the daily moo

Further gains look likely in gold, silver, copper, after their February rout

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
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Here's a surprise, the 'magnificent seven' might be a bargain

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 looking like a compelling value opportunity.
Watchlist: Microsoft, Palo Alto Networks, National Australia Bank
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Mining stocks' big rally shows no sign of stopping as BHP, Rio report

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
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Which stocks will win from the huge US$3.5 trillion spend on AI?

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
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Aussie banks get upgrades in year of rate hikes, but CBA looks weak

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
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Obesity price wars, expiring patents savage big US pharma stocks

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
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Aussie earnings swing to the positive for the first time in years

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
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We're in a big tech sell off, so should you buy, hold or sell?

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
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Bullish expectations for critical minerals as nations make plans

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
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AI delivers a knockout blow as data, consulting stocks plummet

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
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Bitcoin in crisis at 10-month low as outflows increase

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
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Gold price plummet indicates the bubble has burst

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
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Artificial intelligence is re-creating health into a market leading sector

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
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Huge surge in uranium stocks as AI energy needs escalate

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
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Big investor opportunities as the US dollar falls to its lowest in years

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
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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 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
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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 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.
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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 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
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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 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
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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 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 Structured ETF,  DroneShield
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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 steady and strong, analysts expect greater upside ahead for the precious metals, forecasting gold may rise another 30% to reach US$6000 this year.
Watchlist: GOLD ETF, BHP, Netflix
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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 determining what happens with Australia's big miners this year. Will BHP, Rio Tinto and Fortescue continue to make significant share price gains ahead?
Watchlist: Fortescue, Salesforce, Catalyst Metals
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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 to how you can launch your investing journey in 2026, including discussion of four key sectors that look set to deliver results throughout the next 12 months.
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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 investors that the AI boom is no fad but a 'real' transformative force here to stay. TSMC's long-term projections lifted AI sentiment and the entire market.
Watchlist: ASML, Blackrock, James Hardie
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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 also dragged down the mighty technology sector. But Bitcoin was among a few assets bounding higher, reaching over US$97,000 – but US$100,000 is the level to watch. If it holds there, we could see a long, healthy run ahead. 
Watchlist: iShares Bitcoin Trust, Morgan Stanley, The Mosaic
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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 considering limiting credit card interest rates, at least temporarily. The sector is now in the red. But that follows a powerful 2025 performance, which may re-emerge once its bumpy ride is over.
Watchlist: Wells Fargo, Intel, Imdex
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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 those reaching highs, but our eye is on copper, which is continuing to rise after a stellar run in 2025 – demand is rising, but supply isn't, creating the perfect path for higher prices this year.
Watchlist: Freeport-McMoRan, NexGen Energy, Delta Air Lines
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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 reason for the rise, with the sector's infrastructure demands, especially energy, only expected to increase this year. Energy stocks could be set for strong gains as suppliers strive to meet demand.
Watchlist: Codan, Vanguard Total World Stock ETF, GE Vernova
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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 strides to compete with Nvidia and other 'magnificent seven' peers. It's share price has certainly outperformed in the past 12 months, with analysts citing trillions of dollars more in value for the company in the next four years.
Watchlist: Ford, JPMorgan, Huntingdon Ingalls
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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 Venezuela. Defence ETFs are bounding up in the past few trading days, alongside US oil stocks, as the broad rally of 2026 continues.
Watchlist: Crowdstrike, Albemarle, VanEck Australian Resources ETF
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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 lithium sectors. These two are expected to continue making gains due to their crucial role in artificial intelligence infrastructure. So there could be a lot more room to run for lithium, with Australian miners to benefit, if 2026 becomes the metal's expected 'turning point'.
Watchlist: Liontown, SanDisk, Global X Copper Miners ETF
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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 to fall, following its big decline last year as the world oversupply continues. And it's airlines and other key sectors making big gains, at least in part, because of that, explains moomoo's Michael McCarthy.
Watchlist: Valero Energy, Strategy, Monadelphous
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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 of 2025, driven by AI demand, that are pushing markets up as new year trading gets under way.
Watchlist: ITA, Micron Technology, Nickel Industries
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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
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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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