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 export licensing rules, essentially restricting trade. As Australia, the US and allied nations scramble a response, rare earths stocks in those markets have soared. Watchlist: IperionX, VanEck Rare Earths and Strategic Metals ETF, Bitdeer Check out these stocks at www.moomoo.com/quote...
Oct 16, 2025•9 min•Ep. 151
US President Donald Trump's trade talk against China turned hostile again, sinking US technology shares, such as Nvidia, which dragged down the market. The opposite is true for miners and precious metals, with gold and now silver at all-time highs. Silver has gained more than 70% this year, reaching a 45-year record high, surpassing gold. Watchlist: Global X Silver Miners ETF, ASML Holding, LVMH Moët Hennessy Check out these stocks at www.moomoo.com/quote...
Oct 14, 2025•9 min•Ep. 150
Markets are rising after the US president softened his tone against China. But the US government remains shutdown, so big finance stocks reporting tonight are extra important, not only for their extraordinarily strong growth expectations, but insight into the nation's economy. And gold has exceeded US$4100, with Aussie miners making strong gains. Watchlist: Blackrock, Broadcom, ANZ Bank Check out these stocks at www.moomoo.com/quote...
Oct 14, 2025•7 min•Ep. 149
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 resuming their high-stakes trade war. Proposed retaliatory tariffs from the US sent investors scrambling out of high risk assets, and stocks plummeted. Expect the week to be dominated by the fallout from their rare earths standoff. Watchlist: Nvidia, South32, MP Materials Check out these stocks at www.moomoo.com/quote...
Oct 13, 2025•9 min•Ep. 148
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. But Microsoft is now warning there are not enough data centres to keep up with AI demand into next year, and supply won't step up for some time, explains Jessica Amir. Watchlist: VanEck Gold Miners Equity ETF, Guzman y Gomez, James Hardie Check out these stocks at www.moomoo.com/quote...
Oct 10, 2025•9 min•Ep. 147
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 jump in the Nasdaq overnight, which saw Nvidia near highs. Gold has passed the US$4000 milestone, with its own all-time high, amid talk of US$5000 the next target to hit. And silver is a hair's breadth from its 2011 high. Watchlist: VanEck Gold Miners Equity ETF, Guzman y Gomez, James Hardie Check out these stocks at www.moomoo.com/quote...
Oct 09, 2025•8 min•Ep. 146
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 resounded across US technology stocks and the AI sector particularly. Fresh, strong doubts about the real profitability and long-term sustainability of high valuations surfaced, with sentiment split. Watchlist: Dell Technologies, Tesla, Greatland Resources Check out these stocks at www.moomoo.com/quote...
Oct 07, 2025•5 min•Ep. 145
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 of its big deal with OpenAI. That was part of a broad-based surge, with gold, Japanese stocks, and Bitcoin all pushing to fresh highs. This week we will see PepsiCo report, as third-quarter reporting season in the US gets underway. Watchlist: Advanced Micro Devices, Westgold Resources, PepsiCo Check out these stocks at www.moomoo.com/quote...
Oct 07, 2025•3 min•Ep. 144
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 strengthened, gold slipped, and copper surged to a 12-month high on stronger demand. Today's watchlist: Nvidia, BHP, Tesla Check out these stocks at https://www.moomoo.com/quote
Oct 03, 2025•5 min•Ep. 143
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. That compared to gains in cryptocurrency stocks and ETFs as Bitcoin, Ethereum and others continue their rapid climb since Friday. Moomoo's Michael McCarthy says their on the way back toward all-time highs. Watchlist: Capricorn Metals, Block, Nike Check out these stocks at www.moomoo.com/quote...
Oct 02, 2025•9 min•Ep. 142
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 rise so far in 2025 to 45%. And analysts say 'it's set up for a fourth-quarter run'. So should investors consider gold miners or metal based exchange-traded funds? Watchlist: Capricorn Metals, Block, Nike Check out these stocks at www.moomoo.com/quote
Oct 01, 2025•9 min•Ep. 141
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, jumping 11%, to rise 242% in 2025. Europe and world focus on drones is behind it, and that puts a few Aussie stocks in a great position. That includes Orbital, on our watchlist today. Watchlist: Orbital, Carnival, ProShares UltraShort Bloomberg Crude Oil ETF Check out these stocks at www.moomoo.com/quote...
Sep 30, 2025•9 min•Ep. 140
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're seeing a split in bond and share markets over rate cut expectations. Shares rallied as investors see no impediment to further rate cuts, while bond yields rose, suggesting those investors see fewer US rate cuts ahead. Watchlist: Starbucks, IperionX, Premier Investments Check out these stocks at www.moomoo.com/quote...
Sep 29, 2025•9 min•Ep. 139
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 the US as thought, or even none, says moomoo's Michael McCarthy, which could lead to a serious correction in US trading. The response overnight was a 0.5% dip in the US market, with Oracle leading the decline. Watchlist: Freeport-McMoRan, Capstone Copper and Chalice Mining Check out these stocks at www.moomoo.com/quote...
Sep 26, 2025•9 min•Ep. 138
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 stories. With yesterday's Australian CPI at 3%, rate cut expectations this year are now down to 50%. Financial stocks are among the hardest hit. But Hong Kong technology stocks are rallying, hard. Watchlist: Westpac, Washington H Soul Pattinson and Co, Alibaba Check out these stocks at www.moomoo.com/quote...
Sep 25, 2025•10 min•Ep. 137
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 yesterday with Myer falling 25%. But that does not reflect the broad, divergent sector that is Australian retail, where stocks' performance overall are surprisingly strong, while volatile. Watchlist: Myer, Micron Technology, DroneShield Check out these stocks at www.moomoo.com/quote...
Sep 24, 2025•8 min•Ep. 136
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 stocks that jumped 15% yesterday, with some recording 200% gains this year. With tight supply and strong demand, analysts say there's more gains ahead for this overlooked precious metal. There's also predictions that big gains in Apple are not over, with more AI potential in the stock. Watchlist: Global X Silver Miners ETF, Sun Silver, Apple Check out t...
Sep 23, 2025•6 min•Ep. 135
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 it's over. The data centre market may triple by 2030, but it will need US$7 trillion in investing dollars to get there. Some say, with the ahistoric gains we've seen, it's starting to look like a bubble. Watchlist: Equinix, Electro Optic Systems, Baidu Check out these stocks at www.moomoo.com/quote...
Sep 22, 2025•8 min•Ep. 134
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 Zealand market strategist Michael McCarthy. That includes beleaguered Intel, on news Nvidia will buy 5% of the company, as they work together on AI chips. That collaboration could be bad news for prime competitor AMD. Watchlist: AMD, Bullish, Silex Systems Check out these stocks at www.moomoo.com/quote...
Sep 19, 2025•5 min•Ep. 133
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 cut, with bets firming for two more. But Hong Kong tech stocks surged magnificently yesterday, along with the broader market, as investors seek growth outside US. They're buying into China's AI story, with Bidu, SMIC and other AI stocks leading the serious rally. Watchlist: SMIC, Wolfspeed, Santos Check out these stocks at www.moomoo.com/quote...
Sep 18, 2025•8 min•Ep. 132
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 of more to come could derail the strong market momentum we've seen. Oil and uranium stocks spiked yesterday over geopolitical issues and intensifying energy demand, but we're seeing a pullback in some stocks this morning. Watchlist: Deep Yellow, Global X Uranium ETF, Valero Energy Check out these stocks at www.moomoo.com/quote...
Sep 17, 2025•7 min•Ep. 131
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 driving the market higher. But that might not include Australian goldminers, which are rising off the escalating gold price, and have made astounding gains this year. Watchlist: Evolution Mining, Vulcan Energy, New Hope Check out these stocks at www.moomoo.com/quote
Sep 16, 2025•8 min•Ep. 130
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 central bank meeting this week with expectations for rate cuts – one on Thursday morning and more to follow. Any hint otherwise could alarm the market. We also follow Oracle's huge gain last week to check in on the cloud sector and its big expectations. Watchlist: Alphabet, Warner Bros Discovery, ANZ Bank Check out all these stocks on moomoo's quote...
Sep 15, 2025•7 min•Ep. 129
We're 'in extraordinary, historic times', says moomoo's Michael McCarthy, where tepid inflation data can fuel wild upward market swings. One exception to this may be US car stocks, which are gaining on strong sales figures, and one of few sectors not overvalued. But manufacturers face fierce Chinese competitors. Watchlist: Tesla, Paramount, CSL Check out all these stocks on moomoo's quote page
Sep 12, 2025•8 min•Ep. 128
'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 see devastated lithium stocks recover. US, HK markets are at highs based on feverish rate-cut hopes. And Oracle, one of last megacaps to report, has astounded with strong results and projections from its cloud division. Watchlist: Karoon Energy, Pop Mart, Life360 Check out all these stocks on moomoo's quote page...
Sep 11, 2025•7 min•Ep. 127
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 by 25 or 50bps. In Asia, Japan’s Nikkei surged past 44,000 on easing auto tariffs and PM Ishiba’s exit, while Hong Kong’s Hang Seng gained on tech strength. Watchlist: Alibaba, Tencent, Xiaomi Check out all these stocks on moomoo's quote page...
Sep 10, 2025•4 min•Ep. 126
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 commodity are sinking stocks, but that doesn't mean their value is disappearing. We are certainly seeing gold's value rising, with the metal reaching a new all-time high overnight. Just as the Nasdaq Composite index did in the US. Watchlist: Karoon Energy, Pop Mart, Life360 Check out all these stocks on moomoo's quote page...
Sep 09, 2025•7 min•Ep. 125
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. US job results on Friday were very poor, increasing likelihood of rate cuts, but for the first time we may be seeing investors rethink the sustainability of current market levels in a weakening economy. Watchlist: Opendoor, Nvidia, WiseTech Global Check out all these stocks on moomoo's quote page...
Sep 08, 2025•7 min•Ep. 124
Cryptocurrency-based stocks slid overnight, defying a broader upswing in the US market, especially on the Nasdaq. Smaller stocks such as American Bitcoin and Bullish were hammered, joining the sector's decline in past weeks, explains moomoo Australia and New Zealand market strategist Michasel McCarthy. We also cover Broadcom's strong result and a steady decline in BYD, despite strong sales. Watchlist: Broadcom, SharpLink, BYD Check out all these stocks on moomoo's quote page: moomoo.com/quote...
Sep 05, 2025•6 min•Ep. 123
Banks and supermarkets are just two sectors of the Australian sharemarket expected to gain long term from strengthening economic growth, revealed in GDP figures released yesterday, explains moomoo's Michael McCarthy. And in US tech stocks, Alphabet soared, pushing the Nasdaq up 1% overnight, , while Figma and Salesforce suffer after releasing results. Watchlist: Alphabet, Salesforce, Figma Check out all these stocks on moomoo's quote page: moomoo.com/quote
Sep 04, 2025•7 min•Ep. 122
