the daily moo

US, Hong Kong markets continue to rise, but it is gold that's stunning investors. Rapid gains since late August have lifted the metal 16%, taking its rise so far in 2025 to 45%. And analysts say 'it's set up for a fourth-quarter run'. So should investors consider gold miners or metal based exchange-traded funds?
Watchlist: Capricorn Metals, Block, Nike
Check out these stocks at www.moomoo.com/quote

US markets edged up overnight with the Nasdaq rising 0.5%, as the likes of Nvidia boosted the index. But it was Australian defence stocks that blew up, jumping 11%, to rise 242% in 2025. Europe and world focus on drones is behind it, and that puts a few Aussie stocks in a great position. That includes Orbital, on our watchlist today.
Watchlist: Orbital, Carnival, ProShares UltraShort Bloomberg Crude Oil ETF
Check out these stocks at www.moomoo.com/quote

Australian shares are climbing this morning after local and US markets closed flat last week. Following the release of US inflation data on Friday we're seeing a split in bond and share markets over rate cut expectations. Shares rallied as investors see no impediment to further rate cuts, while bond yields rose, suggesting those investors see fewer US rate cuts ahead.
Watchlist: Starbucks, IperionX, Premier Investments
Check out these stocks at www.moomoo.com/quote

US economic strength was obvious last night with GDP coming in at 3.8% on an annual basis. It's a sign we're less likely to see as many rate cuts in the US as thought, or even none, says moomoo's Michael McCarthy, which could lead to a serious correction in US trading. The response overnight was a 0.5% dip in the US market, with Oracle leading the decline.
Watchlist: Freeport-McMoRan, Capstone Copper and Chalice Mining
Check out these stocks at www.moomoo.com/quote

The US market dipped 0.3% overnight, while Australian shares were down 0.9%, and falling further this morning. Fading rate cuts are behind both stories. With yesterday's Australian CPI at 3%, rate cut expectations this year are now down to 50%. Financial stocks are among the hardest hit. But Hong Kong technology stocks are rallying, hard.
Watchlist: Westpac, Washington H Soul Pattinson and Co, Alibaba
Check out these stocks at www.moomoo.com/quote

A dip in US markets overnight reveals just how extreme investors' sensitivity to even a hint of bad news is. That negativity was in full display yesterday with Myer falling 25%. But that does not reflect the broad, divergent sector that is Australian retail, where stocks' performance overall are surprisingly strong, while volatile.
Watchlist: Myer, Micron Technology, DroneShield
Check out these stocks at www.moomoo.com/quote

The US market reached new highs, with Nvidia boosted after planning a huge investment in OpenAI. Gold is also at all-time highs, but it's silver stocks that jumped 15% yesterday, with some recording 200% gains this year. With tight supply and strong demand, analysts say there's more gains ahead for this overlooked precious metal. There's also predictions that big gains in Apple are not over, with more AI potential in the stock.
Watchlist: Global X Silver Miners ETF, Sun Silver, Apple
Check out these stocks at www.moomoo.com/quote

The AI frenzy is at the heart of the astounding US$15 trillion gain we've seen in the S&P 500 index since April. And it really doesn't look like it's over. The data centre market may triple by 2030, but it will need US$7 trillion in investing dollars to get there. Some say, with the ahistoric gains we've seen, it's starting to look like a bubble.
Watchlist: Equinix, Electro Optic Systems, Baidu
Check out these stocks at www.moomoo.com/quote

With global markets at all-time highs, from Japan, to the US, to gold, investors are buying 'everything they can' says moomoo Australia and New Zealand market strategist Michael McCarthy. That includes beleaguered Intel, on news Nvidia will buy 5% of the company, as they work together on AI chips. That collaboration could be bad news for prime competitor AMD.
Watchlist: AMD, Bullish, Silex Systems
Check out these stocks at www.moomoo.com/quote

After a buyout bid fell through Santos sinks, leading the ASX down this morning. This follows a flat performance in US markets after an expected rate cut, with bets firming for two more. But Hong Kong tech stocks surged magnificently yesterday, along with the broader market, as investors seek growth outside US. They're buying into China's AI story, with Bidu, SMIC and other AI stocks leading the serious rally.
Watchlist: SMIC, Wolfspeed, Santos
Check out these stocks at www.moomoo.com/quote

Global markets are trading lightly and barely moving as investors wait on a US rate decision tomorrow. Anything less than a 0.25% cut and suggestions of more to come could derail the strong market momentum we've seen. Oil and uranium stocks spiked yesterday over geopolitical issues and intensifying energy demand, but we're seeing a pullback in some stocks this morning.
Watchlist: Deep Yellow, Global X Uranium ETF, Valero Energy
Check out these stocks at www.moomoo.com/quote

US markets again hit records as investors focus on a presumed rate cut this week, and expect more. Moomoo's Michael McCarthy says pure momentum is driving the market higher. But that might not include Australian goldminers, which are rising off the escalating gold price, and have made astounding gains this year.
Watchlist: Evolution Mining, Vulcan Energy, New Hope
Check out these stocks at www.moomoo.com/quote

Goldminers are leading the Australian market down about 0.35% so far today, just as they led gains last week. But investors' main focus is on the US central bank meeting this week with expectations for rate cuts – one on Thursday morning and more to follow. Any hint otherwise could alarm the market. We also follow Oracle's huge gain last week to check in on the cloud sector and its big expectations.
Watchlist: Alphabet, Warner Bros Discovery, ANZ Bank
Check out all these stocks on moomoo's quote page

We're 'in extraordinary, historic times', says moomoo's Michael McCarthy, where tepid inflation data can fuel wild upward market swings. One exception to this may be US car stocks, which are gaining on strong sales figures, and one of few sectors not overvalued. But manufacturers face fierce Chinese competitors.
Watchlist: Tesla, Paramount, CSL
Check out all these stocks on moomoo's quote page

'Fragile' lithium stocks face more volatility after huge falls yesterday on news a mine in China will reopen. Investors must wait for real demand to see devastated lithium stocks recover. US, HK markets are at highs based on feverish rate-cut hopes. And Oracle, one of last megacaps to report, has astounded with strong results and projections from its cloud division.
Watchlist: Karoon Energy, Pop Mart, Life360
Check out all these stocks on moomoo's quote page

The largest US payroll revision since 2002 erased 911,000 jobs, lifting markets on expectations of rate cuts. The focus now is whether the Fed moves by 25 or 50bps. In Asia, Japan’s Nikkei surged past 44,000 on easing auto tariffs and PM Ishiba’s exit, while Hong Kong’s Hang Seng gained on tech strength.
 
Watchlist: Alibaba, Tencent, Xiaomi 
 
Check out all these stocks on moomoo's quote page

The oil price, dropping in recent weeks, has seen stocks such as Woodside sharply fall in the past month. Oil-producing countries pumping out the commodity are sinking stocks, but that doesn't mean their value is disappearing. We are certainly seeing gold's value rising, with the metal reaching a new all-time high overnight. Just as the Nasdaq Composite index did in the US.
Watchlist: Karoon Energy, Pop Mart, Life360
Check out all these stocks on moomoo's quote page
 

The Australian sharemarket may be set for gains this week following a 1.1% dip last week, though goldminers' strong performance may not be repeated. US job results on Friday were very poor, increasing likelihood of rate cuts, but for the first time we may be seeing investors rethink the sustainability of current market levels in a weakening economy.
Watchlist: Opendoor, Nvidia, WiseTech Global
Check out all these stocks on moomoo's quote page

Cryptocurrency-based stocks slid overnight, defying a broader upswing in the US market, especially on the Nasdaq. Smaller stocks such as American Bitcoin and Bullish were hammered, joining the sector's decline in past weeks, explains moomoo Australia and New Zealand market strategist Michasel McCarthy. We also cover Broadcom's strong result and a steady decline in BYD, despite strong sales.
Watchlist: Broadcom, SharpLink, BYD
Check out all these stocks on moomoo's quote page: moomoo.com/quote

Banks and supermarkets are just two sectors of the Australian sharemarket expected to gain long term from strengthening economic growth, revealed in GDP figures released yesterday, explains moomoo's Michael McCarthy. And in US tech stocks, Alphabet soared, pushing the Nasdaq up 1% overnight, , while Figma and Salesforce suffer after releasing results.
Watchlist: Alphabet, Salesforce, Figma
Check out all these stocks on moomoo's quote page: moomoo.com/quote

With bond yields surging, US equities slipped overnight while investors rotated into gold. Tech stocks were among the hardest hit, with Nvidia, Amazon and Tesla all down. Meanwhile, gold miners extended gains as the precious metal’s uptrend continued on the back of US inflation concerns.
 
Today's watchlist includes Perseus Mining, Resolute Mining, Ramelius Resources, Newmont, Northern Star and Evolution. 
 
Check out all these stocks on moomoo's quote page: moomoo.com/quote 
 

With metals prices rallying we could see a resources-driven rally in stocks today. Gold, silver, palladium and platinum all surged overnight, with local goldminers making stellar gains yesterday. Gold looks like it's about to hit a new record. But it was one of Hong Kong's most valuable stocks, Alibaba, with its best one-day rise in years, that took focus.
Watchlist: Alibaba, Capricorn Metals, Harvey Norman
Other stocks mentioned include Newmont, Northern Star and Evolution Mining.
Check out all these stocks on moomoo's quote page: moomoo.com/quote

The Australian 2024-25 reporting season is over and while results were clearly positive, it was really about powerful individual results sending stocks skyrocketing (Qantas, Lovisa) or plummeting (Reece, Woolworths), says moomoo market strategist Michael McCarthy.
Watchlist: Tabcorp, Austal, James Hardie
Other stocks mentioned include Helia Group.
Check out all these stocks on moomoo's quote page: moomoo.com/quote

Markets made gains yesterday on the back of strong earnings results and encouraging GDP growth in the US. As earnings season there comes to an end we've seen stronger than expected performance which supports the market's high valuations and points to future gains. Locally airlines are pulling back this morning after Virgin delivered results.
Watchlist: Virgin Australia, Alibaba, Snowflake
Other stocks mentioned include Coles, Woolworths, Qantas Airways, South32, Ramsay Health Care, Nvidia
Check out all these stocks on moomoo's quote page: moomoo.com/quote

Wall Street edged higher overnight, closing at new record levels, driven by a series of strong earnings results that sent several stocks sharply higher. That included MongoDB, Kohl's and Royal Bank of Canada. But not Nvidia, which reported after hours with a strong result that slightly disappointed investors. The Australian market edged up yesterday, and is flat this morning, with Qantas soaring after releasing pleasing results.
Watchlist: Qantas Airways, Mineral Resources, Albermarle
Other stocks mentioned: MongoDB, Kohl's, Royal Bank of Canada, Snowflake, Tabcorp, Sigma Healthcare, Nine Entertainment, Coles, Woolworths, WiseTech, Domino's Pizza, Nvidia
Check out all these stocks on moomoo's quote page: moomoo.com/quote

The US market is slightly up led by Eli Lilly and airline stocks. But the move is tentative and investors await key earnings and inflation data later this week. Australian companies are reporting results, sending stocks spiking up or down, with our two major supermarket chains great examples of the effect of earnings on share prices. Hong Kong is down over savage new tariffs threats from the US.
On our watchlist today: DroneShield, Woolworths, Nvidia
 

US markets pulled back overnight with investors doubting inflation figures out on Friday. Local stocks continue to swing depending on results, such as Reece's fall yesterday. The Hang Seng jumped 2% yesterday building on recent gains. As it returns to a four-year high, valuations look low.
Stocks we're watching are Alibaba, G8 Education and Fortescue.

Some of the biggest stocks on the market will report results this week, so expect big swings in values as Nvidia, Wesfarmers and others deliver, explains moomoo's Michael McCarthy. But it's Friday's US inflation data that could most influence the sharemarket's current rally, with investors depending on a rate cut.
Stocks mentioned include Nvidia, Crowdstrike, Dell, Snowflake, Wesfarmers, Fortescue, Woolworths, Coles, Alibaba, PDD, Meituan, Citic, Li Auto, James Hardie, DroneShield, CSL

The US market is down as retailers such as Walmart disappoint. Aussie shares are up to a record high partly due to positive earnings season says moomoo's Michael McCarthy. All focus is on Wyoming in the USA to know if the US Federal Reserve is likely to cut rates. Nvidia is one stock in focus as analysts raise expectations.
Stock alerts: Nvidia, Walmart, James Hardie, CommBank, NAB, ANZ, Westpac, Vanguard Australian Shares ETF, VanEck Australian Banks ETF

The big US technology stocks remained under pressure overnight, sending the Nasdaq down. Investors' nerves are fraying ahead of central bankers' US meeting, where big news could be made, if history is our guide. James Hardie crashed out on the ASX yesterday, but banks held the market up. Today is another big one for reports.
Stocks include Apple, Amazon, Tesla, Nvidia, Target, Walmart, NAB, HMC Capital, Centura Capital, Yancoal, James Hardie, Brambles, Goodman, Northern Star, Whitehaven, Domain, Megaport, Auckland International, Skycity

A sell off of big tech megacaps swept US markets. We saw a lack of buyers compared to sellers, and so valuations dropped. Palantir was hit hard, falling more than 9% with questions over its valuation. Locally, CSL keeps falling this morning following an index-crushing drop yesterday. Others reporting today, such as Stockland, may lift the ASX 200.
Stocks mentioned include Palantir, Oracle, Advanced Micro Devices, Super Micro Computer, Coinbase, Intel, Home Depot, Lowe's, Target, CSL, Reliance Worldwide, Lendlease, Woodside, BHP, Seek, Pop Mart, Transurban, Iluka, Dexus, Cleanaway
 

US equity markets barely budged overnight, with the major indexes closing flat. Investors are treading water ahead of a global economic summit in the US later this week, while assessing corporate earnings releases. This caution has pushed Bitcoin and Ethereum way down from last week's highs. This morning we've heard from BHP and CSL. We'll also hear from Woodside, Pop Mart, Xiaomi and Home Depot.
Stocks mentioned include Berkshire Hathaway, UnitedHealth, Intel, Meta, Home Depot, Xiaomi, Pop Mart, CSL, Woodside Energy, BHP

Despite a dip on Friday, all markets ended the week up well up, with the ASX 200 hitting a new record. This week, with a huge number of company reports, and important global speeches, we could see some pullback in the local market. BHP, Santos and Northern Star are among key Australian stocks due to report this week.

Higher than expected wholesale inflation dampened rate cut excitement to see the US market close flat overnight. But positive news reports sent Intel, Amazon and Eli Lilly upward. Hong Kong was down yesterday with some big names not quite delivering expected results. While the ASX is up this morning, building on yesterday's gains from strong company reports, including Westpac.
Stocks mentioned include Amcor, Deere, Amazon, Eli Lilly, Intel, Bullish, Lenovo, NetEase, JD.com, Geely Auto, China Telecom, Temple & Webster, Pro Medicus, Origin Energy, Westpac, Cochlear, Mirvac, BHP

Real-economy stocks are on the rise in the US, as investors veer away from the tech megacaps. The Dow Jones and Russell 2000 made solid gains overnight. We saw a stellar performance in the Hang Seng yesterday, the best in months, as its megacap stocks report. And ASX is rebounding this morning as Origin leads fresh company reports taking away CBA's sting yesterday.
Stocks mentioned include Tencent, Alibaba, NetEase, China Telecom, JD.com, Geely Auto, CommBank, Suncorp, Westpac, Origin Energy, Telstra, Cisco

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

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

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

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 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.

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
 

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

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.

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

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

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

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

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

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

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