the daily moo

The 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 intelligence trade, which looks set to continue as we enter another reporting season for US stocks. The big gainers of the year so far are most likely to be 2026's winners in December.

Today's watchlist: Southern Cross Electrical Engineering, ILF Latin America ETF, South32

Check out these stocks: www.moomoo.com/quote

Bond yields could climb further as price discovery normalises and yields gravitate toward strong nominal GDP growth. This ongoing upward trajectory puts pressure on highly leveraged sectors while reinforcing the need for investors to focus on quality assets with low debt.

Today's watchlist: SKS Technologies, QUAL ETF

Check out these stocks: www.moomoo.com/quote

Investor caution is keeping markets in check, with another flat US session leading into weaker performance across Australasian markets. Bond yields and the oil price remains high, though Brent futures are below US$100 this morning. AI leader Micron just reported quarterly results, and it's a clear insight into just how strong the market will be for years to come.

Today's watchlist: Micron, Sk Hynix, DXN

Check out these stocks: www.moomoo.com/quote

Sharemarkets are flatlining as the price of oil moderates a little but bond yields remain high. Big US tech dipped overnight, but strong results from Lumentum, Carnival, Oracle and others ameliorated market losses. We're clearly seeing more divergence in the AI trade, as investors become more selective, zeroing in on promising segments and even legacy sectors getting an AI glow up.

Today's watchlist: Megaport, Bloom Energy, Codan

Check out these stocks: www.moomoo.com/quote

As sharemarkets dip under pressure from a soaring oil price and bond yields, investors seem to have few 'safe havens' to turn to. Even gold fell about 4% overnight. But its not out for the count. Gold remains a powerful hedging investment with a unique role in investors' portfolios. We explain what that is and what you can expect from the yellow metal.

Today's watchlist: GOLD, NUGG, PMGOLD, QAU, MNRS, GDX, BHP

Check out these stocks: www.moomoo.com/quote

It'll be a tough start to the trading week across Australasia, though US markets continued to rise last week, with technology stocks performing well. All focus is on Australia tomorrow, with the central bank expected to raise rates again. It's part of a global cycle under way in major markets, but there's several reason investors shouldn't be worried.

Today's watchlist: Micron, Suncorp, Northern Star

Check out these stocks: www.moomoo.com/quote

Sharply resurgent bond yields and oil price are denting investor confidence, with markets stalling under the pressure. Technology is one of the few sectors largely holding up. Local focus is firmly on next week when the central bank decides if it will lift rates again. Bets are that it will, and a few times more after, and that will hit shares.

Today's watchlist: REA Group, Google

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A global selloff in the bond market overnight has sent yields spiking, just as the oil price leaps above US$100 a barrel. US shares fell and local markets are following this morning. The oil price is a central reason consumers are under pressure, with Australian household spending stalling and Americans getting more selective – and stocks are reacting.

Today's watchlist: JB Hi-Fi, Costco

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Big US technology stocks held up overnight, even as the broader market dipped, alongside the oil price. One of the best performing sectors was rare earths, the contested global commodity, which will be a focus of talks between the US and China this week. It's been a punishing year for the sector, but demand is set to rise as we enter the robotic age.

Today's watchlist: REMX ETF, Lynas Rare Earths, Micron

Check out these stocks: www.moomoo.com/quote

A big market rally, fuelled by artificial intelligence stocks swept the US overnight. It's led by Meta, now changing the AI race, with its new Muse agent model that users are turning to by the millions. It is taking the lead and laying down a huge challenge to rivals. As the price of oil drops and bond yields steady, investors are re-embracing risk.

Today's watchlist: Meta, Strategy, BHP

Check out these stocks: www.moomoo.com/quote