Powerhouse US earnings look unstoppable, but the foundations are fragile

Six forces that will drive the US sharemarket in 2026-27

With a US technology stock rally lifting markets overnight, it looks like we're about to end the 2025-26 financial year on a positive note. But when we look at what's likely to drive US markets in the new year, there's a few traps to watch out for, from severe market bottlenecks to November's mid-term elections. Watchlist: Woodside Energy, ON Semiconductor, AbbVie  Check out these stocks: www.moomoo.com/quote [http://www.moomoo.com/quote]

Consider dividend investing as big tax changes near

Last week we saw an obvious rotation from big US technology stocks tied to AI, into 'safer' sectors such as healthcare. We can expect volatility this week as end of financial year repositioning begins. And you should take time to rethink your strategy, especially as we've only got one year to go before the capital gains tax discount is gone. Watchlist: Woodside Energy, ON Semiconductor, AbbVie  Check out these stocks: www.moomoo.com/quote [http://www.moomoo.com/quote]

Warning in US tech giants' struggle to maintain huge AI spend

We saw some huge technology stock price rises and falls overnight in a split US market performance. And it seems there's clearer market distinction between winners and underperformers in the AI race, as massive AI hyperscaler spending starts to impact their businesses and concern investors. Watchlist: Apple, Coinbase, Judo Capital Check out these stocks: www.moomoo.com/quote [http://www.moomoo.com/quote]

Are the 'magnificent seven' still worth investing in? Not really

The pullback in big US technology stocks continued overnight, as it did with commodities, leading to a soft start in Australia. Almost all the 'magnificent seven' fell, but that should perhaps not worry investors so much, with that grouping now labelled 'obsolete'. Resurgent sectors and new trends are erasing the value of this old-school thinking. Watchlist: Micron Technology, SMIC, American Airlines Check out these stocks: www.moomoo.com/quote [http://www.moomoo.com/quote]

World's most unloved technology stocks look ready to explode

Investors sold out of the big US technology stocks, fretting about possible higher interest rates and that valuations may just be too high. Key metals, including copper and silver, were caught up in the negativity. The decline began in Asia-Pacific region markets yesterday, where valuations are so much lower that analysts are pointing to clear room for strong growth ahead. Watchlist: MiniMax, WiseTech, Carnival Check out these stocks: www.moomoo.com/quote [http://www.moomoo.com/quote]