the daily moo

The US technology sector rose overnight, punctuated by a stellar result from leader AMD, which boosted confidence in Australian technology stocks this morning. All this comes after a rough month for the giant US semiconductor sector, a hero of the AI trade, falling almost 20% in October. But with demand still roaring, could this be a great entry point for investors? Watchlist: SOXX ETF, ARM, XYZ Check out these stocks: www.moomoo.com/quote

The US technology sector is continuing to fall as investor doubts persist, as they focus on rate decisions and elections. It will be the US voting tonight to determine power in Congress, and we may expect volatility in the market and particular sectors, depending on the result. Longer term, history points to gains following midterm elections, which could be good news. Watchlist: HALX ETF, Apple, Palantir Check out these stocks: www.moomoo.com/quote    

Refining 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 high (and volatile). Stocks have surged around 50% over the past 12 months. It's a stark contrast to the rout in tech stocks over the past month. Watchlist: Exxon Mobil, Santos, Westpac Check out these stocks: www.moomoo.com/quote

A 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 tumbled as investors took the opportunity to dive into the climbing healthcare sector, where record results are being reported for Eli Lilly and Merck. Watchlist: DRUG ETF, Caterpillar, ResMed Check out these stocks: www.moomoo.com/quote  

Amid 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 monetisation from artificial intelligence but spooked by massive costs and disappearing free cash flow. We dissect the latest results to see what lies ahead for the hyperscalers. Watchlist: ASIA ETF, Lynas Rare Earths, Amazon Check out these stocks: www.moomoo.com/quote