The big threat to the intense AI rally is the crashing bond market

Intense US market volatility shows just how fragile the market really is

A powerful rally in the US sharemarket overnight is channelling into gains for the Australian market this morning. But the US gains, spearheaded by repeated double-digit leaps in trillion-dollar technology stocks, reveals just how febrile, uncertain and touchy the US market really is right now. Watchlist: SanDisk, Tema Space Innovators ETF, Alcoa Check out these stocks: www.moomoo.com/quote [http://www.moomoo.com/quote]

US energy prices jumped 24%, and the real damage hasn't even started

US shares dived overnight as Middle East military activity resumed and inflation spiked to a three-year high. Rising prices are mostly driven by rapidly increasing energy costs – a side effect of the US-Iran war. This huge increase is only just beginning to bite into the US sharemarket and consumers. And it looks set to have a devastating effect ahead. Watchlist: Oracle, Adobe, Wesfarmers Check out these stocks: www.moomoo.com/quote [http://www.moomoo.com/quote]

Crypto is crashing as investors rotate into artificial intelligence

Technology stocks and metal prices dipped overnight, as investors pause amid renewed Middle East hostilities. But few sectors are falling as hard and fast as cryptocurrencies, with Bitcoin losing half its value since its high late last year. Investors are desperate to pile into AI, and crypto is a casualty as they liquidate their holdings. Watchlist: Strategy, Cracker Barrel, Deep Yellow Check out these stocks: www.moomoo.com/quote [http://www.moomoo.com/quote]

Gold falls below critical level as signs point to steeper drop

While the US technology sector rebounded over night, lifting the overall market, the price of gold did not. It is now well below US$4400 an ounce – a critical support level – with signs indicating further decline ahead is likely. In unison, we've seen significant drops in gold stocks across North America and the Asia-Pacific region. Watchlist: Chow Tai Fook, Planet Labs, Megaport Check out these stocks: www.moomoo.com/quote [http://www.moomoo.com/quote]

Powerhouse US earnings look unstoppable, but the foundations are fragile

Markets are pulling back from escalation of hostilities in the Middle East, as the price of oil rises. But they usually don't fall far, with the euphoric, persistent US rally based on the enormous strength of companies' earnings growth, as revealed in the past two monthS. But in a market 'priced to perfection' how much growth is left? Watchlist: CrowdStrike, Victoria's Secret, Paladin Energy Check out these stocks: www.moomoo.com/quote [http://www.moomoo.com/quote]