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
Alphabet’s record $5.5B Kangaroo bond and Nvidia’s latest earnings highlight surging global capital flows into AI infrastructure. However, in Australia, grid capacity constraints and evolving policy settings present significant structural headwinds for new data centre developments.
Today's watchlist Nvidia, NextDC, Qantas
Check out these stocks: www.moomoo.com/quote
Fast-fashion giant SHEIN is preparing for Hong Kong’s largest listing of the year with an upcoming market debut targeting an estimated valuation of ~$27 billion. Despite headwinds from shifting global tariffs and fierce ecommerce competition, this high-stakes IPO will serve as a critical gauge for the future of the cross-border online retail sector.
Today's watchlist: PDD, Meituan, Sandfire Resources
Consumer staple demand, private-label uptake, and automated supply chains are in focus across the Australian grocery sector ahead of Coles' reporting date. Amid recent global tech volatility, defensive retailers have shown steady performance, driven in part by digital sales growth and margin management.
Today's Watchlist: Coles, Intuit, Zoom
Check out these stocks: www.moomoo.com/quote
With crude prices climbing amid prolonged Middle East tensions, persistent energy costs are fuelling a sticky wave of cost-push inflation across the broader economy. This structural oil shock threatens to keep interest rates higher for longer while squeezing corporate margins and Australian household budgets throughout the supply chain.
Today's Watchlist: Ampol, PLS, Palo Alto
Check out these stocks: www.moomoo.com/quote
While broader US markets faced pressure, eyes turn toward Nvidia’s highly anticipated earnings report next week. With the semiconductor sector down 20% from its recent highs, Nvidia's results and forward guidance will be the critical test of whether resilient AI demand can spark the next major leg higher.
Today's Watchlist: Marvell, Walmart, Guzman y Gomez
Check out these stocks: www.moomoo.com/quote
With global crude prices holding strong, we break down the real story behind the performance divide between energy giants ExxonMobil and Woodside. Discover how distinct capital allocation strategies, from aggressive U.S. share buybacks to Australia’s long-cycle mega-projects, are shaping the future of shareholder returns across the oil and gas sector.
Today's Watchlist: Santos, Moderna, Pop Mart
Check out these stocks: w...
Copper is trading near record highs above $14,000 a ton amid a severe supply squeeze, with structural demand from AI data centers and clean energy colliding with a projected shortfall of up to 10 million tonnes a year over the coming decade. Declining ore grades and long mine development timelines mean supply cannot keep pace, setting the stage for what could be shaping into a decade-long infrastructure super cycle.
Today's Watchli...
Surging oil prices and a global supply shock, ongoing geopolitical crises, huge new tariffs and fears of AI disruption and a possible market bubble – all this should be roiling markets horribly.
But globally, shares just keep rising to all-time highs. Nasdaq chief economist Phil Mackintosh explains that there's no mystery, and we can have confidence in market performan...
This week, the spotlight shifts to the highly anticipated earnings of Australian mining and resource giants. Investors and analysts will be closely monitoring free cash flow and dividend sustainability, especially as rising labour and energy costs could threaten to squeeze margins for market heavyweights.
Today's Watchlist: BHP, CSL, Reddit
Check out these stocks: www.moomoo.com/quote
The "picks and shovels" of the AI ecosystem, from infrastructure giants to server makers like SMCI, are delivering blockbuster earnings, proving that AI could be rapidly transitioning from a speculative bet into a high-yielding, cash-flow-rich powerhouse.
Today's Watchlist: SMCI, Cisco, Treasury Wine
Check out these stocks: www.moomoo.com/quote
A decline in residential mortgage applications across major Australian banks signals a stall in their primary profit growth engine.
Today's Watchlist: ANZ Bank, SpaceX, Lenovo
Check out these stocks: www.moomoo.com/quote
With global 10-year yields reaching multi-year highs, widening credit spreads indicate that the $58 trillion bond market is signaling a structural end to the era of easy money.
Today's Watchlist: Coreweave, Nebius, CBA
Check out these stocks: www.moomoo.com/quote
Led by a major turnaround in players like Atlassian, segments of the software sector have staged a powerful recovery, suggesting these companies are positioning themselves as key AI beneficiaries rather than victims.
Today's Watchlist: XSW Software ETF, Riot Platforms, Westpac Bank
Check out these stocks: www.moomoo.com/quote
As the ASX 200 trades near historic highs, the commencement of the Australian corporate reporting season presents a critical valuation test as markets exhibit heightened sensitivity to forward guidance and margin pressures.
Today's Watchlist: Life360, Barrick Mining, Rocket Lab
Check out these stocks: www.moomoo.com/quote
Gold just staged its biggest breakout in months, surging past $4,250 and clearing $4,300 on futures. Here's why Wall Street keeps getting gold wrong, and what central bank buying, ballooning debt, and year-end targets mean for your portfolio.
Today's Watchlist: Pantoro Gold, Datadog, Atlassian
Check out these stocks: www.moomoo.com/quote
The global financial markets are currently experiencing an exceptionally bullish phase characterised by elevated volatility and major indices hitting historic highs. This environment of "irrational exuberance" is primarily driven by strong micro-level corporate earnings, with investors frequently overlooking macroeconomic risks in favor of positive growth narratives.
Today's Watchlist: Applovin, ConocoPhillips, Block
After quadrupling earlier this year, memory sector valuations have shed one trillion dollars, raising critical questions about whether compressed P/E ratios reflect healthy profit-taking or genuine market doubt around forward earnings projections.
Today's Watchlist: Sandisk, AMD, 4D Medical
Check out these stocks: www.moomoo.com/quote
A strong rally has gripped US markets, as US-Iran conflict fears ease and impressive results from US companies keep coming. But will that include SpaceX? It's share price has plummeted since its listing, and pressure is intensifying. It's earnings report tomorrow will be crucial to its future and investor confidence.
Today's Watchlist: NASA ETF, Caterpillar, Guzman Y Gomez
Check out these stocks: www.moomoo.com/quote
The crypto sector is experiencing a clear divergence based on business model adaptability. Mining companies have successfully leveraged their infrastructure for AI computing, delivering strong year-to-date performance, while companies with direct Bitcoin exposure are navigating the asset's 27% decline through strategic diversification.
Today's Watchlist: Circle, Palantir, WiseTech
Check out these stocks: www.moomoo.com/quote
A tech-led Wall Street rally driven by strong semiconductor gains and cloud earnings from Microsoft and Amazon, with a clear divergence emerging across the sector as investors reward companies demonstrating immediate AI monetisation while penalising those with longer paths to return on investment.
Today's Watchlist: Amazon, Live Nation, Capstone Copper
Check out these stocks: www.moomoo.com/quote
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