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 Kong, not the US or Australia, that has truly outperformed this year, up 29%, with forecasts of big gains in 2026, with US and China policies continuing to support the market.
Watchlist: SMIC, Rocket Lab, Elsight
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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 new highs last night, with investors excited over strong growth in its robotaxi business, which some commentators say is set for exponential growth that could reach trillions of dollars.
Watchlist: General Motors, Goodman Group, Mixue
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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 week. Leading investment banks target another 20% to 30% lift in gold next year. Will that help miners continue to dominate gains in the Australian market?
Watchlist: Westgold, Carnival, Alibaba
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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 ideas on how to manage investments in the expected volatile market of 2026, and highlights where the biggest opportunities could be in the new year and beyond.
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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% after a strong earnings report. But forecasts for 2026 are for a broader market bull run, as AI benefits many sectors beyond technology, especially financials and healthcare.
Watchlist: SanDisk, Starbucks, Austal
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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 way. But commodities, such as precious metals are rising. One of the best performers is platinum, rising rapidly in the past two months to a 17-year high, with no sign demand for the metal is fading.
Watchlist: Southern Palladium, Medline, Micron Technology
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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 economy, with some unimpressive jobs figures out, and that's one reason we're expecting a very volatile year in the sharemarket, where Australian miners and US technology may make big gains.
Watchlist: Amazon, Marathon, Treasury Wine
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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 and crypto stocks fall sharply, with Strategy down 8%. But it's the big US banks that are benefiting, as Wells Fargo and others reaching new highs, and it looks like there's further gains ahead.
Watchlist: Wells Fargo, Tesla, DroneShield
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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 week, which could be decisive for future US rate decisions. But gold is up, nearing a record high. And we ask, will it continue to gain in 2026, following its 60% rally in 2025 so far?
Watchlist: Emerald Resources, Lululemon, Cisco
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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 talks through stocks and ETFs to watch as AI really accelerates into the new year — and the industry generates stronger returns.
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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 also seen uranium stocks dip as supply ramps up, but that may change as the impossible energy demands of data centres escalate into 2026 and well beyond.
Watchlist: Paladin Energy, Broadcom, Rivkin Automotive
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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 third-highest level in history. A stronger narrative for the sharemarket is now emerging, explains moomoo's Jessica Amir. This story supported by positive expectations for the broader US economy in 2026.
Watchlist: Ramelius Resources, Alphabet, Oracle
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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 this holiday season, while Australians are projected to spend $28.4 billion. Travel, retail and food are among the sectors already benefiting from this spending uptick.
Watchlist: Flight Centre, Nvidia, Applovin
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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 will be closely listened to when they hand down decisions. Australian shares may be a key beneficiary if a local rate hike looks likely. If US and Australian rates diverge, a stronger Aussie dollar would likely draw international investor interest.
Watchlist: Liontown, Paramount Skydance, IBM
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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, but it's the path from there that is likely to profoundly affect global markets. Any comments about rates heading up or down for the next two years, or division within the rate-setting committee, will be critical.
Watchlist: Whitehaven Coal, Netflix, Microchip Tech.
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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 artificial intelligence ecosystem, its demand for gold, silver, lithium and other metals is insatiable. There's no indication it will slow as billions of dollars spent on AI become trillions in years ahead.
Watchlist
Invesco DB Commodity Index Tracking Fund
iShares S&P GSCI Commodity-Indexed Trust
iShares Silver Trust
SPDR Gold Shares
Global X Copper Miners ETF
Global X Silver Miners ETF
VanEck Gold Miners ETF
Check out these ETFs at www.moomoo.com/quote

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 maybe not for Australian data centres, which are a sector increasingly critical to the economy, GDP growth, and a supply chain of local companies. All because there's huge growth predicted for the sector.
Watchlist: NextDC, Snowflake, Dollar General
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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, stocks are rising, including copper. As the metal's price returns to highs it's boosting Australian and global miners. Copper demand is rising as supply is limited. Talk of new US tariffs is helping.
Watchlist: Sandfire Resources, Salesforce, Tesla
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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 signs that tell us they're gearing up for a very strong year in 2026. And we're seeing company earnings expectations and global economic growth forecasts suggest this is likely.
Watchlist: Marvell Technologies, Boeing, Ampol
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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 to their recent all-time highs. A US rate cut next week could see that category rise even higher again, explains moomoo's Jessica Amir.
Watchlist: CrowdStrike, Synopsys, Greatland
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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 rise of precious metals and commodities, especially silver, which just reached an all-time high. With demand outpacing supply, further gains seem likely.
Watchlist: Pan American Silver, Global X Copper Miners ETF, Metcash
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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 December. But moomoo's Michael McCarthy says it is stronger volatility we should be expecting with an uncertain US economy, even as investors await a likely rate cut in a few weeks.
Watchlist: Ulta Beauty, Li Auto, HMC Capital
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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 a rate cut next month. But not so in Australia, where the sharemarket will face a tough readjustment as expectations increase of two rate hikes next year.
Watchlist: Temple & Webster, Dell, Deere
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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 processing units are in demand and it has the reach to rival many of its peers as AI uptake increases. Nvidia's share price fell on the news its Google's latest deal, with Meta.
Watchlist: Westgold, Live Nation, Spotify
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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 stocks leading the charge, with semiconductor maker Broadcom up 11%. Moomoo's Jessica Amir runs through eight reasons right now that we can expect more from the sector.
Watchlist: Broadcom, Coinbase, Web Travel Group
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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 traditionally strong period for airlines in the US and Australia, so traders will want to keep American Airlines and others on their radar across this holiday stretch.
Watchlist: Virgin Australia, Alibaba, Eli Lilly
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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 newly released employment data overnight. Markets are dropping as they readjust, so moomoo's Jessica Amir explains how investors can approach this pullback.
Watchlist: Walmart, Oracle, Liontown Resources
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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. Results for the semiconductor giant's data-centre division and forward projections seem to have reassured the market, explains moomoo's Jessica Amir. We're not certain the recent pullback is over, but Nvidia could power a comeback.
Watchlist: Constellation Energy, Block, Australian Agricultural
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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 fall. But it was Bitcoin falling briefly below US$90,000 that shocked the market. It's a big drop from its US$126.000 October high, and it may have further to go.

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 point down, companies take on debt, and investors await economic news. But lithium stocks are booming. Across the US and Australia, we're seeing huge spikes in lithium stocks, with expectation we're in for a bull run into next year as the sector enters a new cycle.
Watchlist: Pilbara Minerals, Alphabet, Luckin Coffee
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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 declining likelihood of a rate cut in that market. The pace and trend of this pullback could lead to a crash says moomoo's Jessica Amir. Much will depend on next week when Nvidia releases its results.
Watchlist: Amazon.com, Tencent, DroneShield
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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 month for those seeking more safety. For Australian investors, the Vanguard Australian Shares ETF is number one, but then they're squarely focused on what the world has to offer.
Watchlist: Southwest Airlines, Cisco, Life360
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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 economy says moomoo's Jessica Amir – and that enthusiasm boosted the Dow to a new high overnight. As the Nasdaq has dipped, the healthcare sector has rallied, with the VanEck Global Healthcare Leaders ETF a good example.
Watchlist: SMCI, CoreWeave, ANZ Group
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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 biggest, of the big four banks have reported shrinking profit margins – just one factor driving analysts to classify them as 'sell' or 'hold', even though they're near all-time highs.
Watchlist: SMCI, CoreWeave, ANZ Group
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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 a savage audience. Meta fell 18% since reporting recently, while SMCI dropped 23% last week, with the market still reeling from its disappointment. All this is happening as investors question the AI sector.
Watchlist: SMCI, CoreWeave, ANZ Group
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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 rate cut by the central bank, investors instead focused on the weakening economy – and that's a concerning change in investor thinking that could lead to a broader sell off.
Watchlist: Doordash, Block, Macquarie Group
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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 stocks. And, as moomoo's Jessica Amir explains, that move into quality investments is what we're seeing across Australia and the US. It's the giant US healthcare and popular global food names leading that trend
Watchlist: McDonald's, Snap, National Australia Bank
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'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 Wall St names calling time on this year's strong rally, Jessica Amir looks at the signs of a deepening market drop, and whether your should 'sell', 'hold' or 'buy' now.
Watchlist: Palantir, Uber, iShares Bitcoin Trust
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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 spending more money, and trading in key stocks picks up. So getting in now, whether to an index-level investment or particular stocks, could give investors solid returns for the month – if history repeats.
Watchlist: Eaton, Iren, Tabcorp
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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 was matched by the world's uranium investments, with the sector spiking more than 10% globally following US news of an US$80 billion government investment.
Watchlist: Global X Uranium ETF, Palantir, Westpac
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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 slide in the Nasdaq Composite index overnight, explains moomoo's Michael McCarthy. And Australian retailers, such as Wesfarmers, are in trouble as their shares head down.
Watchlist: Atlassian, Coinbase, Wesfarmers
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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 inflation and employment balanced. Investors should rethink what they expect of their investment portfolio and even whether it's time to sell some big gaining stocks.
Watchlist: Nick Scali, Meta Platforms, Boss Energy
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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 deals, and recording bigger orders, its leadership in the artificial intelligence sector appears to be ensured for years to come. That means any pullback in its shares may be a good buying opportunity.
Watchlist: Alphabet, Microsoft, WiseTech Global
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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 chipmakers taking on Nvidia in a challenge for this trillion-dollar territory. It was part of the overnight jump in markets as investors enjoy anticipation of a US rate cut, and cessation of hostile US-China trade talk.
Watchlist: Megaport, Amazon, Palantir
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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, with investors keen to justify the huge market hype for the sector, and see some solid returns. Any rate cut in the US this week will add fuel to keep the hot market burning along.
Watchlist: Meta, SMIC, Aspen Group
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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 up. Whether they stay that way depends on the US Federal Reserve's decision on rates and results from most of the magnificent seven big technology stocks next week.
Watchlist: Albemarle, Karoon Energy, Intel
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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 trend in US tech giants' missing goals — we'll see more next week. But now, meme-trading frenzy is only adding to current pullback signs, says moomoo's Jessica Amir.
Watchlist: Apple, Beach Energy, Haliburton
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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 will rally back or fall below US$4000 an ounce. Australian miners this morning are routing on the news, with some falling more than 10% after the market open.
Watchlist: Genesis Minerals, Tesla, Beyond Meat
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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 Michael McCarthy. That applies double to rare earths stocks following the US$8.5 billion US-Australia deal. But not Bitcoin, which has plummeted in the past two weeks and could dip below USS$100,000.
Watchlist: Strategy, Netflix, Lynas Rare Earths
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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 Seng, fell 4% led by the technology giants, such as Xiaomi, which fell 8% for the week. This followed the previous week's fall of 3% in the Hang Seng. Is this big drop in China's technology giants a buying opportunity?
Watchlist: BYD, GE Aerospace, Deep Yellow
Check out these stocks at www.moomoo.com/quote