the daily moo
Essential sharemarket insight delivered every morning by the market strategists of share-trading platform moomoo Australia and New Zealand. We cover the latest news, explore trends, and cover three investments in our daily watchlist.
Episodes
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
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
Check out these stocks at www.moomoo.com/quote
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'.
...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
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
Check out these stocks at www.moomoo.com/quote
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
Check out these stocks at www.moomoo.com/quote
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.
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: West...
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.
Check out mentioned stocks at www.moomoo.com/quote
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.
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.
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.
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.
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?
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.
Check out the app: www.moomoo.com/quote
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...
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 third-highest level in history. A stronger narrative for the sharemarket is now emerging, explains moomoo's Jessica Amir. This story supported by positive expectations for the broader US economy in 2026.
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 trillion this holiday season, while Australians are projected to spend $28.4 billion. Travel, retail and food are among the sectors already benefiting from this spending uptick.
Watchl...
Investor confidence dipped globally ahead of Australian and US rate decision this week. Seeking policy certainty into 2026, comments from both central banks will be closely listened to when they hand down decisions. Australian shares may be a key beneficiary if a local rate hike looks likely. If US and Australian rates diverge, a stronger Aussie dollar would likely draw international investor interest.
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 presumed, but it's the path from there that is likely to profoundly affect global markets. Any comments about rates heading up or down for the next two years, or division within the rate-setting committee, will be critical.
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