Why big Aussie banks are flatlining (as US banks hit records)

Why big Aussie banks are flatlining (as US banks hit records)

US markets rallied on a softer-than-expected CPI print, while Australia's ASX 200 finished exactly flat, continuing to underperform as domestic tax changes weigh on bank stocks and mortgage books. Major overnight moves in tech, a dramatic earnings season moment for IBM, and a local winemaker's strategic pivot back to premium are also covered. Watchlist: Bank of America, IBM, Treasury Wines Check out these stocks: www.moomoo.com/quote [http://www.moomoo.com/quote]

Expect market volatility as fast rising inflation fears take over

The US tech sector fell hard overnight as US-Iran conflict escalated and talk of blockade and tolls hit investor confidence. We unpack what can be expected as the oil price and bond yields spike in response. Watchlist: Oracle, Goldman Sachs, Tamboran Resources Check out these stocks: www.moomoo.com/quote [http://www.moomoo.com/quote]

Make or break for AI stocks as US companies deliver their verdict

It was the powerful artificial intelligence trade leading global markets higher last week. There were spectacular gains in some market-leading stocks. And that expectation and hope will now be realised (or not) as US companies report their earnings and forecasts. So let's find out if the billions of dollars sunk into building out AI infrastructure is actually worth it. Watchlist: JP Morgan, SK Hynix, Electro Optic Systems Check out these stocks: www.moomoo.com/quote [http://www.moomoo.com/quote]

Has US tech peaked? Chinese AI leads in the July surge

Technology stocks are climbing globally, but so far into July, it's Hong Kong that is outperforming, as significant capital inflow lifts the technology index there and AI-aligned stocks. It's been a dramatic uptick for a key global technology market. And it looks like structural factors are in place to support continued growth as China doubles-down on a self-sufficient AI sector. Watchlist: SMIC, Take Two, Fletcher Building Check out these stocks: www.moomoo.com/quote [http://www.moomoo.com/quote]

Powerful rally grips cyber security over urgent AI fears

Markets flipped from yesterday's tech sector downturn as investors rushed back to AI. Few sectors are running as hot as cyber security, in a bull run since Anthropic launched its Mythos model that freaked out corporations and governments alike, and set off a stampede into AI security. Some stocks have doubled in three months, as the whole sector is expected to do by 2030. Watchlist: Fortinet, Alibaba, Minerals 260 Check out these stocks: www.moomoo.com/quote [http://www.moomoo.com/quote]