the daily moo

Technology stocks are performing again, pushing US markets to highs, while those in the Asia-Pacific region flounder. And of all the tech sectors, it's space that's booming the loudest. As the giant Space X IPO nears, and dollars flow into the broader space economy, dedicated ETFs and stocks are recording record gains.
Watchlist: Betashares Space Industry ETF, Dell Technologies, Brambles
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Sharemarkets continue to rise on suggestions of an Iran peace deal, as investors resume trading in risk sectors. The leading trade overnight was in quantum-computing stocks, as the US government launched an investing spree, targeting IBM and others. Analysts outline strong growth expectations for this volatile and fascinating sector.
Watchlist: Defiance Quantum ETF, Workday, ARM Holdings
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Markets resurge toward highs as the US suggests peace with Iran is imminent. As the oil price dipped, travel and tech stocks rallied hard, especially airlines. The ultimate travel stock, SpaceX, is planning to list next month, and we dissect the arguments around its valuation and outline key points for potential investors.
Watchlist: Nvidia, Walmart, 4DMedical
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Sharemarkets are attempting to find some stability as global bond markets crater over fears of rising inflation. The risk-off mood saw technology and growth stocks take a tumble overnight as fear that the oil price near US$110 will keep impacting economies and cause stagflation. If bond yields keep rising, the sharemarket rally will struggle to continue.
Watchlist: Technology One, Elders, Home Depot
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The US sharemarket again bounded to new highs, despite another bad inflation read overnight. Investors are particularly keen to see what comes out of the US-China summit under way, with key business leaders attending. But in Australia, big banks are reeling from the federal budget changes, with the Commonwealth Bank now in correction.
Watchlist: Commonwealth Bank, Xero, Alibaba
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As US markets draw back, scared by higher-than-expected inflation, the Australian market is reeling from a drastic change to taxation. We explore what's changing and how investors can respond.
Watchlist: Woodside, Under Armour, Cisco
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US stocks bound to new highs again, with technology and some commodities leading the gains. Nvidia reached a high, now surpassing US$5.3 trillion in value. But the Australian sharemarket continues to flounder, and with even more rate rises to come in the months ahead, we can expect mounting pressure on local stocks.
Watchlist: LIfe360, Rigetti Computing, Circle
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US markets surge to new highs, as technology companies' results lift investor spirits. Meanwhile, Australian stocks flatline, but not aluminium, with Aloca and Rio Tinto just two local names benefiting from a dramatic upswing in the metal's price. Lack of supply is re-energising the overlooked sector, with strong further gains expected.
Watchlist: South 32, Datadog, Constellation Energy
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Strong earnings results are pumping the US market into highs, with artificial intelligence still the key trading theme. It's become a powerful rally over the past month, even though we're seeing no end to the global oil crisis and central banks look to increase rates. The signal this US investor euphoria may be over will be in the Nasdaq-100 index, so watch the key 26,000 level.
Watchlist: Uber, Codan
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As Iran strikes its neighbours and ships in the Strait of Hormuz, to US retaliation, the oil price jumped and shares tanked. With the Dow Jones Industrial down more than 1%, Australian shares are also falling this morning. Our strategist provides his update from Melbourne, as the Australian Shareholders' Association 2026 Investor Conference continues.
Watchlist: ON Semiconductor, AMD, Westpac Bank
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The US market continues to reach highs, as Asian markets score losses. It is the huge, powerful American technology stocks driving significant gains there. And that is lead by investor enthusiasm for artificial intelligence, as companies now show earnings strength. As estimates of AI spend increase to US$5 trillion over five years, we examine four critical supply sectors.
Watchlist: Roundhill Memory ETF, Palantir, National Australia Bank
Check out these stocks: www.moomoo.com/quote
 

Markets return to highs, making April the best for sharemarket performance in many years. A stunning tech-led rally, kicked along by strong earnings from the likes of Google, belies dangerous conditions. As inflation appears set for inevitable rise and interest rates start to trend up, investors may not be reading the signs of peril in the bull run.
Watchlist: Sandisk, Apple, ANZ Bank
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Sharemarkets are holding steady despite a huge spike in the oil price and Middle East tension muddling some other markets around the globe. But post-market US trading was dominated this morning by Meta, Alphabet, Microsoft and Amazon. There was one clear winner and some interesting results and themes that came out of it all.
Watchlist: Qantas Airways, Seagate Technology, Westgold Resources
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The heat is coming out of sharemarkets as the Middle East standoff continues. As oil rises above US$110, stocks are under pressure, especially airlines. Falling up to 40% this year, some analysts are saying they're a 'high risk, high value' proposition. We also preview what to watch out for when four of the 'magnificent seven' report tomorrow.
Watchlist: Qantas Airways, Seagate Technology, Westgold Resources
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The US sharemarket hit yet another new high overnight. Technology stocks rally, just as the oil price shoots up and the Middle East standoff is without resolution. It may be this week's critical central bank meeting in the US that delivers a wake up call to investors that oil-induced inflation is a bigger worry than they think.
Watchlist: Ebay, BYD, Karoon Energy
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Software stocks slid heavily overnight, dragging down the broader US market, and bleeding into the Australian open. The standout US sector is semiconductors, ripping up an astonishing 30% in value so far in April. But the heat of that rise, and unquenchable demand for semiconductors and computer chips, is becoming a problem, with the bull run looking unsustainable.
Watchlist: Texas Instruments, IBM, Cochlear
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US shares rally to new highs, again, with a heedless exuberance that cannot last. It's the only major sharemarket that appears to have not factored in the real risks from rising global energy prices and undersupply. Expect a reckoning, as investors realise the impact, which may lead to underperformance compared with global markets.
Watchlist: Intel, Newmont, Sandfire Resources
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As the oil price rises and the Middle East conflict confuses investors, sharemarkets are falling. But strong earnings reports are proving a powerful bottom-up force. Another could be a string of IPOs this year, some valued in the trillions of dollars. From SpaceX to Canva, we'll see companies debut on the sharemarket across Australia, Hong Kong and the US. But how do you pick the winners from losers?
Watchlist: Tesla, Paladin Energy, Zip Co
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Markets are holding steady, despite Middle East chaos, with momentum fuelled by US earnings results. And strong demand is pushing commodities up, with silver in place to lead the 2026 precious metals' rally as supply cannot meet mounting demand from industry and investors.
Watchlist: iShares Silver Trust, Northrop Grumman, Lynas Rare Earths
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The US market is at a new high, soaring as sentiment builds around three key factors: an end to Middle East conflict (and lower oil price); a strong run of US company earnings; and belief that interest rates will not rise. This week, and especially next week, we will find out if the forces in play will support huge gains in the US.
Watchlist: Nvidia, GE Aerospace, Megaport
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The US sharemarket surges to a new high as investors bet on resolution to Middle East conflict, a full resumption of the oil trade, and strong earnings results from companies. The big banks, reporting massive profits totalling about US$50 billion last quarter, support this optimistic outlook for stocks and the economy.
Watchlist: Charles Schwab, Netflix, Liontown
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The US market upswing continues with expectation of resolution to the Strait of Hormuz stand off and a resumption to trade. But the energy 'rethink' spurred by the oil crisis is sending uranium stocks skyward, and it could be a long term trend as supply cannot meet demand, and there's no immediate resolution to that imbalance.
Watchlist: Betashares Global Uranium ETF, DoorDash, Morgan Stanley
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The global sharemarket rebound is well under way, with the US nearing record highs. This follows the March selloff, which reset stock values to the 'best level' in years, say analysts, with even the price-to-earnings ratio of the 'magnificent seven' at its most attractive since 'liberation day' a year ago.
Watchlist: ASML, Coreweave, Evolution Mining
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The US market rallied back to its pre-war level overnight, as companies start to report their first-quarter results for the year. Expectations are very bullish, especially for the mighty technology sector, with global investment managers recommending to be 'overweight' in US stocks. But investors will keenly watch company expectations for the rest of 2026.
Watchlist: BlackRock, Dell Technologies, A2 Milk
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Last week's powerful share market rally is not likely to repeat this week, with the Australian market opening down as renewed Middle East disruption hits investor nerves. This continues to fuel inflation, with central bank's pivoting to hold or raise interest rates. Problem is, share markets are largely unprepared for the impact of this.
Watchlist: Lam Research, Goldman Sachs, Guzman y Gomez
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World markets continue to recover from their trouncing during the Iran war, with the AI sector driving that uptick. That means investors are again beating up software stocks, a sector that fell hard overnight, but may possibly be a big winner as companies rush to employ AI agents – a powerful, unstoppable trend that will reshape business.
Watchlist: Amazon, Atlassian, WiseTech Global
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Global sharemarkets rallied powerfully in the past 24 hours, with some Asian and Europen indices up more than 5%. Technology stocks are leading the broad surge, including in Australia, where April is a proven outperformer compared to other months. With momentum building, it could be the best month of 2026 for gains.
Watchlist: Teradyne, Levi Strauss, DroneShield
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US stocks rallied from session lows, with the Australian market soaring at its open on news of a US-Iran ceasefire as the oil price drops. It is metals stocks gaining the most ground over the past week, with aluminium, gold and copper surging in what appears to be a structural shift in the market, with new higher prices set to stay.
Watchlist: Emerald Resources, Delta Air Lines, Intel
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A risk-on rally swept US markets overnight, driving the Nasdaq up nearly 4%. And the Australian market is following this morning. This is down to signals of peace in the Iran war... so what should investors expect if we do see a clear end to the war, and which sectors will rise or fall as hostilities cease?
Watchlist: Schawb Dividend ETF, LyondellBasell, South32
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Sharemarkets keep falling, driven by technology and other growth sectors. It's the commodities and value stocks that are holding up, such as coal and chemicals. But the broad bass alarm of bonds is sounding through markets, with a huge spike in yields indicating higher inflation, higher rates and a continuing drop in the value of equities.
Watchlist: Schawb Dividend ETF, LyondellBasell, South32
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A sweeping drop in sharemarkets is expected this week, following last week's rout (which did not include Australia). With oil rising and fear peaking it is big US technology stocks feeling the pain, falling up to 26% year to date, with more likely ahead as momentum accelerates.
Watchlist: Microsoft, Estee Lauder, Liontown
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US markets were swept by negativity overnight as the oil price spiked and the Iran war looked set to continue. Defence stocks are one bright sector, with an argument forming that drone stocks are still undervalued, and stand to benefit as global militaries rush to make AI-powered drones central to their plans.
Watchlist: Swarmer, Meta, 4D Medical
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Markets continue to climb on (somewhat unconvincing) talk of Iran conflict resolution. Analysts are more convinced that inflation will spike above 4% in the US and 5% in Australia in coming months. Especially the US market is not ready for this, so when it does hit the reaction is likely to be severe.
Watchlist: ARM, Meituan, G8 Education
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US markets slid over uncertainty of resolution to the Iran war, with tech stocks hit hard overnight. But one of the worst performing sectors this year is private credit, with stocks falling around 30% as investors panic over their exposure to the crumbling software sector. They're demanding their money back and the lenders are saying no.
Watchlist: Ares Management, Coinbase, Pop Mart
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A rally in US markets and Australia should be taken lightly by investors. All we need to see is a higher oil price, the US central bank talking of rate hikes or big tech companies showing margin pressure, and markets would be in a tailspin, falling up to 30% from recent highs. It all depends on how the Iran conflict continues from this point.
Watchlist: Albemarle, Myer, IperionX
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Markets slid heavily last week, lead by the Nasdaq down 3%. Losses were widespread, excepting oil stocks, with gold hit especially hard. The precious metal had its biggest fall in decades, and now it must test support levels at US$4400. If it falls though we could be seeing a further 10% slide.
Watchlist: Vault Minerals, Super Micro Computer, Southern Copper
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Sharemarkets are sinking to further lows as the Iran conflict escalates again, and confusion over any possible ending remains. As energy stocks fluctuate we're seeing oil stocks rise and electric vehicle sales spike. As the Chinese automakers step up to produce the mass market models the world wants, they're devouring market share from the US.
Watchlist: NIO, Tesla, Alibaba
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Markets are falling as Iran escalates its attacks and US inflation is pointing higher. Amid the pessimism, SanDisk is one stock standing out for its amazing gains, both overnight and the past year. We look at the whole data storage sector to see how much more is ahead for these impressive stocks, as Micron reports results this morning.
Watchlist: Micron Technology, Sims, Rocket Lab
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Markets are holding steady as the Iran conflict continues and the US decides on interest rates tomorrow. Slowing growth, rising prices is a 'worst of world' scenario for central banks, as 33 around the globe are now deciding which course to take in interest rates: up or down. So will they follow Australia, and hike rates? Or keep them steady, as expected in the USA tomorrow? We explore how these decisions will hit markets.
Watchlist: Geely Auto, Electro Optic Systems, Lululemon
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Markets are rising with hope the oil trade will get back to normal sooner rather than later. The global disruption is hitting the coal sector hard, with stocks rallying to multi-year highs. And a look at the world energy market indicates there more room to run.
Watchlist: New Hope, Meta, Ciena
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As sharemarkets fall, the oil price is rising. And there's no end in sight for the intense conflict in the Middle East. With extended disruption in the global oil market we outline five key sectors in Australia and the US you can consider if you're prepared to manage risk and volatility in search of return.
Watchlist: Breakwave ETF, Dollar Tree, GenusPlus
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Markets are falling sharply as the week ends, amid doubt of a quick conclusion to the Iran war. As the oil price spikes up, shares drop. But looking to future price expectations for oil gives us an idea of how soon and conclusively the market expects the crisis to be resolved.
Watchlist: Chevron, Adobe, VanEck Semiconductor ETF
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Global markets are flatlining as the outcome of the Iran war remains uncertain, and US inflation – though in line with expectations – seemed to disturb the bond market. But not much is stopping the huge gains in Asian markets, with Korea up more than 30% this year and Taiwan not far behind. We explore why they're making gains and how you can invest.
Watchlist: iShares MSCI South Korea ETF, Taiwan Semiconductor, Cathay Pacific
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Markets are on hold as they figure out what's happening in Iran and inflation in the US. But Australian companies have all but finished delivering their half-year results, and there were six clear findings that investors need to know as they continue trading into 2026. Our market strategist Michael McCarthy takes you through these.
Watchlist: Liontown, Oracle, United States Oil Fund
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Talk of G7 countries shoring up oil supply and the US president declaring the Iran war may soon be over saw investor confidence return to global markets. The Nasdaq index surged 1.4%, but the oil trade is far from assured with the Strait of Hormuz still in jeopardy. Key US economic data this week will likely be pivotal to market performance.
Watchlist: Paladin Energy, Hewlett Packard, Live Nation
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Market fear is spiking just as oil pushes higher. As Australian stocks plummet this morning, we're seeing real market fear take hold, reflected in the volatility index heading up toward 'liberation day' levels from last April. With no end in sight to the Iran conflict, investors should definitely expect further intense volatility ahead.
Watchlist: Carnival, IBM, Northern Star Resources
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Markets swung back to the red overnight, as the oil price touched above US$80 and may keep rising. Fears of the impact of such a shock increase is sending stocks down – but if oil hits US$100, as analysts predict, it may be a more serious correction of around 12%. It oil and (surprisingly) software stocks that are holding up.
Watchlist: Viva Energy, Expedia, Marvell Technology
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Markets are rallying back, despite the ongoing Iran crisis. And in a highly volatile market, where are investors getting their leads? One way is via the cryptocurrency market. There's a strong correlation between BItcoin and technology stocks – where Bitcoin swings, others will follow. It's rally overnight is one telling example, as investors also piled back into the US tech sector.
Watchlist: Coinbase, Broadcom, Silex Systems
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World markets continue to fall, led by Europe, as investors watch the price of oil soar, and see no quick end to the Iran conflict and its trade disruption. The emerging fear is that a rapidly rising oil price will fuel inflation, and central banks may act to curb it, creating a stagflationary effect that poisons investment performance.
Watchlist: Palantir, NexGen Energy, BYD
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With US markets recovering from early losses overnight, investors are optimistically expecting a quick, conclusive end to the Iran conflict. But there are indications outside the share market that this may not be achieved. And the potential for inflation to wreak havoc on the global economy is not being thoroughly considered in sharemarkets.
Watchlist: CrowdStrike, Berkshire Hathaway, Capstone Copper
Check out these stocks: www.moomoo.com/quote