFs, stocks to watch
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…
- the daily moo
Don't expect this uranium bear market to last, as demand soars
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…
- the daily moo
US rate cut creates 'more favourable' environment for stocks
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…
- the daily moo
Record spending sees consumer stocks surge in US, Australia
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…
- the daily moo
If an Australian rate rise looks likely, expect shares to rise
Investor confidence dipped globally ahead of Australian and US rate decision this week. Seeking policy certainty into 2026, comments from both central banks…
- the daily moo
US rate commentary will shape global markets this week
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…
- the daily moo
Commodities may deliver the best returns in 2026
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…
- the daily moo
Expect huge growth in Australia's 'essential' data centre sector
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…
- the daily moo
Copper at highs, but huge increase in demand ahead
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…
- the daily moo
Investors believe 2026 is going to be a very strong year
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…
- the daily moo
Why quality stocks are doing so well, and may rise higher
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…
- the daily moo
Silver at highs may lead commodities' rally in December
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 daily moo
Expect an increase in market volatility across December
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…
- the daily moo
Rate hikes would hit the unprepared Australian sharemarket hard
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…
- the daily moo
Google may be this decade's AI superpower stock
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…
- the daily moo
The AI investment cycle is broad, intact and gaining pace
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…
- the daily moo
Record travel numbers a tailwind for airline stocks
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…
- the daily moo
Here's some ways to approach the current market pullback
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…
- the daily moo
Nvidia's strong results mean AI boom is likely to continue
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…
- the daily moo
Bitcoin has now lost all of its 2025 gains
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 daily moo
Expect a bull run in lithium, as new market cycle begins
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…
- the daily moo
Investors' hard turn to safety could lead to crash
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…
- the daily moo
Get to know the hottest ETFs for Aussie traders this month
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…
- the daily moo
Investors buy heavily into healthcare stocks
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…
- the daily moo
Australia's big four banks' profit margins simply stink
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…
- the daily moo
Company reports are causing stocks to swing wildly
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…
- the daily moo
US economic news delivers 'fatal blow' to optimists
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…
- the daily moo
Food, health sectors lead as investors turn from risk
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…
- the daily moo
'Stocks ran up too fast': sell, hold or buy?
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…
- the daily moo
It might not too late to make stellar returns this year
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…
- the daily moo
We've seen huge gains in global uranium stocks
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…
- the daily moo
Amazon surges double-digits as the Nasdaq starts sinking
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…
- the daily moo
Expect short-term pullback as central banks stop cutting
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…