the daily moo
Episodes
US rate cut creates 'more favourable' environment for stocks
11 Dec 2025
Contributed by Lukas
The US central bank cut rates by 0.25% as expected. Markets rallied up, including small-cap stocks, as did the gold price. The S&P 500 reached its...
Record spending sees consumer stocks surge in US, Australia
10 Dec 2025
Contributed by Lukas
With markets treading water ahead of tomorrow morning's rate decision, one sector on the rise is consumer stocks. US spending is set to reach US$1 tri...
If an Australian rate rise looks likely, expect shares to rise
09 Dec 2025
Contributed by Lukas
Investor confidence dipped globally ahead of Australian and US rate decision this week. Seeking policy certainty into 2026, comments from both central...
US rate commentary will shape global markets this week
07 Dec 2025
Contributed by Lukas
The US market is on its way back to all-time highs as the world keenly awaits a decision on rates there on Thursday morning. A 0.25% cut is widely pre...
Commodities may deliver the best returns in 2026
06 Dec 2025
Contributed by Lukas
There's five strong reasons to consider investing in commodities, which could deliver some of the best returns as AI demand escalates. As the world bu...
Expect huge growth in Australia's 'essential' data centre sector
05 Dec 2025
Contributed by Lukas
US markets were flat overnight, but small cap stocks rocketed up again. Moomoo's Michael McCarthy says it's a possible sign of a bull market about to ...
Copper at highs, but huge increase in demand ahead
04 Dec 2025
Contributed by Lukas
We're seeing a broad-based rally in markets, as fever for big technology stocks fades and focus on a US rate cut next week takes hold. From banks to c...
Investors believe 2026 is going to be a very strong year
03 Dec 2025
Contributed by Lukas
Markets swung up and Bitcoin bounced back overnight as investors rush to buy any dip in key stocks and assets they think worthwhile. This is one of a ...
Why quality stocks are doing so well, and may rise higher
02 Dec 2025
Contributed by Lukas
A selloff in cryptocurrencies swept markets overnight, dragging down the major US indicies up to 0.9%. But quality stocks are holding up and look set ...
Silver at highs may lead commodities' rally in December
01 Dec 2025
Contributed by Lukas
Leaving a disappointing November behind, expectations of a strong December are increasing. But that depends on key data over the next week. What seems...
Expect an increase in market volatility across December
28 Nov 2025
Contributed by Lukas
As world markets lose ground in November, falling between 1 per cent to 4 per cent, there's much talk of a reversal into a strong Santa Claus rally in...
Rate hikes would hit the unprepared Australian sharemarket hard
27 Nov 2025
Contributed by Lukas
As the sharemarket rebound continues, the Nasdaq Composite index is having its best Thanksgiving week since 2008. US market investors are now just wai...
Google may be this decade's AI superpower stock
26 Nov 2025
Contributed by Lukas
Markets continue to rebound on rising expectation of a US rate cut next month. And Alphabet, Google's parent company, is leading the charge back. It's...
The AI investment cycle is broad, intact and gaining pace
25 Nov 2025
Contributed by Lukas
The suggestion that a US rate cut is more likely next month has excited investors and pushed US markets up, with the Nasdaq climbing 2.7% overnight. I...
Record travel numbers a tailwind for airline stocks
24 Nov 2025
Contributed by Lukas
While markets attempted a small rebound on Friday, they're well down across last week. But one sector that may soar above is airlines. We're entering ...
Here's some ways to approach the current market pullback
21 Nov 2025
Contributed by Lukas
Even Nvidia's strong result yesterday wasn't enough to save it from investor fears they won't see US interest rate cuts soon, which is how they interp...
Nvidia's strong results mean AI boom is likely to continue
20 Nov 2025
Contributed by Lukas
Nvidia's strong third-quarter may alleviate growing fears of an AI bubble, with a powerful post-market bounce for the stock this morning once it deliv...
Bitcoin has now lost all of its 2025 gains
19 Nov 2025
Contributed by Lukas
US markets sank lower overnight, as fears of AI stock over-valuations and lower chance of rates cuts, spooked investors. Technology stocks such as Ama...
Expect a bull run in lithium, as new market cycle begins
18 Nov 2025
Contributed by Lukas
There's increasing indications of a drawn-out broad market pullback, with large and small cap stocks on the decline. Expect more dark days ahead as tr...
Investors' hard turn to safety could lead to crash
14 Nov 2025
Contributed by Lukas
US stocks dropped hard overnight, with the Nasdaq down more than 2%. Investors are continuing their turn from risk to safety. They're worried about th...
Get to know the hottest ETFs for Aussie traders this month
13 Nov 2025
Contributed by Lukas
Recently volatility, and more vocal doubt over the AI rally, is seeing investors turn defensive. And ETFs are in target, with broad-based funds popula...
Investors buy heavily into healthcare stocks
12 Nov 2025
Contributed by Lukas
US drug stocks are surging as investors pile in, seeing it as a resilient, strong sector with ongoing demand. It's investors' hedge against a possibly...
Australia's big four banks' profit margins simply stink
11 Nov 2025
Contributed by Lukas
US markets roared back to life overnight with the biggest companies' share prices bounding up. It's not quite the same in Australia, where the last, a...
Company reports are causing stocks to swing wildly
10 Nov 2025
Contributed by Lukas
With broader data limited, earnings have outsize importance right now. That's part of the reason we're seeing big swings in share prices as companies ...
US economic news delivers 'fatal blow' to optimists
07 Nov 2025
Contributed by Lukas
Higher than expected US job layoffs in October have spooked investors, sending the market tumbling overnight. While it does mean there's greater chanc...
Food, health sectors lead as investors turn from risk
06 Nov 2025
Contributed by Lukas
A bounce up in US markets overnight belies the deeper trend of investors turning from technology and other risk sectors into the more reliable, defens...
'Stocks ran up too fast': sell, hold or buy?
05 Nov 2025
Contributed by Lukas
We saw a big pullback in US markets overnight, with the highly valued technology stocks falling up to 8%, dragging the Nasdaq Composite index down 2%....
It might not too late to make stellar returns this year
04 Nov 2025
Contributed by Lukas
November is the best month for sharemarket returns historically. It’s because it’s the beginning of the Santa rush of spending where global consum...
We've seen huge gains in global uranium stocks
03 Nov 2025
Contributed by Lukas
As other global markets fell last week, the Nasdaq rose more than 2% on the back of huge gains in some of the US megacap technology stocks. Their perf...
Amazon surges double-digits as the Nasdaq starts sinking
31 Oct 2025
Contributed by Lukas
Amazon has surprised with a market-beating result and stronger-than-expected forecast. It's shares surged by double-digits post market, countering a s...
Expect short-term pullback as central banks stop cutting
30 Oct 2025
Contributed by Lukas
Expect a short-term market pullback with central banks in the US and Australia now less likely to cut rates as they face the difficult challenge of ke...
New deals, orders, lift market leader Nvidia near US$5t in value
29 Oct 2025
Contributed by Lukas
US markets leapt to new highs overnight, with the world's most valuable company, Nvidia, rising 5% to a new valuation of nearly US$5 trillion. Announc...
Trillions of dollars at stake in AI chip wars
28 Oct 2025
Contributed by Lukas
Qualcomm shares surged more than 10% overnight on news it's moving into AI chips and already has major global customers. It's the latest in a series o...
Positive expectations as US tech giants report
27 Oct 2025
Contributed by Lukas
There's high expectations as five of the mega-cap US tech stocks report results this week. From Google to Amazon, focus will be on their AI spending a...
Dip buying: 25 billion shares bought and sold yesterday
24 Oct 2025
Contributed by Lukas
We've seen one of the highest-volume trading days on the sharemarket this year, with investors rushing to buy the dip. Oil, cryptocurrencies and equit...
Tesla's fail is just one looming market pullback sign
23 Oct 2025
Contributed by Lukas
Tesla and Netflix both failed to deliver to market expectations this week, reporting on their performance in the past quarter. That's spurred worry we...
Miners rout as gold price plummets
22 Oct 2025
Contributed by Lukas
The gold price just had its biggest fall since 2013, falling more than 5% overnight. Without a clear reason for the sell off, speculation abounds whet...
Spectacular volatility as Bitcoin may test US$100,000
21 Oct 2025
Contributed by Lukas
With global sharemarkets rising substantially yesterday and overnight to highs we're seeing real indication of returning sharemarket confidence, says ...
Opportunity in Chinese technology giants' big fall?
20 Oct 2025
Contributed by Lukas
While the US market overcame mounting China trade tension to close up 1.7% last week, Hong Kong didn't. The region's benchmark sharemarket index, the ...
Credit worry spikes market fear to a six-month high
17 Oct 2025
Contributed by Lukas
Volatility is spiking as investors fret over US banks reporting credit problems. It has offset strong earnings reports from big financial companies an...
Rare earth stocks rally hard as megatrend begins
16 Oct 2025
Contributed by Lukas
This week's astonishing rally in rare earths stocks could be one of the biggest macro market themes building this quarter. Last week China imposed exp...
Demand won't stop as silver gains more than gold
14 Oct 2025
Contributed by Lukas
US President Donald Trump's trade talk against China turned hostile again, sinking US technology shares, such as Nvidia, which dragged down the market...
Investors eye big results from big US banks tonight
14 Oct 2025
Contributed by Lukas
Markets are rising after the US president softened his tone against China. But the US government remains shutdown, so big finance stocks reporting ton...
Expect torrid trading as trade war smashes stocks
13 Oct 2025
Contributed by Lukas
The Australian market is down this morning after a fairly safe week of trading in the sharemarket was shattered on Friday with the US and China resumi...
AI sector cannot keep up with data centre demand
10 Oct 2025
Contributed by Lukas
As Nvidia jumps 1.8% to return to highs, despite a US market dip overnight, moomoo's Michael McCarthy says appetite for AI stocks just keeps surging. ...
US dollar surges as investors reroute into the USA
09 Oct 2025
Contributed by Lukas
The US dollar is surging, taking back ground since tariffs sent it reeling. It's investors' global vote of confidence in the US economy, matching a ju...
Oracle is a warning sign for 'AI-generated froth'
07 Oct 2025
Contributed by Lukas
Oracle led the US market down overnight, the stock dipped 2.5%, after reports its cloud business wasn't as profitable or healthy as thought. That reso...
Bitcoin, gold, Nasdaq, Nikkei all rally to all-time highs
07 Oct 2025
Contributed by Lukas
The market is riding momentum from strong performances in gold and technology. Overnight, the Nasdaq-100 gained 0.78%, led by chipmaker AMD and news o...
US markets steady in mean reversion as shutdown stalls data
03 Oct 2025
Contributed by Lukas
The US government shutdown loomed over markets, but traders took it in stride, with stocks turning green in the final hour of trade. The US dollar st...
Cryptocurrencies look set to test their all-time highs
02 Oct 2025
Contributed by Lukas
US drugmakers lifted the S&P 500 to a new high overnight, with news of a deal between Pfizer and the government, that benefited the whole sector. ...
With gold up 45%, are miners or funds the way to invest?
01 Oct 2025
Contributed by Lukas
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 ...
'Khaki fever' boosts Australian drone stocks
30 Sep 2025
Contributed by Lukas
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...
Bonds v shares: US markets split on rate expectations
29 Sep 2025
Contributed by Lukas
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'...
Greater chance of substantial correction in US trading
26 Sep 2025
Contributed by Lukas
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 t...
Rate cut expectations 'wound right back' over CPI data
25 Sep 2025
Contributed by Lukas
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 storie...
Opportunity in Australian retail stocks' volatility
24 Sep 2025
Contributed by Lukas
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 yeste...
Huge gains in silver stocks better than gold
23 Sep 2025
Contributed by Lukas
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 stock...
Data centre boom: S&P 500 rallies up US$15t since April
22 Sep 2025
Contributed by Lukas
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 i...
A second chance for Intel? Nvidia throws a lifeline
19 Sep 2025
Contributed by Lukas
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 Zealan...
Semiconductor stocks spearhead China's AI surge
18 Sep 2025
Contributed by Lukas
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 ...
Uranium stocks at 10-year high 'catch attention'
17 Sep 2025
Contributed by Lukas
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 ...
Risk, opportunity in goldminers' huge gains in 2025
16 Sep 2025
Contributed by Lukas
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 dri...
US rally to derail if high rate cut hopes aren't met
15 Sep 2025
Contributed by Lukas
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 c...
Momentum 'very strong' at historic time in markets
12 Sep 2025
Contributed by Lukas
We're 'in extraordinary, historic times', says moomoo's Michael McCarthy, where tepid inflation data can fuel wild upward market swings. One exception...
Oracle's 36% spike proves AI buzz is bottom-line real
11 Sep 2025
Contributed by Lukas
'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 s...
US jobs erased, markets rally on expected rate cuts
10 Sep 2025
Contributed by Lukas
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 b...
Oversupply is hiding oil stocks' real strength
09 Sep 2025
Contributed by Lukas
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 comm...
Investor concern could lead to US market correction
08 Sep 2025
Contributed by Lukas
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. U...
Investors lose confidence in crypto stocks
05 Sep 2025
Contributed by Lukas
Cryptocurrency-based stocks slid overnight, defying a broader upswing in the US market, especially on the Nasdaq. Smaller stocks such as American Bitc...
Australian bank, retailers to benefit from GDP growth
04 Sep 2025
Contributed by Lukas
Banks and supermarkets are just two sectors of the Australian sharemarket expected to gain long term from strengthening economic growth, revealed in G...
Tech stocks slide, gold climbs on stagflation fears
03 Sep 2025
Contributed by Lukas
With bond yields surging, US equities slipped overnight while investors rotated into gold. Tech stocks were among the hardest hit, with Nvidia, Amazon...
Hong Kong stocks surge as gold nears record high
02 Sep 2025
Contributed by Lukas
With metals prices rallying we could see a resources-driven rally in stocks today. Gold, silver, palladium and platinum all surged overnight, with loc...
Australian earnings report: 'positive but huge stock swings'
01 Sep 2025
Contributed by Lukas
The Australian 2024-25 reporting season is over and while results were clearly positive, it was really about powerful individual results sending stock...
Earnings results justify the big gains in US shares
29 Aug 2025
Contributed by Lukas
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'...
Nvidia's strong profit does not please investors
28 Aug 2025
Contributed by Lukas
Wall Street edged higher overnight, closing at new record levels, driven by a series of strong earnings results that sent several stocks sharply highe...
Earnings results slam Woolworths as Coles surges up
27 Aug 2025
Contributed by Lukas
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 ...
Hong Kong market near four-year high is still undervalued
26 Aug 2025
Contributed by Lukas
US markets pulled back overnight with investors doubting inflation figures out on Friday. Local stocks continue to swing depending on results, such as...
In a week of big earnings, it is all about inflation
25 Aug 2025
Contributed by Lukas
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, expla...
Don't be so sure US Fed will signal a rate cut tonight
22 Aug 2025
Contributed by Lukas
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 moomo...
Expect volatility as central bankers gather in the US
21 Aug 2025
Contributed by Lukas
The big US technology stocks remained under pressure overnight, sending the Nasdaq down. Investors' nerves are fraying ahead of central bankers' US me...
Nasdaq falls as most popular US stocks are hit hard
20 Aug 2025
Contributed by Lukas
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, falli...
Cryptocurrencies in big retreat from their record highs
19 Aug 2025
Contributed by Lukas
US equity markets barely budged overnight, with the major indexes closing flat. Investors are treading water ahead of a global economic summit in the ...
Results and profit takers to challenge ASX 200 at its high
18 Aug 2025
Contributed by Lukas
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 report...
Intel leaps as US government looks to buy a stake
15 Aug 2025
Contributed by Lukas
Higher than expected wholesale inflation dampened rate cut excitement to see the US market close flat overnight. But positive news reports sent Intel,...
ASX set to recover from CBA's big hit
14 Aug 2025
Contributed by Lukas
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 overnigh...
Markets soar as US inflation fuels rate cut hopes
13 Aug 2025
Contributed by Lukas
US stocks kicked into high gear overnight, with major indices surging to record highs. Steady inflation data fuelled expectation of a rate cut next mo...
Australian market hinges on today's RBA rate decision
12 Aug 2025
Contributed by Lukas
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 ...
It's another week of huge swings in stock prices
11 Aug 2025
Contributed by Lukas
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 ...
Strong earnings but stocks falling: what's going on?
08 Aug 2025
Contributed by Lukas
Big stocks swings, often after great results, are happening as investors are buying anything promising well before results come out, explains moomoo A...
Markets rally as earnings eclipse fears of tariffs
07 Aug 2025
Contributed by Lukas
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 str...
Opportunity, risk and volatility abound in August
06 Aug 2025
Contributed by Lukas
We're seeing widening volatility one week into August as economic data, strong company earnings and tariff news create a maelstrom of market uncertain...
Bull run returns over US rate cut certainty
05 Aug 2025
Contributed by Lukas
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 ros...
Clear indications this market dip will deepen
04 Aug 2025
Contributed by Lukas
Markets are in correction mode over concern about high stock valuations, explains moomoo's Michael McCarthy. Technology stocks led markets lower last...
Expect a short-term corrective move in markets
01 Aug 2025
Contributed by Lukas
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,...
Microsoft, Meta stun with stellar profit results
31 Jul 2025
Contributed by Lukas
US markets responded positively to copper tariffs taking effect tomorrow, but investors were disappointed the US central bank lowered rate-cut expecta...
Markets decline as US company results disappoint
30 Jul 2025
Contributed by Lukas
Global sharemarkets declined yesterday and overnight. That's despite increasing confidence in US trade deals and data showing the economy there is str...
Hopes rise over EU deal, likely delay for China
29 Jul 2025
Contributed by Lukas
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...
Meme stocks fire up markets to all time highs
28 Jul 2025
Contributed by Lukas
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%...
Tesla to stay under pressure as shares fall 8%
25 Jul 2025
Contributed by Lukas
The Nasdaq-100 climbed 0.25% overnight as US markets reached further highs. There were mixed results from companies reporting. Alphabet's result boost...
US-Japan tariff deal sees car stocks skyrocket
24 Jul 2025
Contributed by Lukas
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 c...