A selloff in big US technology stocks forced the Nasdaq-100 to close down 0.5% overnight. But the broader market retained its previous day's gains. Nvidia dropped 2.5%, but Alphabet, Tesla were up ahead of reporting tomorrow morning. Earnings results from Coca-Cola, Lockheed Martin, Philip Morris brought down their share prices. Big Australian miners are making solid gains this week as the powerful banks' flounder. Stocks mentioned include Alphabet, Agnico Eagle, Barrick Mining, BHP, CommBank, C...
Jul 23, 2025•5 min•Ep. 91
The US market reached a new record overnight. Verizon led gains, up 4% after a strong second-quarter report. The vast majority of US companies reporting so far are beating expectations. Focus remains on Alphabet and Tesla with results out Thursday morning AEST. Alphabet jumped more than 2% overnight in anticipation. While banks dragged down the ASX yesterday, the broader market could make gains today. An 11% gain for Block may have helped limit the ASX 200 dip yesterday. The stock will join the ...
Jul 22, 2025•8 min•Ep. 90
Markets dipped on Friday, but remained well up in a very strong week. Both the Australian and US markets rose more than 2%. That's the best performance in months for Australia. We're in for another strong news week with major US companies reporting, and some in Australia. So far, US company reports are strong, proving the resilience of that economy. We'll see if that continues as Google, Tesla and others report for the quarter. Stocks mentioned include Alphabet, American Airlines, AMP, BYD Compa...
Jul 21, 2025•6 min•Ep. 89
US, Australian sharemarkets are hitting new record highs. Aussie investors are expecting rate cuts now unemployment is rising here. And in the US, general economic data is strong, encouraging investors into riskier stocks. Commodities are also stronger, including iron ore, oil and silver. Block rose more than 5% on the ASX yesterday, continuing its strong recovery since May. Stocks mentioned include Block, Broadcom, Microsoft, Netflix, Nvida, PepsiCo
Jul 18, 2025•6 min•Ep. 88
US shares edged up overnight despite a poor response to solid earnings from big financial firms. Labour data will impact investor sentiment for the US and Australian markets today. Retail figures will also be important in the US tonight. The ASX opened up this morning, but fears CBA is overvalued remain persistent. Stocks mentioned include Bank of America, Commonwealth Bank, GE Aerospace, Johnson & Johnson, Morgan Stanley, Netflix
Jul 17, 2025•5 min•Ep. 87
US sharemarkets fell in overnight trading following the release of inflation data that showed an uptick in price growth. Investors are now concerned they won't be seeing rate cuts as soon as hoped. And the bond market continued to signal danger with a further increase in longer-dated yields. All this meant strong reports from US financials overnight weren't enough to save them from largely declining. Of note, the Hang Seng remains bullish, up 1.6%. While the ASX 200 is down mid morning, led by g...
Jul 16, 2025•7 min•Ep. 86
Bitcoin hits an all-time high of US$123,218, continuing its uptrend since April. That added to the picture of a buoyant US market overnight, with stocks broadly ending up. Investors again shrugged off further US tariff threats (against Mexico, Europe and Russia) – evidenced by continuing stasis in the volatility index, a gauge of investor fear. With China increasing exports 5.8% in the first half of 2025, we could get good news from China's industrial activity today. US inflation will be a key f...
Jul 15, 2025•6 min•Ep. 85
US stocks dipped last week under the weight of inflation concern (not tariffs, which by and large investors are taking in their stride). While continuing enthusiasm for big tech minimised the week’s losses, with megacap Nvidia up 3.5% in the week, US inflation figures will be most important when they’re released Tuesday. And there’s speculation of stimulus activity from the Chinese government, which would likely boost investor sentiment, especially for commodities. We’re seeing surprising lifts ...
Jul 14, 2025•7 min•Ep. 84
Most big US tech stocks fell overnight, with Tesla down 5% after US President Donald Trump threatened the car company's subsidies. US renewable energy giant NextEra led gains in the sector as the 'Big Beautiful Bill' looks set to become law. And US casinos rocketed up after Macau reported high revenue in June. June. Bitcoin fell 7.7% overnight, dragging down alighed stocks such as Strategy. Stocks, ETFs mentioned include Block, Commonwealth Bank, Invesco Solar ETF, iShares Global Clean Energy ET...
Jul 02, 2025•10 min•Ep. 83
US stocks again hit records, with expectation of trade deals and rate cuts. That market has shown outstanding results this year, just as we've seen Australian shares record their biggest gains in years. Defence stocks are leading the charge in both markets. And we've seen gold stocks rally (the sector had its best half year since the global financial crisis). Specifically, Palantir recorded the biggest gain in the Nasdaq-100 for first-half, up 80%. And Austal is up more than 100% on the Australi...
Jul 01, 2025•10 min•Ep. 82
US shares jumped to a record last week, with Nvidia up 10%, Nike up 20%. Investors are seemingly unworried by tariffs, inflation and other issues. Oil slumped 12% last week, with stocks such as Occidental plummeting. The US healthcare sector is also down. Australian shares are on track for 10% gain as 2024-25 closes, with gold, defence leading gains over the past 12 months. Stocks mentioned include Nike, Nvidia, Occidental, Virgin Australia, Tesla, Regis, UBER, Genesis Minerals, Austal, Technolo...
Jun 30, 2025•10 min•Ep. 81
Finance, technology, oil, gas rose overnight, pushing US markets to highs. A decline in US personal consumption expenditure boosted hopes of rate cuts. This all meant the Nasdaq-100 hit another record, with Nvidia, Netflix at new highs. Locally, the S&P/ASX 200 rallied above 8600 at open this morning. Virgin is holding steady from its Tuesday IPO, as is DroneShield after staggering gains this week. Stocks mentioned include Apache, BYD, DroneShield, Geely Auto, Virgin Australia...
Jun 27, 2025•4 min•Ep. 80
The Nasdaq-100 index hit all-time high overnight as tech stocks surged. Investors have moved on from the Iran conflict, deepening their risk appetite. Because of that Nvidia reached a new record, climbing 4.3% to overtake Microsoft as the world's most valuable company. Locally, shares dipped at the open, we'll watch DroneShield, after its 20% jump yesterday over a European defence deal. Stocks mentioned include Commonwealth Bank, DroneShield, Nvidia, Virgin Australia
Jun 26, 2025•4 min•Ep. 79
A broad market rally lifted the Hang Seng 2%, S&P 500 1.1%, ASX 200 0.95%. Notably, energy and gold stocks are down, with Woodside sliding 6.5% yesterday. Virgin Australia closed 11% higher at $3.23 yesterday, after it listed, with more gains likely today. We're focused on Australian inflation data out soon, expected to be 2.3%. Stocks mentioned include Coinbase, Virgin Australia, Woodside, Circle
Jun 25, 2025•4 min•Ep. 78
Markets broadly rallied overnight, with the Nasdaq up about 1%, following a seeming calm in the Iran-Israel conflict. In response, the price of US crude oil dropped, along with energy stocks, while most of the market rallied. Tesla shares surged more than 8% following its robotaxi launch, while competitor Google dipped. Locally, Virgin will list at 12pm today under code 'VGN'. The oil price drop is as good as Virgin could have hoped for today. And its listing today follows a decline in Qantas's ...
Jun 24, 2025•6 min•Ep. 77
Price of oil is rising as Middle East tension escalates, up more than 20% in the past month. In response to this tension, expect energy, 'safe haven' assets to rise and goldminers to rebound from last week. Virgin Australia will list on the ASX tomorrow so it'll be interesting to see how its share price performs at such a time. Focus on inflation reports out this week in the US and Australia. Stocks mentioned include Virgin Australia, Woodside Energy, Santos, Evolution Mining, Goodman Group, Tra...
Jun 23, 2025•8 min•Ep. 76
Virgin Australia Holdings, listing on Tuesday, could be the trade of the year, if your timing is right. If you're focused on local stocks it should be on your radar. Moomoo Australia and New Zealand market strategist Jessica Amir explains how to analyse this (and any other) stock, to get your timing right.
Jun 20, 2025•16 min•Ep. 75
Markets on edge today as US decides in weeks if it will join attack on Iran. The oil price jumped as much as 3% overnight before closing 0.8% higher at US75.80. Energy stocks generally are up. ASX-listed Deep Yellow jumped 31% in four trading days, leading Australian uranium stocks big climb so far this week. Investors should expect volatility as we transition into the new financial year as investors rebalance, and a possible broad rally in July. Securities mentioned include Beach Energy, Boss E...
Jun 20, 2025•8 min•Ep. 74
Shares, gold and other commodities fell overnight with lower expectation of US rate cuts and concern over inflation if the oil price stays high. Investors instead focused on real estate, utilities and technology – which we could see repeated in Australia today. They also dove into stablecoin stocks such as Circle, with regulatory legislation making progress in the US Congress. Stocks mentioned include Honeywell, Taiwan Semiconductor, Cognex, Amphenol, Nvidia, Tesla, Circle, Coinbase...
Jun 19, 2025•9 min•Ep. 73
US stocks jump overnight, with the Nasdaq up 1.5%, with investors assuming the Iran-Israel conflict is unlikely to escalate. Because of this the oil price dropped 2% and the gold price dipped. Slight gain is expected locally, noting that Australian uranium stocks spiked up yesterday, led by Deep Yellow and Boss. There's a focus on Japan as central bank makes rate decision today. Securities mentioned include Invesco QQQ Trust, SPDR Gold ETF, RTX Corp, Deep Yellow, Boss Energy, Global X Uranium ET...
Jun 17, 2025•9 min•Ep. 72
Oil spiked 7% on Friday to US$76.94, with predictions it could reach US$95. This would dampen consumption, fuel inflation and airline costs (with United falling 12% last week). Predictably, oil and defence stocks are rising. Stocks mentioned include Capricorn Metals, Corporate Travel, Flight Centre, Karoon Energy, Newmont, Qantas Airways, Santos, United Airlines, Virgin Australia, Viva Energy, Westgold Resources, Woodside Energy
Jun 16, 2025•9 min•Ep. 71
Virgin Australia will list in just under a week and a half, and is the biggest new entrant to the ASX in several years. With all the buzz, it’s natural to wonder whether this is an opportunity you should seize. But moomoo's Jessica Amir says there's six reasons to pause before you rush in to buy, not just Virgin, but any initial public offering. Stocks mentioned include Virgin Australia, Qantas Airways, Guzman y Gomez, Commonwealth Bank, Nvidia, Meta Platforms, Alphabet
Jun 13, 2025•11 min•Ep. 70
US inflation steady at 2.8% boosts hopes of rate cuts and investor confidence, says moomoo's Jessica Amir. So risk-accepting investors are showing favour to energy, tech stocks. US uranium stocks are on the rise and Oracle jumped 13% over strong earnings. Goldminers are making big gains in Australia. Stocks mentioned include ConocoPhillips, Constellation Energy, Newmont, Oracle, Vistra Energy, Yancoal Australia
Jun 13, 2025•9 min•Ep. 69
Though the US and China announced initial compromises on tariffs, with 'more to come', the S&P 500 fell for the first time in four days, slipping 0.3%. Locally we could see further gains, after the S&P/ASX 200 hit an all-time high yesterday. While we've seen defence stocks in broad rally, the AUKUS deal is on the line, which could have an impact. Securities mentioned include Austal, Vanguard Australian Shares ETF, iShares Core S&P/ASX 200 ETF, BetaShares Australia 200 ETF...
Jun 12, 2025•9 min•Ep. 68
Australian shares have reached a new high, just as the US market looks like it's about to. Tesla’s shares rose 5.7% overnight, ahead of its Thursday robotaxi event. It's part of the tech surge which includes the world’s biggest computer chip companies growing earnings at 43% year on year. And in Australia, with stocks such as Megaport up 89% this year, as the data centre group's gross profits grows by 70%. Securities mentioned Tesla, Micron, Qualcomm, Intel, VanEck Semiconductor ETF, Direxion Da...
Jun 11, 2025•10 min•Ep. 67
Tech, commodity sectors expected to push the ASX up this week particularly if US-China talks go well. Platinum hit its highest since 2021, while silver is at a 14-year high. Australia's public listing process is under review and may increase IPOs this year. Securities mentioned include GraniteShares Platinum Trust ETF, Qantas Airways, VanEck Semiconductor ETF, Themes Airlines ETF
Jun 10, 2025•8 min•Ep. 66
Tesla's share price fell 14% overnight, dragging the US market with it. CEO Elon Musk and US President Donald Trump are in a feud war that's unsettling investors. Moomoo Australia and New Zealand market strategist Jessica Amir explains Australian shares are reaching for highs, as silver and gold keep rising. Securities mentioned include Adriatic Metals, Global X EURO STOXX 50 ETF, Palantir, Tesla
Jun 06, 2025•10 min•Ep. 65
Markets are trading around record highs, with expectation they will rise further. Both in Australia and the US investors are looking forward to rate cuts, just as they're showing excitement over the burgeoning artificial intelligence industry. While market and geopolitical volatility is also keeping 'safe' assets such as gold strong, there is a clear bullish sentiment at work in markets. Stocks mentioned include Alcoa, Paladin Energy, Meta, Boss Energy, Constellation Energy, Amazon, Microsoft, M...
Jun 05, 2025•8 min•Ep. 64
The ASX could hit a high today as global markets push upward, fuelled by investors not wanting to miss out on tech gains, with other sectors also looking positive. This is despite a bleaker view of world economic growth from the OECD, which cut expectations from the US economy, but predicts improving growth in Australia. Stocks mentioned: Nvidia, Apple, Microsoft, Tesla
Jun 04, 2025•9 min•Ep. 63
US markets rose overnight led by big tech stocks Meta, Broadcom and AMD. US steel producers also made gains with news of higher tariffs. Another sector recording a rise is gold, which looks set to continue. But a darkening picture of the US economy is pushing the dollar down, while Disney and Microsoft are among those announcing further layoffs. Securities mentioned Alphabet Advanced Micro Devices Disney Meta Platforms Microsoft Newmont Nucor Steel Dynamics Tesla
Jun 03, 2025•7 min•Ep. 62
