the daily moo

We're seeing some clear reactions in the Australian market this morning, which are likely to echo in other global markets as they open around the world. Investors are responding to the US-Israeli conflict with Iran: airlines are falling, banking and finance is dropping, defence is rocketing up and oil is surging. We explain why this is happening and what to expect.
Watchlist: Virgin Australia, Life360, Netflix 
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The ASX is hovering near record levels as strong ETF inflows signal investors are still buying the rally. With mixed global cues and earnings in focus, markets are testing whether passive flows can keep pushing equities higher.
Watchlist: Block Inc, Ramsay Health Care, Intuit 
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Global sharemarkets continue to rally led by the US technology sector. While Bitcoin, gold and other assets are also heading higher, it was Nvidia's result, out this morning, that beat all expectations, to prove the AI boom is getting louder not quieter, as the whole artificial intelligence sector looks ready to reap greater revenue.
Watchlist: Circle, HSBC, Qantas
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US technology stocks rose overnight, as investors re-embraced risk, with Intel and AMD among those rocketing up. As earnings results continue to roll out we are seeing wild swings in stock prices. One sector outperforming is defence. Following a strong result from DroneShield today, we outline global growth for this significant sector.
Watchlist: DroneShield, Workday, Advanced Micro Devices
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With US stocks falling sharply, led by the broader technology sector, it's software stocks in particular focus. The bloodbath in the sector is covering almost all players, quite unfairly, say some commentators, who believe real bargains are now emerging in some big stocks and those with a sector-specific focus.
Watchlist: Microsoft, IBM, Scentre
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The US government is imposing new global 15% tariffs on imports following the cancellation of previous ones by the US Supreme Court. The effect and future of these temporary tariffs are uncertain, adding to increasing market volatility over US-Iran military tension and wild stock swings this earnings season in the US and Australia.
Watchlist: Austal, Zip, Moderna
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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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 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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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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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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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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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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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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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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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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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 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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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 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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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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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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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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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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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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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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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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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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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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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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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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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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