the daily moo

AI demand squeeze: investors' four big bottleneck bets

As a big tech selloff takes hold in global markets, it's not the chips or hyperscalers winning investor interest, it's the industries that make them function. Those machinery and infrastructure stocks are in demand as the AI build out continues to heighten. We outline four critical sectors to watch. Watchlist: iShares Semiconductor ETF, Teradyne, Nextdc Check out these stocks: www.moomoo.com/quote [http://www.moomoo.com/quote]

US market 'on track' to double its gains for the full year

US semiconductor stocks led a downswing in the market, but analysts are steadfastly bullish on where the market's premier benchmark, the S&P 500, is headed in the months ahead, and that is up. Gains in the first half of 2026 are expected to match gains in the second half – so it could be double (or nothing) for the year. Watchlist: Liontown, Caterpillar, Electro Optic Systems Check out these stocks: www.moomoo.com/quote [http://www.moomoo.com/quote]

ASX 200's 3% financial-year gain 'looks a little bit sick'

A rally in US artificial intelligence stocks and sectors ended the financial year on theme! It was the clear driver of the US market for the past 12 months, driving astounding gains across all indices. But also integral in Australia on the commodities front. We unpack the year that was, and give a quick take on the set up for 2026-27. Watchlist: Liontown, Caterpillar, Electro Optic Systems Check out these stocks: www.moomoo.com/quote [http://www.moomoo.com/quote]

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]