the daily moo
Episodes
Billions of dollars are now surging into the quantum computing sector
22 May 2026
Contributed by Lukas
Sharemarkets continue to rise on suggestions of an Iran peace deal, as investors resume trading in risk sectors. The leading trade overnight was in qu...
Moon-high hype or future-focused genius? SpaceX readies biggest ever IPO
21 May 2026
Contributed by Lukas
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 ...
Is the AI rally is accelerating or running on empty? Nvidia's results will tell
20 May 2026
Contributed by Lukas
As sharemarkets hover uncertainly in the face of high oil prices, unresolved military conflict and a dangerously reactive bond market, all focus is no...
The big threat to the intense AI rally is the crashing bond market
19 May 2026
Contributed by Lukas
Sharemarkets are attempting to find some stability as global bond markets crater over fears of rising inflation. The risk-off mood saw technology and ...
Federal budget 'losers': CBA leads big banks' share price fall
14 May 2026
Contributed by Lukas
The US sharemarket again bounded to new highs, despite another bad inflation read overnight. Investors are particularly keen to see what comes out of ...
Tax hike blow for Australian investors could change the market
13 May 2026
Contributed by Lukas
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...
Pressure on Australian share prices intensifies with more rate rises ahead
12 May 2026
Contributed by Lukas
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 v...
Supply shock pushes aluminium into upcycle, eclipses other metals' gains
11 May 2026
Contributed by Lukas
US markets surge to new highs, as technology companies' results lift investor spirits. Meanwhile, Australian stocks flatline, but not aluminium, with ...
The unsustainable US rally will falter if the Nasdaq-100 drops to this level
06 May 2026
Contributed by Lukas
Strong earnings results are pumping the US market into highs, with artificial intelligence still the key trading theme. It's become a powerful rally o...
Investor confidence plummets as Middle East conflict renews
05 May 2026
Contributed by Lukas
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 Indust...
These four sectors are set for gain as AI spend heads to US$5t
04 May 2026
Contributed by Lukas
The US market continues to reach highs, as Asian markets score losses. It is the huge, powerful American technology stocks driving significant gains t...
US market's dying leap makes April its best month in years
01 May 2026
Contributed by Lukas
Markets return to highs, making April the best for sharemarket performance in many years. A stunning tech-led rally, kicked along by strong earnings f...
Four AI giants just reported results: Google smashed them all
30 Apr 2026
Contributed by Lukas
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-m...
Decimated airline stocks now a 'high value, high risk' proposition
29 Apr 2026
Contributed by Lukas
The heat is coming out of sharemarkets as the Middle East standoff continues. As oil rises above US$110, stocks are under pressure, especially airline...
Inflation fear may dampen US market boom as central bank meets
28 Apr 2026
Contributed by Lukas
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 withou...
Supply crisis warning: semiconductor stocks may be at their peak
24 Apr 2026
Contributed by Lukas
Software stocks slid heavily overnight, dragging down the broader US market, and bleeding into the Australian open. The standout US sector is semicond...
Exuberant US sharemarket is due for correction as it faces real risks
23 Apr 2026
Contributed by Lukas
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...
Five keys to find the winning IPOs of 2026
22 Apr 2026
Contributed by Lukas
As the oil price rises and the Middle East conflict confuses investors, sharemarkets are falling. But strong earnings reports are proving a powerful b...
Silver set for long-term gains as demand from industry deepens
21 Apr 2026
Contributed by Lukas
Markets are holding steady, despite Middle East chaos, with momentum fuelled by US earnings results. And strong demand is pushing commodities up, with...
The next week will be critical to know if the US market rally will last
20 Apr 2026
Contributed by Lukas
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 r...
Investors jubilant over US bank results, revealing strength of the economy
17 Apr 2026
Contributed by Lukas
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 earning...
Expect a strong uranium market upswing with demand expected to soar
16 Apr 2026
Contributed by Lukas
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' s...
Stocks now a 'value proposition' following sharemarket reset
15 Apr 2026
Contributed by Lukas
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 'b...
US market regains losses as earnings results roll in to high expectations
14 Apr 2026
Contributed by Lukas
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 ver...
Rate shock: brutal sea change coming for unprepared markets
13 Apr 2026
Contributed by Lukas
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 h...
Sectors to gain (or lose) as AI agents take over the business world
10 Apr 2026
Contributed by Lukas
World markets continue to recover from their trouncing during the Iran war, with the AI sector driving that uptick. That means investors are again bea...
As markets rally, April may be Australia's best month this year
09 Apr 2026
Contributed by Lukas
Global sharemarkets rallied powerfully in the past 24 hours, with some Asian and Europen indices up more than 5%. Technology stocks are leading the br...
Soaring metals signal structural repricing with miners to benefit
08 Apr 2026
Contributed by Lukas
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 metal...
What to expect in markets if the Iran war ends
31 Mar 2026
Contributed by Lukas
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 sign...
The global bond market is sounding a clear 'selldown' alarm to investors
30 Mar 2026
Contributed by Lukas
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 ...
Don't rush into falling US tech stocks, with momentum clearly downward
29 Mar 2026
Contributed by Lukas
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 ...
Drone stocks set for growth as global militaries pivot their focus
26 Mar 2026
Contributed by Lukas
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, w...
Inflation will surge toward 5%, and sharemarkets' reaction will be severe
26 Mar 2026
Contributed by Lukas
Markets continue to climb on (somewhat unconvincing) talk of Iran conflict resolution. Analysts are more convinced that inflation will spike above 4% ...
The slide in the huge US private credit sector may end in a global crisis
24 Mar 2026
Contributed by Lukas
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...
These three triggers could force a 30% drop in markets from recent highs
23 Mar 2026
Contributed by Lukas
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 rat...
Gold price meltdown, investors flee, expecting rates higher for longer
22 Mar 2026
Contributed by Lukas
Markets slid heavily last week, lead by the Nasdaq down 3%. Losses were widespread, excepting oil stocks, with gold hit especially hard. The precious ...
BYD leads global EV sales, but other stocks are gaining more ground
19 Mar 2026
Contributed by Lukas
Sharemarkets are sinking to further lows as the Iran conflict escalates again, and confusion over any possible ending remains. As energy stocks fluctu...
Data storage stocks, up 400% in 12 months: peaking or just beginning?
18 Mar 2026
Contributed by Lukas
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 a...
'Worst of all worlds' scenario as central banks decide on interest rates
17 Mar 2026
Contributed by Lukas
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 ...
Coal stocks are soaring globally, and it looks like they're not done
17 Mar 2026
Contributed by Lukas
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, wi...
Five ways you can trade the volatile oil market
16 Mar 2026
Contributed by Lukas
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 th...
Futures markets indicate a steady drop in the oil price in months ahead
13 Mar 2026
Contributed by Lukas
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 t...
Asian markets roar into 2026, some up more than 30%, with more ahead
11 Mar 2026
Contributed by Lukas
Global markets are flatlining as the outcome of the Iran war remains uncertain, and US inflation – though in line with expectations – seemed to di...
Six key takeways for traders from Australian company results
11 Mar 2026
Contributed by Lukas
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 the...
Investors beware – the rally in US stocks is not an 'all clear' sign
10 Mar 2026
Contributed by Lukas
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 marke...
Huge jump in investor fear as the rocketing oil price threatens markets
09 Mar 2026
Contributed by Lukas
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...
If oil hits US$100, expect a big fall in stocks amid economic pain
06 Mar 2026
Contributed by Lukas
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 sen...
Seeking market direction? You can use Bitcoin as a lead
05 Mar 2026
Contributed by Lukas
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 t...
Fearing inflation, rates, investors wait for sharemarket re-pricing
04 Mar 2026
Contributed by Lukas
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 disru...
Investors way too optimistic as Iran war escalates
03 Mar 2026
Contributed by Lukas
With US markets recovering from early losses overnight, investors are optimistically expecting a quick, conclusive end to the Iran conflict. But there...
Defence, oil among sectors surging over the Iran conflict
02 Mar 2026
Contributed by Lukas
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 worl...
ETF flows surge as ASX hovers near record highs
27 Feb 2026
Contributed by Lukas
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...
Nvidia result confirms that AI revenues are only heading higher
26 Feb 2026
Contributed by Lukas
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 r...
Defence stocks' huge gains set to continue as spending spikes
25 Feb 2026
Contributed by Lukas
US technology stocks rose overnight, as investors re-embraced risk, with Intel and AMD among those rocketing up. As earnings results continue to roll ...
Software stocks now 'at a clear discount', after massive slide in 2026
24 Feb 2026
Contributed by Lukas
With US stocks falling sharply, led by the broader technology sector, it's software stocks in particular focus. The bloodbath in the sector is coverin...
New US tariffs, geopolitical fears add to earnings-fuelled volatility
23 Feb 2026
Contributed by Lukas
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 fu...
Further gains look likely in gold, silver, copper, after their February rout
19 Feb 2026
Contributed by Lukas
Positive momentum in sharemarkets continues, with markets gaining, and London hitting a new high. Metals, after a phenomenal rally in 2025, hit a wall...
Here's a surprise, the 'magnificent seven' might be a bargain
18 Feb 2026
Contributed by Lukas
While US market barely budged overnight, we saw swings in commodities with gas, gold and Bitcoin falling. Investors are more focused on earnings, whic...
Mining stocks' big rally shows no sign of stopping as BHP, Rio report
16 Feb 2026
Contributed by Lukas
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 ano...
Which stocks will win from the huge US$3.5 trillion spend on AI?
13 Feb 2026
Contributed by Lukas
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 spen...
Aussie banks get upgrades in year of rate hikes, but CBA looks weak
11 Feb 2026
Contributed by Lukas
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 e...
Obesity price wars, expiring patents savage big US pharma stocks
10 Feb 2026
Contributed by Lukas
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 phar...
Aussie earnings swing to the positive for the first time in years
09 Feb 2026
Contributed by Lukas
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 ...
We're in a big tech sell off, so should you buy, hold or sell?
06 Feb 2026
Contributed by Lukas
Markets are entering correction as investors retreat from big technology and other growth sectors to safer staple stocks. Their mood is for Hershey ba...
Bullish expectations for critical minerals as nations make plans
05 Feb 2026
Contributed by Lukas
Technology stocks continue to suffer amid a widespread selloff. Even some excellent earnings reports are not enough to lift stocks. But critical miner...
AI delivers a knockout blow as data, consulting stocks plummet
04 Feb 2026
Contributed by Lukas
Markets swung into the red overnight and in today's trading as new AI tools made investors reconsider what companies have a viable future. Consultanci...
Bitcoin in crisis at 10-month low as outflows increase
03 Feb 2026
Contributed by Lukas
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...
Gold price plummet indicates the bubble has burst
02 Feb 2026
Contributed by Lukas
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 ushe...
Artificial intelligence is re-creating health into a market leading sector
30 Jan 2026
Contributed by Lukas
Big technology stocks are reporting their quarterly results this week, and while they're beating expectations, that's not enough for the likes of Micr...
Huge surge in uranium stocks as AI energy needs escalate
29 Jan 2026
Contributed by Lukas
As the US market breaches new levels, we're seeing the uranium sector rocket up, as supply shortage meets greater demand. And the artificial intellige...
Big investor opportunities as the US dollar falls to its lowest in years
28 Jan 2026
Contributed by Lukas
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 j...
Global energy stocks surge as wild weather escalates
27 Jan 2026
Contributed by Lukas
Sharemarkets are surging ahead of inflation figures out later this week, and ahead of worsening weather across Australia and the US. That is the secto...
Share prices plummet, earnings growth slows, as AI stomps software
26 Jan 2026
Contributed by Lukas
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 ...
Investors find opportunity in real-world stocks, beyond tech giants
23 Jan 2026
Contributed by Lukas
US markets continue their upswing, with positive US economic data now adding to investors confidence. Australian stocks are following the uptrend. But...
Market-beating US communications stocks are now becoming losers
22 Jan 2026
Contributed by Lukas
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 ...
Markets' biggest drop in months may become much worse
21 Jan 2026
Contributed by Lukas
US markets fell sharply overnight as mounting US-Europe tension rattled investors, who turned to precious metals and 'safer' investments. This biggest...
Gold, silver hit highs, but greater gains likely
20 Jan 2026
Contributed by Lukas
Gold and silver just reached new highs, as investors veer from an increasingly risky geopolitical outlook between the Middle East and Europe. With dem...
Heavyweight miners make big gains as commodity demand goes higher
19 Jan 2026
Contributed by Lukas
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 ...
Here's a simple four-step guide to investing in 2026
16 Jan 2026
Contributed by Lukas
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 qu...
TSMC's result is a huge jolt of confidence for AI investors globally
16 Jan 2026
Contributed by Lukas
The world's most important semiconductor maker, Taiwan Semiconductor Manufacturing Co reported a blow-out result which sparked renewed confidence amon...
Bitcoin bounds higher, with $100,000 the key level to watch
15 Jan 2026
Contributed by Lukas
US shares fell overnight, with the first big companies to report 2025 results failed to impress investors. As banks dropped, questions over stocks' va...
US banks swing from best to worst performers, but may bounce back
14 Jan 2026
Contributed by Lukas
Investors took some profits, selling up overnight, seeing markets edge down a little. US financial stocks were among those hardest hits, with the US g...
Expect copper to make further gains as supply slows, demand rises
13 Jan 2026
Contributed by Lukas
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 a...
Energy sector rises to meet AI's insatiable need for power
12 Jan 2026
Contributed by Lukas
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...
Google, now the second-most valuable company, enters a new golden age
09 Jan 2026
Contributed by Lukas
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 powe...
Defence, cyber stocks soar to new highs as geopolitical tension mounts
08 Jan 2026
Contributed by Lukas
Defence stocks are reaching new highs as US-European tension mounts over Greenland. It's adding to investors' existing focus on the hotspots of Ukrain...
Lithium upcycle kicks into second gear with demand, price to soar
07 Jan 2026
Contributed by Lukas
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 sto...
The market sectors making gains as the oil price heads to lower lows
06 Jan 2026
Contributed by Lukas
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...
Last year's winning sectors charge into an already volatile 2026
05 Jan 2026
Contributed by Lukas
2026 has started with a bang, as geopolitical tension and volatility underscore strong demand for metals, semiconductors and defence stocks. It's the ...
Hong Kong's remarkable outperformance has potential to keep going
24 Dec 2025
Contributed by Lukas
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 ...
Tesla's new high is all about its robotaxi potential
23 Dec 2025
Contributed by Lukas
The broad market upswing continues, with December losses now recovered, and, it appears, a Santa rally has finally come to town. Tesla was among stock...
Will Australian gold miners continue to dominate gains in 2026?
22 Dec 2025
Contributed by Lukas
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 ...
What the biggest gainers and most traded of 2025 tell us about 2026
20 Dec 2025
Contributed by Lukas
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 Am...
Strengthening expectations of a broader market bull run in 2026
19 Dec 2025
Contributed by Lukas
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 Micr...
More gains likely for platinum as it reaches a 17-year high
18 Dec 2025
Contributed by Lukas
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 in...
Six reasons why 2026 will be a bullish, bumpy year in markets
17 Dec 2025
Contributed by Lukas
Markets were mostly down overnight, as Australian shares are today, as the oil price plummeted and oil stocks were smashed. There's uncertainty over t...
Big US banks hit highs, with more upside ahead
16 Dec 2025
Contributed by Lukas
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...
Gold price forecast for 2026: it may rise up to 30%
14 Dec 2025
Contributed by Lukas
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 ...
AI moves from pilot stage to main stage in 2026: ETFs, stocks to watch
14 Dec 2025
Contributed by Lukas
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 Jessic...
Don't expect this uranium bear market to last, as demand soars
12 Dec 2025
Contributed by Lukas
Oracle's disappointing result yesterday saw US technology stocks drop overnight, even as the broader market rallied, as the Dow Jones hit a record hig...