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
Positive momentum in sharemarkets continues, with markets gaining, and London hitting a new high. Metals, after a phenomenal rally in 2025, hit a wall this month, but seem to be gathering for yet another run up. Under supply remains a critical issue, while other factors are influencing the path of specific metals as 2026 continues.
Watchlist: Regis Resources, DoorDash, Telstra
Check out these stocks at www.moomoo.com/quote
While US market barely budged overnight, we saw swings in commodities with gas, gold and Bitcoin falling. Investors are more focused on earnings, which are leading to divergence in stock performance. This includes the US megacap 'magnificent seven' stocks which are down up to 18% year-to-date, erasing 12-month gains for some of them. The drop is so severe there is now an argument that based on their fundamentals these stocks are lo...
This year it is Australian mining stocks sweeping investors off their feet, as they become shy over big US technology bets. And the sector may get another jolt this week with BHP, Rio Tinto and Newmont among those reporting. We deep dive into what's going on.
Watchlist: Newmont, Deere, Web Travel
Check out these stocks at www.moomoo.com/quote
US markets dipped overnight with investors concerned rates may not be coming down as soon as hoped in the US. They're also cautious about massive spending plans on AI. But that huge spend will benefit some stocks, by a lot, across the whole AI supply chain. At very top of that list may be the memory, data storage sector, despite its phenomenal run in 2025, it may not be done at all.
Watchlist: SanDisk, Applovin, ANZ Bank
Australian banks are being upgraded with earnings over the year expected to rise due to interest rate hikes. It's why they're being upgraded. But we explain why Macquarie is in a better place than the Commonwealth Bank if you're looking for the long term. Also, the bullish pace of the global sharemarket looks set to continue this year. And things are looking up for Ford and Spotify.
Watchlist: Commonwealth Bank, Spotify, Ford
Global markets continue to rally this week, with the Dow Jones hitting an all-time high. One category exempt from this week's rally is the big US pharmaceutical stocks. Price wars over obesity drugs and anxiety as major patents expire has investors and the sector scrambling for solutions: mergers and Ai are two possible answers.
Watchlist: AstraZeneca, Macquarie Group, CAR Group
Check out these stocks at www.moomoo.com/quote
A rough week in markets is followed by a stronger Monday. We're seeing wildly different stock performances as investors react to company results. And this week Australia is in focus as heavyweight banks and health companies report. Analysts expect strong earnings growth, returning to positive gains after years of declines, with miners to lead.
Watchlist: CSL, Walmart, Pop Mart
Check out these stocks at www.moomoo.com/quote
Markets are entering correction as investors retreat from big technology and other growth sectors to safer staple stocks. Their mood is for Hershey bars not gold bars right now, and the question is, should you buy, hold or sell out of your big tech holdings. There could be bargains to buy or more to lose.
Watchlist: QQQ ETF, Amazon, GOLD ETF
Check out these stocks at www.moomoo.com/quote
Technology stocks continue to suffer amid a widespread selloff. Even some excellent earnings reports are not enough to lift stocks. But critical minerals are in focus as the US and Australia make plans for the sector, including strategic reserves and price floors, as they seek to secure a supply. This could have a big impact on rare earths and other sectors.
Watchlist: Lynas Rare Earths, Google, Beach Energy
Markets swung into the red overnight and in today's trading as new AI tools made investors reconsider what companies have a viable future. Consultancies and data providers were not judged kindly, joining software stocks on investors' blacklist for the session. Earnings results for some, such as Gartner, also had an effect, but the broader trend was undeniable.
Watchlist: Microsoft, Meta, Tesla
Check out these stocks at www.moomoo.c...
US stocks swung up overnight, as investors sought risk following the dip at the end of last week and a seismic drop in precious metals. Gold continued to fall, as did oil and Hong Kong stocks. But Bitcoin rebounded a little, though it's 30% fall from October is now understood to represent a loss of investor confidence.
Watchlist: Microsoft, Meta, Tesla
Check out these stocks at www.moomoo.com/quote
At the end of a midly positive week for shares the bottom of the gold market fell out, as a rally in the US dollar amid signs of higher inflation ushered in a sell off. Huge falls in gold and silver on Friday are expected to continue. This seems like a bubble market that has just burst creating a sense of chaos and uncertainty.
Watchlist: Microsoft, Meta, Tesla
Check out these stocks at www.moomoo.com/quote
Big technology stocks are reporting their quarterly results this week, and while they're beating expectations, that's not enough for the likes of Microsoft which dragged the US market down overnight. But health stocks are on the rise and is set to challenge big tech as a US market leader, while also shining in Australia and Hong Kong.
Watchlist: Microsoft, Meta, Tesla
Check out these stocks at www.moomoo.com/quote
As the US market breaches new levels, we're seeing the uranium sector rocket up, as supply shortage meets greater demand. And the artificial intelligence infrastructure build out is a principal reason for this dynamic. We outline some ways to invest across this surging sector.
Watchlist: Microsoft, Meta, Tesla
Check out these stocks at www.moomoo.com/quote
A rally in semiconductor and other technology stocks led the US market up to new highs overnight, just as the US dollar falls to lows. Technology is just one sector gaining from the currency's drop. And with the Aussie at a three-year high, there's also local opportunities for investors to get ahead of. We also cover three investments to watch.
Watchlist: Mircon, BHP, RTX
Check out these stocks at www.moomoo.com/quote
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 watch as extreme temperatures push grids to their maximum. Natural gas futures have skyrocketed ahead of paralysing winter storms in North America especially.
Watchlist: Woodside, Boeing, Fortescue
Check out these stocks at www.moomoo.com/quote
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 deal, survivors are expected to emerge from its trampling by artificial intelligence. Investors must tread carefully, being thoughtful and precise if there's to pick the right discounted winners.
Check out mentioned stocks at www.moomoo.com/quote
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 longer just about AI and big tech, we're seeing investors broaden out into industrial and other stocks were growth and opportunity is just as strong.
Watchlist: GE Aerospace, Intel, Alcoa
Check out these stocks at www.moomoo.com/quote
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 sectors rise, but that's not what we're seeing in the US communications services sector this year. It was the leading force in the market recently, but the shadow of AI is now casting its chill.
Watchlist: Alphabet, Infratil, Haliburton
Check out these stocks at www.moomoo.co...
US markets fell sharply overnight as mounting US-Europe tension rattled investors, who turned to precious metals and 'safer' investments. This biggest fall in months could become a deeper pullback, with resolution to geopolitical issues looking unlikely in the immediate term. That could spell opportunities for investors if we look at a recent similar pullback from 2024.
Watchlist: Invesco QQQ Trust, Global X Physical Silver Structu...
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