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
New deals, orders, lift market leader Nvidia near US$5t in value
US markets leapt to new highs overnight, with the world's most valuable company, Nvidia, rising 5% to a new valuation of nearly US$5 trillion. Announcing new…
- the daily moo
Trillions of dollars at stake in AI chip wars
Qualcomm shares surged more than 10% overnight on news it's moving into AI chips and already has major global customers. It's the latest in a series of AI…
- the daily moo
Positive expectations as US tech giants report
There's high expectations as five of the mega-cap US tech stocks report results this week. From Google to Amazon, focus will be on their AI spending and plans…
- the daily moo
Dip buying: 25 billion shares bought and sold yesterday
We've seen one of the highest-volume trading days on the sharemarket this year, with investors rushing to buy the dip. Oil, cryptocurrencies and equities are…
- the daily moo
Tesla's fail is just one looming market pullback sign
Tesla and Netflix both failed to deliver to market expectations this week, reporting on their performance in the past quarter. That's spurred worry we'll see a…
- the daily moo
Miners rout as gold price plummets
The gold price just had its biggest fall since 2013, falling more than 5% overnight. Without a clear reason for the sell off, speculation abounds whether it…
- the daily moo
Spectacular volatility as Bitcoin may test US$100,000
With global sharemarkets rising substantially yesterday and overnight to highs we're seeing real indication of returning sharemarket confidence, says moomoo's…
- the daily moo
Opportunity in Chinese technology giants' big fall?
While the US market overcame mounting China trade tension to close up 1.7% last week, Hong Kong didn't. The region's benchmark sharemarket index, the Hang…
- the daily moo
Credit worry spikes market fear to a six-month high
Volatility is spiking as investors fret over US banks reporting credit problems. It has offset strong earnings reports from big financial companies and dragged…
- the daily moo
Rare earth stocks rally hard as megatrend begins
This week's astonishing rally in rare earths stocks could be one of the biggest macro market themes building this quarter. Last week China imposed export…
- the daily moo
Demand won't stop as silver gains more than gold
US President Donald Trump's trade talk against China turned hostile again, sinking US technology shares, such as Nvidia, which dragged down the market. The…
- the daily moo
Investors eye big results from big US banks tonight
Markets are rising after the US president softened his tone against China. But the US government remains shutdown, so big finance stocks reporting tonight are…
- the daily moo
Expect torrid trading as trade war smashes stocks
The Australian market is down this morning after a fairly safe week of trading in the sharemarket was shattered on Friday with the US and China resuming their…
- the daily moo
AI sector cannot keep up with data centre demand
As Nvidia jumps 1.8% to return to highs, despite a US market dip overnight, moomoo's Michael McCarthy says appetite for AI stocks just keeps surging. But…
- the daily moo
US dollar surges as investors reroute into the USA
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…
- the daily moo
Oracle is a warning sign for 'AI-generated froth'
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…
- the daily moo
Bitcoin, gold, Nasdaq, Nikkei all rally to all-time highs
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…
- the daily moo
US markets steady in mean reversion as shutdown stalls data
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…
- the daily moo
Cryptocurrencies look set to test their all-time highs
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…
- the daily moo
With gold up 45%, are miners or funds the way to invest?
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…
- the daily moo
'Khaki fever' boosts Australian drone stocks
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…
- the daily moo
Bonds v shares: US markets split on rate expectations
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…
- the daily moo
Greater chance of substantial correction in US trading
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…
- the daily moo
Rate cut expectations 'wound right back' over CPI data
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…
- the daily moo
Opportunity in Australian retail stocks' volatility
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…
- the daily moo
Huge gains in silver stocks better than gold
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…
- the daily moo
Data centre boom: S&P 500 rallies up US$15t since April
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…
- the daily moo
A second chance for Intel? Nvidia throws a lifeline
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…
- the daily moo
Semiconductor stocks spearhead China's AI surge
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…
- the daily moo
Uranium stocks at 10-year high 'catch attention'
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…
- the daily moo
Risk, opportunity in goldminers' huge gains in 2025
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…
- the daily moo
US rally to derail if high rate cut hopes aren't met
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…
- the daily moo
Momentum 'very strong' at historic time in markets
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…
- the daily moo
Oracle's 36% spike proves AI buzz is bottom-line real
'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…
- the daily moo
US jobs erased, markets rally on expected rate cuts
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…
- the daily moo
Oversupply is hiding oil stocks' real strength
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…
- the daily moo
Investor concern could lead to US market correction
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…
- the daily moo
Investors lose confidence in crypto stocks
Cryptocurrency-based stocks slid overnight, defying a broader upswing in the US market, especially on the Nasdaq. Smaller stocks such as American Bitcoin and…
- the daily moo
Australian bank, retailers to benefit from GDP growth
Banks and supermarkets are just two sectors of the Australian sharemarket expected to gain long term from strengthening economic growth, revealed in GDP…
- the daily moo
Tech stocks slide, gold climbs on stagflation fears
With bond yields surging, US equities slipped overnight while investors rotated into gold. Tech stocks were among the hardest hit, with Nvidia, Amazon and…
- the daily moo
Hong Kong stocks surge as gold nears record high
With metals prices rallying we could see a resources-driven rally in stocks today. Gold, silver, palladium and platinum all surged overnight, with local…
- the daily moo
Australian earnings report: 'positive but huge stock swings'
The Australian 2024-25 reporting season is over and while results were clearly positive, it was really about powerful individual results sending stocks…
- the daily moo
Earnings results justify the big gains in US shares
Markets made gains yesterday on the back of strong earnings results and encouraging GDP growth in the US. As earnings season there comes to an end we've seen…
- the daily moo
Nvidia's strong profit does not please investors
Wall Street edged higher overnight, closing at new record levels, driven by a series of strong earnings results that sent several stocks sharply higher. That…
- the daily moo
Earnings results slam Woolworths as Coles surges up
The US market is slightly up led by Eli Lilly and airline stocks. But the move is tentative and investors await key earnings and inflation data later this…
- the daily moo
Hong Kong market near four-year high is still undervalued
US markets pulled back overnight with investors doubting inflation figures out on Friday. Local stocks continue to swing depending on results, such as Reece's…
- the daily moo
In a week of big earnings, it is all about inflation
Some of the biggest stocks on the market will report results this week, so expect big swings in values as Nvidia, Wesfarmers and others deliver, explains…
- the daily moo
Don't be so sure US Fed will signal a rate cut tonight
The US market is down as retailers such as Walmart disappoint. Aussie shares are up to a record high partly due to positive earnings season says moomoo's…
- the daily moo
Expect volatility as central bankers gather in the US
The big US technology stocks remained under pressure overnight, sending the Nasdaq down. Investors' nerves are fraying ahead of central bankers' US meeting…
- the daily moo
Nasdaq falls as most popular US stocks are hit hard
A sell off of big tech megacaps swept US markets. We saw a lack of buyers compared to sellers, and so valuations dropped. Palantir was hit hard, falling more…
- the daily moo
Cryptocurrencies in big retreat from their record highs
US equity markets barely budged overnight, with the major indexes closing flat. Investors are treading water ahead of a global economic summit in the US later…
- the daily moo
Results and profit takers to challenge ASX 200 at its high
Despite a dip on Friday, all markets ended the week up well up, with the ASX 200 hitting a new record. This week, with a huge number of company reports, and…
- the daily moo
Intel leaps as US government looks to buy a stake
Higher than expected wholesale inflation dampened rate cut excitement to see the US market close flat overnight. But positive news reports sent Intel, Amazon…
- the daily moo
ASX set to recover from CBA's big hit
Real-economy stocks are on the rise in the US, as investors veer away from the tech megacaps. The Dow Jones and Russell 2000 made solid gains overnight. We saw…
- the daily moo
Markets soar as US inflation fuels rate cut hopes
US stocks kicked into high gear overnight, with major indices surging to record highs. Steady inflation data fuelled expectation of a rate cut next month…
- the daily moo
Australian market hinges on today's RBA rate decision
The Reserve Bank of Australia will decide whether or not to change the cash rate today, which the markets are fully expecting to be a cut. Any change may…
- the daily moo
It's another week of huge swings in stock prices
Inflation figures out in the US could change the game tomorrow, if they're higher that expected we could see a drastic reaction in the sharemarket as rate cut…
- the daily moo
Strong earnings but stocks falling: what's going on?
Big stocks swings, often after great results, are happening as investors are buying anything promising well before results come out, explains moomoo Australia…
- the daily moo
Markets rally as earnings eclipse fears of tariffs
Markets are up as investors are buoyant over stronger company earnings and rate cut chances, so rush to buy any market dip, explains moomoo market strategist…
- the daily moo
Opportunity, risk and volatility abound in August
We're seeing widening volatility one week into August as economic data, strong company earnings and tariff news create a maelstrom of market uncertainty…