the daily moo

Markets soar as US inflation fuels rate cut hopes

US stocks kicked into high gear overnight, with major indices surging to record highs. Steady inflation data fuelled expectation of a rate cut next month. Semiconductor, airline and aluminium stocks were all significantly up. Locally, while the ASX 200 closed up yesterday after a rate cut, it's down this morning, with investors sellling Commonwealth Bank stock, and other results disappointing.
Stocks mentioned include Meta, Broadcom, Intel, United Airlines, Delta Air Lines, American Airlines, Alcoa, Tencent, Geely Auto, Lenovo, Commonwealth Bank, Insurance Australia Group, Evolution Mining

Australian market hinges on today's RBA rate decision

The Reserve Bank of Australia will decide whether or not to change the cash rate today, which the markets are fully expecting to be a cut. Any change may impact the local market, which is off to a strong start this morning. Lithium miners soared yesterday, leading the S&P/ASX 200 higher. But the US market was down overnight. Though Tesla could be set for a 'technical' breakthrough.
Stocks mentioned include Circle, Coreweave, Coronado Global, Iress, JB Hi-Fi, Liontown Resources, Mineral Resources, Pilbara, Tesla

It's another week of huge swings in stock prices

Inflation figures out in the US could change the game tomorrow, if they're higher that expected we could see a drastic reaction in the sharemarket as rate cut expectations fall. As we near the end of the US quarterly reporting cycle we switch focus to Australia and Hong Kong with many big names due to report. Most important, Australia's central bank will decide whether or not to cut the cash rate tomorrow – it's expected that it will. If not, we could see a dramatic sharemarket reaction.
Stocks mentioned include Apple, ASX, Barrick Mining, BigBear.ai, Car Group, Circle, Cisco, Commonwealth Bank, Coreweave, Eli Lilly, Geely Auto, IAG, JB Hi-Fi, JD.com, Lenovo, Life360, Light & Wonder, Newmont, Northern Star, Palantir, Pony AI, QBE, Sea, Shopify, Suncorp, Super Micro Computer, Tencent, The Trade Desk, West African Resources, Westgold

Strong earnings but stocks falling: what's going on?

Big stocks swings, often after great results, are happening as investors are buying anything promising well before results come out, explains moomoo Australia and New Zealand market strategist Michael McCarthy. With no one left to buy, often the only way is down, such as we just saw with Airbnb
Stocks mentioned include Airbnb, Atlassian, Block, Cochlear, CommBank, CrowdStrike, Eli Lilly, Fortinet, JB Hi-Fi, Nick Scali, QBE

Markets rally as earnings eclipse fears of tariffs

Markets are up as investors are buoyant over stronger company earnings and rate cut chances, so rush to buy any market dip, explains moomoo market strategist Michael McCarthy. Apple, planning US$100 billion to invest in the US, led markets higher. We cover a wide range of corporate earnings this morning from McDonald's to REA Group.

Opportunity, risk and volatility abound in August

We're seeing widening volatility one week into August as economic data, strong company earnings and tariff news create a maelstrom of market uncertainty, explains moomoo's Michael McCarthy. Weak US services data is just the latest.
Stocks mentioned include Advanced Micro Devices, Airbnb, Applovin, BP, BWP, Charter Hall Long, Credit Corp, Disney, Doordash, McDonald's, Novo-Nordisk, Palantir, Pfizer, REA Group, Shopify, Uber
 

Bull run returns over US rate cut certainty

Certain the US central bank will cut rates, investors rushed into the market to buy the market dip of the past few days. Overnight the S&P 500 rose 1.5% and the Nasdaq Composite jumped 2%. They followed the Hang Seng rising 1% in yesterday's session. The tech megacaps led the market rally, with Palatir reporting result to climb a total of 8% during and after market.
Stocks mentioned include Advanced Micro Devices, Alphabet, Beach Energy, Broadcom, Meta Platforms, News Corp, Northern Star Resources, Nvidia, ON Semiconductor, Palantir, Tesla

Clear indications this market dip will deepen

Markets are in correction mode over concern about high stock valuations, explains moomoo's Michael McCarthy. Technology stocks led markets lower last week, with Amazon down 7%. We've got many reports this week, including Palantir.
Stocks mentioned include Amazon.com, Advanced Micro Devices, AMP, Apple, Beach Energy, Block, Boss Energy, Car Group, Coinbase, Deep Yellow, Disney, Eli Lilly, Figma, JB Hi-Fi, McDonalds, Palantir, REA Group, Santos, Temple & Webster
You can review all stocks on the moomoo platform.

Expect a short-term corrective move in markets

Markets are mostly in the red with steep US tariffs set to hit in a few hours. While Microsoft's and Meta's strong results limited loss on the Nasdaq, the trend looks downward around the world and in Australia. Delivering quarterly reports, Microsoft briefly hit a value above US$4 trillion, Meta jumped 11%, eBay soared 18%. After market, Apple rose but Amazon and Coinbase fell. This morning ResMed beat forecasts and is up 2.7% at 11.25am (AEST).
Stocks mentioned
Amazon https://www.moomoo.com/stock/AMZN-US
Apple https://www.moomoo.com/stock/AAPL-US
Coinbase https://www.moomoo.com/stock/COIN-US
eBay https://www.moomoo.com/stock/EBAY-US
Meta https://www.moomoo.com/stock/META-US
Microsoft https://www.moomoo.com/stock/MSFT-US
ResMed https://www.moomoo.com/stock/RMD-AU

Microsoft, Meta stun with stellar profit results

US markets responded positively to copper tariffs taking effect tomorrow, but investors were disappointed the US central bank lowered rate-cut expectations. After market, Meta and Microsoft smashed expectations in their quarterly reports. Big revenue and profit gains saw Meta climb 11.5% in post-market trade. While a lower-than-expected inflation read boosted the ASX yesterday, Rio's poor result weighed on the market.
Stocks mentioned include BHP, Microsoft, Meta Platforms, ResMed, Rio Tinto

Markets decline as US company results disappoint

Global sharemarkets declined yesterday and overnight. That's despite increasing confidence in US trade deals and data showing the economy there is strengthening. But we did see the US dollar rise and a rally in the bond market. US companies continue to report. The US healthcare sector was hit with a poor result from Novo Nordisk, weighing the category down. A surprise loss sent Spotify down 11.5% and that's likely to continue. More important will be any comments from the US Federal Reserve which will meet to decide a path on rates (not change is expected). We're also awaiting GDP and other data in the US. CPI data will be out mid morning in Australia, which could impact the market. Santos and Woodside made solid gains yesterday, but the uranium sector was a different story, with major Australian miners falling between 15% and 54% in the past five trading days.
Stocks mentioned include Boss Energy, Deep Yellow, Novo Nordisk, Paladin Energy, Santos, Spotify, Woodside

Hopes rise over EU deal, likely delay for China

An EU-US tariff deal and a likely delay in US tariffs on China has broadly bolstered investor sentiment across asset classes. US markets nudged up and the oil price spiked over the deal and Trump's challenge for Russia to come to peace. Local resources companies are reporting. Boss has now more than halved in value after heavily revising expectations yesterday.
Stocks mentioned include Advanced Micro Devices, Boss Energy, Krispy Kreme, Liontown Resources, Ramelius Resources, Sandfire Resources, Stanmore Resources, Super Micro Computer

Meme stocks fire up markets to all time highs

Last week we saw new highs in markets due to US trade deals, stronger company earnings and resurgent meme stocks! (Krispy Kreme closed the week up 40%.) Moomoo market strategist Michael McCarthy explains why US rate decisions and big tech results matter this week, and why to expect more from Hong Kong.
Stocks mentioned include Alphabet, Amazon, Apple, Krispy Kreme, Meta, Microsoft, Tesla

Tesla to stay under pressure as shares fall 8%

The Nasdaq-100 climbed 0.25% overnight as US markets reached further highs. There were mixed results from companies reporting. Alphabet's result boosted the tech megacaps, as it was seen generally supportive of their AI spend. But IBM fell 7.6% over disappointing results, while Telsa dropped 8.2% as Elon Musk warns of 'tough quarters ahead'. Intel reported a loss and is down more than 4% in overnight trading. We've seen a clear trend locally with big declines in Australian bank stocks this week, as miners make even bigger gains.
Stocks mentioned include Alphabet, Blackstone, BHP, Cettire, Christian Dior, CommBank, Fortescue, IBM, Intel, LVMH, Macquarie, Rio Tinto, Westpac, Tesla

US-Japan tariff deal sees car stocks skyrocket

Strong rally resumes over US-Japan trade deal, and extension of China tariff pause. The US market jumped 0.8%, while Japan's Nikkei leapt 3.5%, with carmakers dominating the gains (most top 10 performance were auto companies). Toyota and Honda leapt more than 13%. There were mixed results from big US tech companies. IBM and Alphabet reported strong results after market close, but dropped 5%, while Alphabet was up. Tesla disappointed with a revenue drop, and is down nearly  5%in  post market trade. 
Stocks mentioned include Alphabet, Boss, Ford, GE Vernova, GM, Honda, IBM, Paladin, Tesla, Toyota

Aussie banks under pressure as big miners gain

A selloff in big US technology stocks forced the Nasdaq-100 to close down 0.5% overnight. But the broader market retained its previous day's gains. Nvidia dropped 2.5%, but Alphabet, Tesla were up ahead of reporting tomorrow morning. Earnings results from Coca-Cola, Lockheed Martin, Philip Morris brought down their share prices. Big Australian miners are making solid gains this week as the powerful banks' flounder.
Stocks mentioned include Alphabet, Agnico Eagle, Barrick Mining, BHP, CommBank, Coca-Cola, Lockheed Martin, Microsoft, Newmont, Nvidia, Philip Morris, Rio Tinto, Tesla

Strong company reports push US market to a high

The US market reached a new record overnight. Verizon led gains, up 4% after a strong second-quarter report. The vast majority of US companies reporting so far are beating expectations. Focus remains on Alphabet and Tesla with results out Thursday morning AEST. Alphabet jumped more than 2% overnight in anticipation. While banks dragged down the ASX yesterday, the broader market could make gains today. An 11% gain for Block may have helped limit the ASX 200 dip yesterday. The stock will join the S&P 500 listing this week, which is seen as a huge positive. Investors will focus on Reserve Bank board minutes out today and in the US on Federal Reserve chair Jerome Powell speaking.
Stocks mentioned include Alphabet, AMP, ANZ Banking Group, Block, Commonwealth Bank, National Australia Bank, Tesla, Verizon, Westpac Bank, South32, Yancoal, Whitehaven Coal

We're on a clear uptrend in global sharemarkets

Markets dipped on Friday, but remained well up in a very strong week. Both the Australian and US markets rose more than 2%. That's the best performance in months for Australia. We're in for another strong news week with major US companies reporting, and some in Australia. So far, US company reports are strong, proving the resilience of that economy. We'll see if that continues as Google, Tesla and others report for the quarter.
Stocks mentioned include Alphabet, American Airlines, AMP, BYD Company, Circle Internet, Coca-Cola, Fortescue, Lucid Motor, Intel, GM, Tesla, Whitehaven Coal, Woodside

Sharemarkets soar to new highs

US, Australian sharemarkets are hitting new record highs. Aussie investors are expecting rate cuts now unemployment is rising here. And in the US, general economic data is strong, encouraging investors into riskier stocks. Commodities are also stronger, including iron ore, oil and silver. Block rose more than 5% on the ASX yesterday, continuing its strong recovery since May.
Stocks mentioned include Block, Broadcom, Microsoft, Netflix, Nvida, PepsiCo
 

Jobs figures crucial to see shares keep rising

US shares edged up overnight despite a poor response to solid earnings from big financial firms. Labour data will impact investor sentiment for the US and Australian markets today. Retail figures will also be important in the US tonight. The ASX opened up this morning, but fears CBA is overvalued remain persistent.
Stocks mentioned include Bank of America, Commonwealth Bank, GE Aerospace, Johnson & Johnson, Morgan Stanley, Netflix

Drumbeat of danger in US bond market

US sharemarkets fell in overnight trading following the release of inflation data that showed an uptick in price growth. Investors are now concerned they won't be seeing rate cuts as soon as hoped. And the bond market continued to signal danger with a further increase in longer-dated yields. All this meant strong reports from US financials overnight weren't enough to save them from largely declining. Of note, the Hang Seng remains bullish, up 1.6%. While the ASX 200 is down mid morning, led by goldminers.
Stocks mentioned include Bank of New York Melon, Blackrock, Citigroup, Goldman Sachs, Johnson & Johnson, JPMorgan, Newmont, Rio Tinto, Wells Fargo

On an uptrend, Bitcoin smashes above US$123,000

Bitcoin hits an all-time high of US$123,218, continuing its uptrend since April. That added to the picture of a buoyant US market overnight, with stocks broadly ending up. Investors again shrugged off further US tariff threats (against Mexico, Europe and Russia) – evidenced by continuing stasis in the volatility index, a gauge of investor fear. With China increasing exports 5.8% in the first half of 2025, we could get good news from China's industrial activity today. US inflation will be a key focus though, with figures out tonight. Local stocks opened up this morning. That includes DroneShield, up 4% by 11am, building on its 17% gain yesterday.
Stocks mentioned include Coinbase, DroneShield, Ondas, RedCat, Strategy

Sharemarket rally hits wall of inflation worry

US stocks dipped last week under the weight of inflation concern (not tariffs, which by and large investors are taking in their stride). While continuing enthusiasm for big tech minimised the week’s losses, with megacap Nvidia up 3.5% in the week, US inflation figures will be most important when they’re released Tuesday. And there’s speculation of stimulus activity from the Chinese government, which would likely boost investor sentiment, especially for commodities. We’re seeing surprising lifts in copper and iron ore already. This is one reason we may see more interest in stocks such as BHP, a share price under pressure this year (compared with banks such as CBA which have flown up in recent months).
Stocks mentioned include BHP, Blackrock, Commonwealth Bank, Nvidia

Renewables jump as Beautiful bill gets a thumbs up

Most big US tech stocks fell overnight, with Tesla down 5% after US President Donald Trump threatened the car company's subsidies. US renewable energy giant NextEra led gains in the sector as the 'Big Beautiful Bill' looks set to become law. And US casinos rocketed up after Macau reported high revenue in June. June. Bitcoin fell 7.7% overnight, dragging down alighed stocks such as Strategy.
Stocks, ETFs mentioned include Block, Commonwealth Bank, Invesco Solar ETF, iShares Global Clean Energy ETF, Las Vegas Sands, MGM Resorts, NextEra EnergyNvidia, Tesla, Wynn Resorts

Defence stocks power big gains in first half 2025

US stocks again hit records, with expectation of trade deals and rate cuts. That market has shown outstanding results this year, just as we've seen Australian shares record their biggest gains in years. Defence stocks are leading the charge in both markets. And we've seen gold stocks rally (the sector had its best half year since the global financial crisis). Specifically, Palantir recorded the biggest gain in the Nasdaq-100 for first-half, up 80%. And Austal is up more than 100% on the Australian sharemarket in 2025.
Stocks, ETFs mentioned include ANZ Bank, Austal, Commonwealth Bank, Deep Yellow, DroneShield, Lockheed Martin, Hewlett Packard, National Australia Bank, Palantir, Regis Resources, RTX, South32, VanEck Australian Banks ETF

ASX set for 10% gain as 2024-25 closes

US shares jumped to a record last week, with Nvidia up 10%, Nike up 20%. Investors are seemingly unworried by tariffs, inflation and other issues. Oil slumped 12% last week, with stocks such as Occidental plummeting. The US healthcare sector is also down. Australian shares are on track for 10% gain as 2024-25 closes, with gold, defence leading gains over the past 12 months.
Stocks mentioned include Nike, Nvidia, Occidental, Virgin Australia, Tesla, Regis, UBER, Genesis Minerals, Austal, Technology One, Zip, Woodside, Santos, Beach Energy

Finance, oil, gas and tech power rally to new high

Finance, technology, oil, gas rose overnight, pushing US markets to highs. A decline in US personal consumption expenditure boosted hopes of rate cuts. This all meant the Nasdaq-100 hit another record, with Nvidia, Netflix at new highs. Locally, the S&P/ASX 200 rallied above 8600 at open this morning. Virgin is holding steady from its Tuesday IPO, as is DroneShield after staggering gains this week.
Stocks mentioned include Apache, BYD, DroneShield, Geely Auto, Virgin Australia

Tech stocks lead Nasdaq-100 to an all-time high

The Nasdaq-100 index hit all-time high overnight as tech stocks surged. Investors have moved on from the Iran conflict, deepening their risk appetite. Because of that Nvidia reached a new record, climbing 4.3% to overtake Microsoft as the world's most valuable company. Locally, shares dipped at the open, we'll watch DroneShield, after its 20% jump yesterday over a European defence deal.
Stocks mentioned include Commonwealth Bank, DroneShield, Nvidia, Virgin Australia

Coinbase, Virgin up more than 11% in broad stock rally

A broad market rally lifted the Hang Seng 2%, S&P 500 1.1%, ASX 200 0.95%. Notably, energy and gold stocks are down, with Woodside sliding 6.5% yesterday. Virgin Australia closed 11% higher at $3.23 yesterday, after it listed, with more gains likely today. We're focused on Australian inflation data out soon, expected to be 2.3%.
Stocks mentioned include Coinbase, Virgin Australia, Woodside, Circle
 

Nightmare listing suddenly turns around for Virgin

Markets broadly rallied overnight, with the Nasdaq up about 1%, following a seeming calm in the Iran-Israel conflict. In response, the price of US crude oil dropped, along with energy stocks, while most of the market rallied. Tesla shares surged more than 8% following its robotaxi launch, while competitor Google dipped. Locally, Virgin will list at 12pm today under code 'VGN'. The oil price drop is as good as Virgin could have hoped for today. And its listing today follows a decline in Qantas's share price throughout June.
Stocks mentioned include Tesla, Virgin Australia, Qantas Airways, Alphabet

Investors, get ready for a rocky week ahead

Price of oil is rising as Middle East tension escalates, up more than 20% in the past month. In response to this tension, expect energy, 'safe haven' assets to rise and goldminers to rebound from last week. Virgin Australia will list on the ASX tomorrow so it'll be interesting to see how its share price performs at such a time. Focus on inflation reports out this week in the US and Australia.
Stocks mentioned include Virgin Australia, Woodside Energy, Santos, Evolution Mining, Goodman Group, Transurban, APA, Origin Energy, Meridian Energy

Know when to buy a stock, such as Virgin

Virgin Australia Holdings, listing on Tuesday, could be the trade of the year, if your timing is right. If you're focused on local stocks it should be on your radar. Moomoo Australia and New Zealand market strategist Jessica Amir explains how to analyse this (and any other) stock, to get your timing right.

Energy stocks skyrocket, led by uranium producers

Markets on edge today as US decides in weeks if it will join attack on Iran. The oil price jumped as much as 3% overnight before closing 0.8% higher at US75.80. Energy stocks generally are up. ASX-listed Deep Yellow jumped 31% in four trading days, leading Australian uranium stocks big climb so far this week. Investors should expect volatility as we transition into the new financial year as investors rebalance, and a possible broad rally in July. 
Securities mentioned include Beach Energy, Boss Energy, Constellation Energy, Deep Yellow, Genesis Minerals, Global X Uranium ETF, Life360, Paladin Energy, Pro Medicus, Regis Resources, Santos, Sigma Healthcare, Technology One, Whitehaven Coal, Zip Co

Stablecoin stocks surge as inflation fears intensify

Shares, gold and other commodities fell overnight with lower expectation of US rate cuts and concern over inflation if the oil price stays high. Investors instead focused on real estate, utilities and technology – which we could see repeated in Australia today. They also dove into stablecoin stocks such as Circle, with regulatory legislation making progress in the US Congress.
Stocks mentioned include Honeywell, Taiwan Semiconductor, Cognex, Amphenol, Nvidia, Tesla, Circle, Coinbase

Stock buying spree ignores Iranian conflict

US stocks jump overnight, with the Nasdaq up 1.5%, with investors assuming the Iran-Israel conflict is unlikely to escalate. Because of this the oil price dropped 2% and the gold price dipped. Slight gain is expected locally, noting that Australian uranium stocks spiked up yesterday, led by Deep Yellow and Boss. There's a focus on Japan as central bank makes rate decision today.  
Securities mentioned include Invesco QQQ Trust, SPDR Gold ETF, RTX Corp, Deep Yellow, Boss Energy, Global X Uranium ETF

Oil and defence stocks rise as Iran conflict escalates

Oil spiked 7% on Friday to US$76.94, with predictions it could reach US$95. This would dampen consumption, fuel inflation and airline costs (with United falling 12% last week). Predictably, oil and defence stocks are rising.
Stocks mentioned include Capricorn Metals, Corporate Travel, Flight Centre, Karoon Energy, Newmont, Qantas Airways, Santos, United Airlines, Virgin Australia, Viva Energy, Westgold Resources, Woodside Energy

Don't rush to buy Virgin when it lists on the ASX

Virgin Australia will list in just under a week and a half, and is the biggest new entrant to the ASX in several years. With all the buzz, it’s natural to wonder whether this is an opportunity you should seize. But moomoo's Jessica Amir says there's six reasons to pause before you rush in to buy, not just Virgin, but any initial public offering.
Stocks mentioned include Virgin Australia, Qantas Airways, Guzman y Gomez, Commonwealth Bank, Nvidia, Meta Platforms, Alphabet

Gold, tech, energy stocks jump up as rally resumes

US inflation steady at 2.8% boosts hopes of rate cuts and investor confidence, says moomoo's Jessica Amir. So risk-accepting investors are showing favour to energy, tech stocks. US uranium stocks are on the rise and Oracle jumped 13% over strong earnings. Goldminers are making big gains in Australia.
Stocks mentioned include ConocoPhillips, Constellation Energy, Newmont, Oracle, Vistra Energy, Yancoal Australia
 

Bull run intact, despite bears having their day

Though the US and China announced initial compromises on tariffs, with 'more to come', the S&P 500 fell for the first time in four days, slipping 0.3%. Locally we could see further gains, after the S&P/ASX 200 hit an all-time high yesterday. While we've seen defence stocks in broad rally, the AUKUS deal is on the line, which could have an impact.
Securities mentioned include Austal, Vanguard Australian Shares ETF, iShares Core S&P/ASX 200 ETF, BetaShares Australia 200 ETF

Tesla leads megacap rally as US nears high

Australian shares have reached a new high, just as the US market looks like it's about to. Tesla’s shares rose 5.7% overnight, ahead of its Thursday robotaxi event. It's part of the tech surge which includes the world’s biggest computer chip companies growing earnings at 43% year on year. And in Australia, with stocks such as Megaport up 89% this year, as the data centre group's gross profits grows by 70%.
Securities mentionedTesla, Micron, Qualcomm, Intel, VanEck Semiconductor ETF, Direxion Daily Semiconductor Bull 3x Shares ETF, Megaport, Regis Resources, Genesis Resources, Boss Energy
 

We could see a record-breaking week on the ASX

Tech, commodity sectors expected to push the ASX up this week particularly if US-China talks go well. Platinum hit its highest since 2021, while silver is at a 14-year high. Australia's public listing process is under review and may increase IPOs this year.
Securities mentioned include GraniteShares Platinum Trust ETF, Qantas Airways, VanEck Semiconductor ETF, Themes Airlines ETF

Trump-Musk feud sends market into a tailspin

Tesla's share price fell 14% overnight, dragging the US market with it. CEO Elon Musk and US President Donald Trump are in a feud war that's unsettling investors. Moomoo Australia and New Zealand market strategist Jessica Amir explains Australian shares are reaching for highs, as silver and gold keep rising.
Securities mentioned include Adriatic Metals, Global X EURO STOXX 50 ETF, Palantir, Tesla

ASX 200 may reach 8850 in two weeks

Markets are trading around record highs, with expectation they will rise further. Both in Australia and the US investors are looking forward to rate cuts, just as they're showing excitement over the burgeoning artificial intelligence industry. While market and geopolitical volatility is also keeping 'safe' assets such as gold strong, there is a clear bullish sentiment at work in markets.
Stocks mentioned include Alcoa, Paladin Energy, Meta, Boss Energy, Constellation Energy, Amazon, Microsoft, Megaport, Nextdc
 

Markets are pushing toward record highs

The ASX could hit a high today as global markets push upward, fuelled by investors not wanting to miss out on tech gains, with other sectors also looking positive. This is despite a bleaker view of world economic growth from the OECD, which cut expectations from the US economy, but predicts improving growth in Australia.
Stocks mentioned: Nvidia, Apple, Microsoft, Tesla

Gold to gain as US dollar hits alarming low

US markets rose overnight led by big tech stocks Meta, Broadcom and AMD. US steel producers also made gains with news of higher tariffs. Another sector recording a rise is gold, which looks set to continue. But a darkening picture of the US economy is pushing the dollar down, while Disney and Microsoft are among those announcing further layoffs.
Securities mentioned Alphabet Advanced Micro Devices Disney Meta Platforms Microsoft Newmont Nucor Steel Dynamics Tesla

Don't expect May's amazing results in June

US stocks closed off their best month since 2023 on Friday, with the S&P 500 up 6.2% and the Nasdaq Composite rising 9.5%. While the Aussie market straggled up 3.8%. But this week the market could get spooked over US-China tariff disputes and key economic data due out.
Stocks mentioned: Nvidia, Evolution Mining, Genesis Minerals
 

Markets await ruling on tariffs, hope for rate cuts

Buoyed by US rate cut hope but confused by tariff court rulings, investors are focusing on high-value stocks. Nvidia may be one, rising 3.25% to now rival Microsoft as the world's valuable company, says moomoo's Jessica Amir. Locally, the ASX dipped at open. And Meta has partnered with Anduril to develop defence industry products.
Securities mentioned include Meta Platforms, Nvidia, Microsoft, VanEck Global Defence ETF

Investors can't ignore Nvidia's huge results

Nvidia delivered a market-beating quarterly report, driving its shares higher after market. Moomoo market strategist Jessica Amir unpacks the results, tracing the powerful growth trajectory of this leading artificial intelligence company. She says it's not a stock any investor should be ignoring

Sharemarkets likely to hit new record highs soon

Markets made solid gains yesterday with the Nasdaq 100 surging 2.4% overnight. (Tesla alone was up 7%.) We're seeing strong investment in ETFs in May, suggesting we could see another record year. Any rise in the ASX today drawing it close to a new record.
Securities mentioned include Tesla, Nvidia, Vanguard S&P 500 ETF, Vanguard Australian Shares Index ETF

New US levies, tariffs may trigger selloff

US stocks were down last week, with the S&P 500 dropping 2.65%. Apple faced a particularly bad week, down 7.5%. This week focus is on Nvidia, set to report quarterly results on Wednesday evening (US time). On the weekend, US threats of stiff levies on Apple foreign-made iPhones and tariffs on Europe, could lead to a selloff this week. But gold has risen 1.9% to US$3357.
Securities mentioned Apple, Nvidia, West African Resources, DroneShield, iShares Trust US Aerospace & Defense ETF