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 December. But moomoo's Michael McCarthy says it is stronger volatility we should be expecting with an uncertain US economy, even as investors await a likely rate cut in a few weeks. Watchlist: Ulta Beauty, Li Auto, HMC Capital Check out these stocks at www.moomoo.com/quote...
Nov 28, 2025•7 min•Ep. 181
As the sharemarket rebound continues, the Nasdaq Composite index is having its best Thanksgiving week since 2008. US market investors are now just waiting for a rate cut next month. But not so in Australia, where the sharemarket will face a tough readjustment as expectations increase of two rate hikes next year. Watchlist: Temple & Webster, Dell, Deere Check out these stocks at www.moomoo.com/quote...
Nov 27, 2025•8 min•Ep. 180
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 processing units are in demand and it has the reach to rival many of its peers as AI uptake increases. Nvidia's share price fell on the news its Google's latest deal, with Meta. Watchlist: Westgold, Live Nation, Spotify Check out these stocks at www.moomoo.com/quote...
Nov 26, 2025•12 min•Ep. 179
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. It was AI stocks leading the charge, with semiconductor maker Broadcom up 11%. Moomoo's Jessica Amir runs through eight reasons right now that we can expect more from the sector. Watchlist: Broadcom, Coinbase, Web Travel Group Check out these stocks at www.moomoo.com/quote...
Nov 25, 2025•13 min•Ep. 178
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 a traditionally strong period for airlines in the US and Australia, so traders will want to keep American Airlines and others on their radar across this holiday stretch. Watchlist: Virgin Australia, Alibaba, Eli Lilly Check out these stocks at www.moomoo.com/quote...
Nov 24, 2025•10 min•Ep. 177
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 interpreted newly released employment data overnight. Markets are dropping as they readjust, so moomoo's Jessica Amir explains how investors can approach this pullback. Watchlist: Walmart, Oracle, Liontown Resources Check out these stocks at www.moomoo.com/quote...
Nov 21, 2025•11 min•Ep. 176
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 delivered. Results for the semiconductor giant's data-centre division and forward projections seem to have reassured the market, explains moomoo's Jessica Amir. We're not certain the recent pullback is over, but Nvidia could power a comeback. Watchlist: Constellation Energy, Block, Australian Agricultural Check out these stocks at www.moomoo.com/quote...
Nov 20, 2025•12 min•Ep. 175
US markets sank lower overnight, as fears of AI stock over-valuations and lower chance of rates cuts, spooked investors. Technology stocks such as Amazon led the fall. But it was Bitcoin falling briefly below US$90,000 that shocked the market. It's a big drop from its US$126.000 October high, and it may have further to go.
Nov 19, 2025•9 min•Ep. 174
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 trend lines point down, companies take on debt, and investors await economic news. But lithium stocks are booming. Across the US and Australia, we're seeing huge spikes in lithium stocks, with expectation we're in for a bull run into next year as the sector enters a new cycle. Watchlist: Pilbara Minerals, Alphabet, Luckin Coffee Check out these stock...
Nov 18, 2025•12 min•Ep. 173
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 the declining likelihood of a rate cut in that market. The pace and trend of this pullback could lead to a crash says moomoo's Jessica Amir. Much will depend on next week when Nvidia releases its results. Watchlist: Amazon.com, Tencent, DroneShield Check out these stocks at www.moomoo.com/quote...
Nov 14, 2025•15 min•Ep. 172
Recently volatility, and more vocal doubt over the AI rally, is seeing investors turn defensive. And ETFs are in target, with broad-based funds popular this month for those seeking more safety. For Australian investors, the Vanguard Australian Shares ETF is number one, but then they're squarely focused on what the world has to offer. Watchlist: Southwest Airlines, Cisco, Life360 Check out these stocks at www.moomoo.com/quote...
Nov 13, 2025•5 min•Ep. 171
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 troubled economy says moomoo's Jessica Amir – and that enthusiasm boosted the Dow to a new high overnight. As the Nasdaq has dipped, the healthcare sector has rallied, with the VanEck Global Healthcare Leaders ETF a good example. Watchlist: SMCI, CoreWeave, ANZ Group Check out these stocks at www.moomoo.com/quote...
Nov 12, 2025•11 min•Ep. 170
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, and the biggest, of the big four banks have reported shrinking profit margins – just one factor driving analysts to classify them as 'sell' or 'hold', even though they're near all-time highs. Watchlist: SMCI, CoreWeave, ANZ Group Check out these stocks at www.moomoo.com/quote...
Nov 11, 2025•12 min•Ep. 169
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 report to a savage audience. Meta fell 18% since reporting recently, while SMCI dropped 23% last week, with the market still reeling from its disappointment. All this is happening as investors question the AI sector. Watchlist: SMCI, CoreWeave, ANZ Group Check out these stocks at www.moomoo.com/quote...
Nov 10, 2025•9 min•Ep. 168
Higher than expected US job layoffs in October have spooked investors, sending the market tumbling overnight. While it does mean there's greater chance of a rate cut by the central bank, investors instead focused on the weakening economy – and that's a concerning change in investor thinking that could lead to a broader sell off. Watchlist: Doordash, Block, Macquarie Group Check out these stocks at www.moomoo.com/quote...
Nov 07, 2025•8 min•Ep. 167
A bounce up in US markets overnight belies the deeper trend of investors turning from technology and other risk sectors into the more reliable, defensive stocks. And, as moomoo's Jessica Amir explains, that move into quality investments is what we're seeing across Australia and the US. It's the giant US healthcare and popular global food names leading that trend Watchlist: McDonald's, Snap, National Australia Bank Check out these stocks at www.moomoo.com/quote...
Nov 06, 2025•12 min•Ep. 166
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%. With big Wall St names calling time on this year's strong rally, Jessica Amir looks at the signs of a deepening market drop, and whether your should 'sell', 'hold' or 'buy' now. Watchlist: Palantir, Uber, iShares Bitcoin Trust Check out these stocks at www.moomoo.com/quote...
Nov 05, 2025•11 min•Ep. 165
November is the best month for sharemarket returns historically. It’s because it’s the beginning of the Santa rush of spending where global consumers are spending more money, and trading in key stocks picks up. So getting in now, whether to an index-level investment or particular stocks, could give investors solid returns for the month – if history repeats. Watchlist: Eaton, Iren, Tabcorp Check out these stocks at www.moomoo.com/quote...
Nov 04, 2025•9 min•Ep. 164
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 performance was matched by the world's uranium investments, with the sector spiking more than 10% globally following US news of an US$80 billion government investment. Watchlist: Global X Uranium ETF, Palantir, Westpac Check out these stocks at www.moomoo.com/quote...
Nov 03, 2025•8 min•Ep. 163
Amazon has surprised with a market-beating result and stronger-than-expected forecast. It's shares surged by double-digits post market, countering a sizeable slide in the Nasdaq Composite index overnight, explains moomoo's Michael McCarthy. And Australian retailers, such as Wesfarmers, are in trouble as their shares head down. Watchlist: Atlassian, Coinbase, Wesfarmers Check out these stocks at www.moomoo.com/quote...
Oct 31, 2025•9 min•Ep. 162
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 keeping inflation and employment balanced. Investors should rethink what they expect of their investment portfolio and even whether it's time to sell some big gaining stocks. Watchlist: Nick Scali, Meta Platforms, Boss Energy Check out these stocks at www.moomoo.com/quote...
Oct 30, 2025•11 min•Ep. 161
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. Announcing new deals, and recording bigger orders, its leadership in the artificial intelligence sector appears to be ensured for years to come. That means any pullback in its shares may be a good buying opportunity. Watchlist: Alphabet, Microsoft, WiseTech Global Check out these stocks at www.moomoo.com/quote...
Oct 29, 2025•13 min•Ep. 160
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 of AI chipmakers taking on Nvidia in a challenge for this trillion-dollar territory. It was part of the overnight jump in markets as investors enjoy anticipation of a US rate cut, and cessation of hostile US-China trade talk. Watchlist: Megaport, Amazon, Palantir Check out these stocks at www.moomoo.com/quote...
Oct 28, 2025•11 min•Ep. 159
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 and plans, with investors keen to justify the huge market hype for the sector, and see some solid returns. Any rate cut in the US this week will add fuel to keep the hot market burning along. Watchlist: Meta, SMIC, Aspen Group Check out these stocks at www.moomoo.com/quote...
Oct 27, 2025•6 min•Ep. 158
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 equities are up. Whether they stay that way depends on the US Federal Reserve's decision on rates and results from most of the magnificent seven big technology stocks next week. Watchlist: Albemarle, Karoon Energy, Intel Check out these stocks at www.moomoo.com/quote...
Oct 24, 2025•15 min•Ep. 157
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'll see a trend in US tech giants' missing goals — we'll see more next week. But now, meme-trading frenzy is only adding to current pullback signs, says moomoo's Jessica Amir. Watchlist: Apple, Beach Energy, Haliburton Check out these stocks at www.moomoo.com/quote...
Oct 23, 2025•13 min•Ep. 156
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 whether it will rally back or fall below US$4000 an ounce. Australian miners this morning are routing on the news, with some falling more than 10% after the market open. Watchlist: Genesis Minerals, Tesla, Beyond Meat Check out these stocks at www.moomoo.com/quote...
Oct 22, 2025•11 min•Ep. 155
With global sharemarkets rising substantially yesterday and overnight to highs we're seeing real indication of returning sharemarket confidence, says moomoo's Michael McCarthy. That applies double to rare earths stocks following the US$8.5 billion US-Australia deal. But not Bitcoin, which has plummeted in the past two weeks and could dip below USS$100,000. Watchlist: Strategy, Netflix, Lynas Rare Earths Check out these stocks at www.moomoo.com/quote...
Oct 21, 2025•7 min•Ep. 154
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 Hang Seng, fell 4% led by the technology giants, such as Xiaomi, which fell 8% for the week. This followed the previous week's fall of 3% in the Hang Seng. Is this big drop in China's technology giants a buying opportunity? Watchlist: BYD, GE Aerospace, Deep Yellow Check out these stocks at www.moomoo.com/quote...
Oct 20, 2025•6 min•Ep. 153
Volatility is spiking as investors fret over US banks reporting credit problems. It has offset strong earnings reports from big financial companies and dragged the whole market down. Could even lead to a correction, says moomoo's Jessica Amir. But gold is steadily rising, with the spot price now surpassing US$4300 – and it remains a key defensive investment. Watchlist: IperionX, VanEck Rare Earths and Strategic Metals ETF, Bitdeer Check out these stocks at www.moomoo.com/quote...
Oct 17, 2025•9 min•Ep. 152
