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The unsustainable US rally will falter if the Nasdaq-100 drops to this level
May 6, 2026
5m 00s
Investor confidence plummets as Middle East conflict renews
May 5, 2026
3m 00s
These four sectors are set for gain as AI spend heads to US$5t
May 4, 2026
13m 50s
US market's dying leap makes April its best month in years
May 1, 2026
9m 20s
Four AI giants just reported results: Google smashed them all
Apr 30, 2026
11m 00s
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| Date | Episode | Description | Length | ||||||
|---|---|---|---|---|---|---|---|---|---|
| 5/6/26 |  The unsustainable US rally will falter if the Nasdaq-100 drops to this level | Strong earnings results are pumping the US market into highs, with artificial intelligence still the key trading theme. It's become a powerful rally over the past month, even though we're seeing no end to the global oil crisis and central banks look to increase rates. The signal this US investor euphoria may be over will be in the Nasdaq-100 index, so watch the key 26,000 level. Watchlist: Uber, Codan Check out these stocks: www.moomoo.com/quote | 5m 00s | ||||||
| 5/5/26 | Investor confidence plummets as Middle East conflict renews | As Iran strikes its neighbours and ships in the Strait of Hormuz, to US retaliation, the oil price jumped and shares tanked. With the Dow Jones Industrial down more than 1%, Australian shares are also falling this morning. Our strategist provides his update from Melbourne, as the Australian Shareholders' Association 2026 Investor Conference continues. Watchlist: ON Semiconductor, AMD, Westpac Bank Check out these stocks: www.moomoo.com/quote | 3m 00s | ||||||
| 5/4/26 | These four sectors are set for gain as AI spend heads to US$5t | The US market continues to reach highs, as Asian markets score losses. It is the huge, powerful American technology stocks driving significant gains there. And that is lead by investor enthusiasm for artificial intelligence, as companies now show earnings strength. As estimates of AI spend increase to US$5 trillion over five years, we examine four critical supply sectors. Watchlist: Roundhill Memory ETF, Palantir, National Australia Bank Check out these stocks: www.moomoo.com/quote | 13m 50s | ||||||
| 5/1/26 | US market's dying leap makes April its best month in years | Markets return to highs, making April the best for sharemarket performance in many years. A stunning tech-led rally, kicked along by strong earnings from the likes of Google, belies dangerous conditions. As inflation appears set for inevitable rise and interest rates start to trend up, investors may not be reading the signs of peril in the bull run. Watchlist: Sandisk, Apple, ANZ Bank Check out these stocks: www.moomoo.com/quote | 9m 20s | ||||||
| 4/30/26 | Four AI giants just reported results: Google smashed them all | Sharemarkets are holding steady despite a huge spike in the oil price and Middle East tension muddling some other markets around the globe. But post-market US trading was dominated this morning by Meta, Alphabet, Microsoft and Amazon. There was one clear winner and some interesting results and themes that came out of it all. Watchlist: Qantas Airways, Seagate Technology, Westgold Resources Check out these stocks: www.moomoo.com/quote | 11m 00s | ||||||
| 4/29/26 | Decimated airline stocks now a 'high value, high risk' proposition | The heat is coming out of sharemarkets as the Middle East standoff continues. As oil rises above US$110, stocks are under pressure, especially airlines. Falling up to 40% this year, some analysts are saying they're a 'high risk, high value' proposition. We also preview what to watch out for when four of the 'magnificent seven' report tomorrow. Watchlist: Qantas Airways, Seagate Technology, Westgold Resources Check out these stocks: www.moomoo.com/quote | 12m 44s | ||||||
| 4/28/26 | Inflation fear may dampen US market boom as central bank meets | The US sharemarket hit yet another new high overnight. Technology stocks rally, just as the oil price shoots up and the Middle East standoff is without resolution. It may be this week's critical central bank meeting in the US that delivers a wake up call to investors that oil-induced inflation is a bigger worry than they think. Watchlist: Ebay, BYD, Karoon Energy Check out these stocks: www.moomoo.com/quote | 10m 30s | ||||||
| 4/24/26 | Supply crisis warning: semiconductor stocks may be at their peak | Software stocks slid heavily overnight, dragging down the broader US market, and bleeding into the Australian open. The standout US sector is semiconductors, ripping up an astonishing 30% in value so far in April. But the heat of that rise, and unquenchable demand for semiconductors and computer chips, is becoming a problem, with the bull run looking unsustainable. Watchlist: Texas Instruments, IBM, Cochlear Check out these stocks: www.moomoo.com/quote | 8m 50s | ||||||
| 4/23/26 | Exuberant US sharemarket is due for correction as it faces real risks | US shares rally to new highs, again, with a heedless exuberance that cannot last. It's the only major sharemarket that appears to have not factored in the real risks from rising global energy prices and undersupply. Expect a reckoning, as investors realise the impact, which may lead to underperformance compared with global markets. Watchlist: Intel, Newmont, Sandfire Resources Check out these stocks: www.moomoo.com/quote | 16m 00s | ||||||
| 4/22/26 | Five keys to find the winning IPOs of 2026 | As the oil price rises and the Middle East conflict confuses investors, sharemarkets are falling. But strong earnings reports are proving a powerful bottom-up force. Another could be a string of IPOs this year, some valued in the trillions of dollars. From SpaceX to Canva, we'll see companies debut on the sharemarket across Australia, Hong Kong and the US. But how do you pick the winners from losers? Watchlist: Tesla, Paladin Energy, Zip Co Check out these stocks: www.moomoo.com/quote | 21m 05s | ||||||
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| 4/21/26 | Silver set for long-term gains as demand from industry deepens | Markets are holding steady, despite Middle East chaos, with momentum fuelled by US earnings results. And strong demand is pushing commodities up, with silver in place to lead the 2026 precious metals' rally as supply cannot meet mounting demand from industry and investors. Watchlist: iShares Silver Trust, Northrop Grumman, Lynas Rare Earths Check out these stocks: www.moomoo.com/quote | 10m 51s | ||||||
| 4/20/26 | The next week will be critical to know if the US market rally will last | The US market is at a new high, soaring as sentiment builds around three key factors: an end to Middle East conflict (and lower oil price); a strong run of US company earnings; and belief that interest rates will not rise. This week, and especially next week, we will find out if the forces in play will support huge gains in the US. Watchlist: Nvidia, GE Aerospace, Megaport Check out these stocks: www.moomoo.com/quote | 14m 25s | ||||||
| 4/17/26 | Investors jubilant over US bank results, revealing strength of the economy | The US sharemarket surges to a new high as investors bet on resolution to Middle East conflict, a full resumption of the oil trade, and strong earnings results from companies. The big banks, reporting massive profits totalling about US$50 billion last quarter, support this optimistic outlook for stocks and the economy. Watchlist: Charles Schwab, Netflix, Liontown Check out these stocks: www.moomoo.com/quote | 11m 00s | ||||||
| 4/16/26 | Expect a strong uranium market upswing with demand expected to soar | The US market upswing continues with expectation of resolution to the Strait of Hormuz stand off and a resumption to trade. But the energy 'rethink' spurred by the oil crisis is sending uranium stocks skyward, and it could be a long term trend as supply cannot meet demand, and there's no immediate resolution to that imbalance. Watchlist: Betashares Global Uranium ETF, DoorDash, Morgan Stanley Check out these stocks: www.moomoo.com/quote | 10m 19s | ||||||
| 4/15/26 | Stocks now a 'value proposition' following sharemarket reset | The global sharemarket rebound is well under way, with the US nearing record highs. This follows the March selloff, which reset stock values to the 'best level' in years, say analysts, with even the price-to-earnings ratio of the 'magnificent seven' at its most attractive since 'liberation day' a year ago. Watchlist: ASML, Coreweave, Evolution Mining Check out these stocks: www.moomoo.com/quote | 10m 02s | ||||||
| 4/14/26 | US market regains losses as earnings results roll in to high expectations | The US market rallied back to its pre-war level overnight, as companies start to report their first-quarter results for the year. Expectations are very bullish, especially for the mighty technology sector, with global investment managers recommending to be 'overweight' in US stocks. But investors will keenly watch company expectations for the rest of 2026. Watchlist: BlackRock, Dell Technologies, A2 Milk Check out these stocks: www.moomoo.com/quote | 13m 50s | ||||||
| 4/13/26 | Rate shock: brutal sea change coming for unprepared markets | Last week's powerful share market rally is not likely to repeat this week, with the Australian market opening down as renewed Middle East disruption hits investor nerves. This continues to fuel inflation, with central bank's pivoting to hold or raise interest rates. Problem is, share markets are largely unprepared for the impact of this. Watchlist: Lam Research, Goldman Sachs, Guzman y Gomez Check out these stocks: www.moomoo.com/quote | 10m 30s | ||||||
| 4/10/26 | Sectors to gain (or lose) as AI agents take over the business world | World markets continue to recover from their trouncing during the Iran war, with the AI sector driving that uptick. That means investors are again beating up software stocks, a sector that fell hard overnight, but may possibly be a big winner as companies rush to employ AI agents – a powerful, unstoppable trend that will reshape business. Watchlist: Amazon, Atlassian, WiseTech Global Check out these stocks: www.moomoo.com/quote | 12m 30s | ||||||
| 4/9/26 | As markets rally, April may be Australia's best month this year | Global sharemarkets rallied powerfully in the past 24 hours, with some Asian and Europen indices up more than 5%. Technology stocks are leading the broad surge, including in Australia, where April is a proven outperformer compared to other months. With momentum building, it could be the best month of 2026 for gains. Watchlist: Teradyne, Levi Strauss, DroneShield Check out these stocks: www.moomoo.com/quote | 11m 20s | ||||||
| 4/8/26 | Soaring metals signal structural repricing with miners to benefit | US stocks rallied from session lows, with the Australian market soaring at its open on news of a US-Iran ceasefire as the oil price drops. It is metals stocks gaining the most ground over the past week, with aluminium, gold and copper surging in what appears to be a structural shift in the market, with new higher prices set to stay. Watchlist: Emerald Resources, Delta Air Lines, Intel Check out these stocks: www.moomoo.com/quote | 12m 45s | ||||||
| 3/31/26 | What to expect in markets if the Iran war ends | A risk-on rally swept US markets overnight, driving the Nasdaq up nearly 4%. And the Australian market is following this morning. This is down to signals of peace in the Iran war... so what should investors expect if we do see a clear end to the war, and which sectors will rise or fall as hostilities cease? Watchlist: Schawb Dividend ETF, LyondellBasell, South32 Check out these stocks: www.moomoo.com/quote | 9m 20s | ||||||
| 3/30/26 | The global bond market is sounding a clear 'selldown' alarm to investors | Sharemarkets keep falling, driven by technology and other growth sectors. It's the commodities and value stocks that are holding up, such as coal and chemicals. But the broad bass alarm of bonds is sounding through markets, with a huge spike in yields indicating higher inflation, higher rates and a continuing drop in the value of equities. Watchlist: Schawb Dividend ETF, LyondellBasell, South32 Check out these stocks: www.moomoo.com/quote | 12m 30s | ||||||
| 3/29/26 | Don't rush into falling US tech stocks, with momentum clearly downward | A sweeping drop in sharemarkets is expected this week, following last week's rout (which did not include Australia). With oil rising and fear peaking it is big US technology stocks feeling the pain, falling up to 26% year to date, with more likely ahead as momentum accelerates. Watchlist: Microsoft, Estee Lauder, Liontown Check out these stocks: www.moomoo.com/quote | 10m 30s | ||||||
| 3/26/26 | Drone stocks set for growth as global militaries pivot their focus | US markets were swept by negativity overnight as the oil price spiked and the Iran war looked set to continue. Defence stocks are one bright sector, with an argument forming that drone stocks are still undervalued, and stand to benefit as global militaries rush to make AI-powered drones central to their plans. Watchlist: Swarmer, Meta, 4D Medical Check out these stocks: www.moomoo.com/quote | 11m 15s | ||||||
| 3/26/26 | Inflation will surge toward 5%, and sharemarkets' reaction will be severe | Markets continue to climb on (somewhat unconvincing) talk of Iran conflict resolution. Analysts are more convinced that inflation will spike above 4% in the US and 5% in Australia in coming months. Especially the US market is not ready for this, so when it does hit the reaction is likely to be severe. Watchlist: ARM, Meituan, G8 Education Check out these stocks: www.moomoo.com/quote | 12m 30s | ||||||
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