About this podcast
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
The newest 20 of 270 episodes
- Massive profits for majors as supercharged oil bull run continues · 12 min · Episode 402Refining margins are pushing big oil profits higher and higher. Last week's reports were impressive, and that looks set to continue as wars and undersupply keep the oil price…
- Record results: investors are fleeing tech for healthcare stocks · 13 min · Episode 401A sharp pullback in the US technology sector sent markets tumbling overnight, led by Alphabet's huge drop as its AI business limited its search business. Other tech leaders…
- AI revenue rains on cloud giants, but they face cashflow crisis · 11 min · Episode 400Amid the broad tech rally, Google is down and Microsoft up. Investors’ savage reaction to reports from AI leaders is whipsawing stock prices, eager to hear stories of greater…
- Consumer stocks tumble as Australians face financial pain · 10 min · Episode 399The global tech stock rally continues, boosting US markets and lifting Australia this morning, with Anthropic fever largely behind it. That's ahead of inflation data out soon…
- Lithium stocks smashed even as soaring demand is expected · 11 min · Episode 398A bounce back in the tech sector swept Wall Street, energised by Anthropic filing for its massive IPO. Some sold off big tech names recovered, and it’s a welcome change just…
- US$260b data centre fail: will voter backlash hurt the AI trade? · 13 min · Episode 397Caution is gripping markets as the US and Australia head to rate decisions, earnings results from artificial intelligence leaders and an election in America. These forces will…
- Tech rout deepens: the sectors benefiting from the AI sell-off · 11 min · Episode 396Overnight we saw a rout in technology stocks, as Meta's cash flow turned negative due to its huge AI spending bill. It shocked investors, and deepened worries for the whole…
- Who will actually make money from AI? Meta is taking the lead · 11 min · Episode 395US tech companies are posting astonishing earnings results, and even stronger forward outlooks, and it's all down to artificial intelligence. That sent markets up overnight, with…
- Down but not out: why defence stocks are looking ready to rally · 11 min · Episode 394Northrop Grumman's strong earnings beat provided a temporary boost, but defence ETFs remain under pressure as NATO budget increases lag behind aggressive long-term targets…
- Yields are way up: are bonds finally a better buy than shares? · 12 min · Episode 393Even as tech shares recovered overnight, bond yields around the world won't stop rising. Now at multi-decade highs, bond yields are fundamentally changing the investment…
- Investor AI doubts intensify as Anthropic IPO loses US$500b · 14 min · Episode 392The pullback in AI stocks was deep last week, as investors rotated into the 'safer' shores of energy, consumer and other sectors. With the likes of CoreWeave and Nebius falling…
- We're in a supercycle: aluminium nears 2026 low, stocks rise · 13 min · Episode 391The aluminum market is experiencing a powerful upcycle that many analysts argue looks like a long-term commodity supercycle. As the metal's price nears a 2026 low, Alcoa's…
- Insatiable demand for AI chips reveals more boom years are ahead | ASML · 11 min · Episode 390With orders extending four years ahead, semiconductor equipment maker ASML has eased fears there's any end in sight to the AI boom. Surging demand saw the giant Dutch company…
- Are Aussie banks good value? What Wall Street earnings tell us · 11 min · Episode 389Year-to-date returns show a sharp divergence between US and Australian bank stocks, even as both economies share resilient labour markets. Fresh quarterly results from Wall…
- BHP, Rio or Glencore? How to play the new ASX copper boom · 15 min · Episode 388Glencore is listing on the ASX this week, searching for more capital to fund its ambitions copper expansion plans. It's up against BHP and Rio Tinto, as these giants pursue the…
- Anthropic is beating OpenAI as its US$2 trillion IPO nears · 13 min · Episode 387News of OpenAI's inflated revenue figures smashed into technology stocks last week, but not enough to keep the sector down as we head into US corporate earnings season. And it's…
- As global consumer appetites change, PepsiCo and others are failing · 10 min · Episode 386A sell off in big tech names dragged down the US market overnight after news of inflated revenue figures from OpenAI sent a shockwave through investor confidence. At the other…
- Volatility and opportunity for investors in US midterm elections · 14 min · Episode 385Markets are recoiling from intensifying risk as global bond yields surge, driving up borrowing costs. But that reaction follows yesterday's new market highs, and precedes the…
- Nuclear stocks shocked back to life by massive AI deals, loans · 12 min · Episode 384US markets hit new highs overnight, driven by gains in the big US technology stocks. Enthusiasm for the artificial intelligence trade remains strong, and is extending into…
- Three months left: US technology stocks will keep winning in 2026 · 11 min · Episode 383The Nasdaq Composite reached a high overnight, even as bond yields keep rising and geopolitical risk remains high. It's indicative of investors' enthusiasm for the artificial…
