Moomoo

Good morning, or should I say bad morning, with the sharp sell-off in tech stocks overnight.

It's Thursday, I'm Tapper Strickland, Chief Market Strategist at Moomoo.

Let's get to it.

Today's In Focus topic is ASML and what it can tell us about the AI infrastructure demand, pertinent given last night's sharp sell-off in tech stocks.

And of course, with CoreWeave down, you saw other near clouds also down.

So Nebius was down 11%, Oracle down 8.3%, and Okta down 6.5%.

Of course, semiconductor companies have near-clouds as key customers, and so you saw a big slip in semi-stocks, as you can see on the Moomoo heat map.

Apple, in contrast, is now valued at over $5 trillion, so quite a remarkable feat there.

It's a sleepy Tuesday with light US trade overnight given the US public holiday.

I'm Taba Strickland, Chief Market Strategist at MooMoo.

Let's get to it.

Today's In Focus topic is copper and how Glencore's CDI listing on the ASX gives Aussie investors another way to play the strong copper thematic.

Today is expected to be a thirty-five-degree scorcher.

I'm Tavish Strickland, Chief Market Strategist for Moomoo.

Let's get to it.

Today's in focus topic is gonna be on why we shouldn't be worried just yet about the changing market shares between the AI models.

As for Friday's moves, the S&P five hundred and Nasdaq both rose zero point six percent.

Over the week, the S&P five hundred is up one point two percent and the Nasdaq is up zero point six percent.

Looking at the Moomoo heat map and filtering by the last five trading days, you can see some interesting developments occurring under the hood.

Tech and comm services continue to be strong.

The weekend is around the corner.

I'm Tapas Strickland, Chief Market Strategist for Moomoo.

Let's get to it.

Today's in-focus topic is on Pepsi and what its faltering US sales can tell us about the consumer.

There was a broad sell-off in the tech sector and a rotation towards the cyclicals and defensives.

You saw the S&P five hundred down by around zero point five percent, the Nasdaq down by about one point two percent, but the Dow actually rose zero point two percent.

Pulling up the Moomoo heat map and filtering for yesterday's moves, you can see the sharp sell-off in tech, Nvidia down two point nine percent, AMD down three point nine percent, and Oracle down five point five percent.

And the rotation going into energy up two point six percent, defensives t- up two point two percent, and financials up zero point five percent.

It's Thursday, a beautiful day in Sydney.

I'm Tapas Strickland, Chief Market Strategist for Moomoo.

Let's get to it.

Today's in-focus topic is on the US midterm elections, pertinent given that the US tech sector and the AI infrastructure rollout is one of the key drivers of the US equity market.

The S&P five hundred and the Nasdaq both fell by around zero point two percent.

There was a larger fall in the Dow, though, weighed down by a larger fall in a single stock, Caterpillar.

Pulling up the Moomoo heat map, you can see the softness was broadly based, and I think markets are broadly cautious ahead of the Q3 earnings season, which really kicks off next week with banks reporting.

As I mentioned, there was a fall in Caterpillar.

The Nasdaq is at a record high.

My name is Tepper Strickland, chief market strategist for Moomoo.

Let's get to it.

Today's in-focus topic is gonna be on the uranium market.

So while the market weight S&P 500 is at a record high, the equal weight S&P 500 is actually still four point six percent off its high.

So quite a big divergence there, and you can clearly see the outperformance of mega cap tech in that.

If you bring up the Moomoo heat map and filter for the days, you can see strong gains overnight by Amazon, up two percent, and the utility sector up two point seven percent.

I mentioned how the deal between Alphabet and Constellation Energy.

The NASDAQ is at a record high.

I'm Tapper Strickland, Chief Market Strategist for Moomoo.

Let's get to it.

Today's In Focus topic is a look at the winners year to date.

Now, back to the in-focus topic, which is a look at the sector winners year-to-date.

Now, of course, we are now in the final quarter of the year, and the key question for investors is, what is going to be the winners for the total year? Will the winners that we have seen continue into the final quarter? And in short, we think so.

For the US, of course, and just pulling up the Moomoo heat map and filtering by year-to-date, you can clearly see it has been the technology sector, which is up a blisteringly 32.7% led by semiconductors and memory.

And I'll just pick a few single names here.

It's Friday, the weekend is around the corner.

I'm Tapper Strickland, chief market strategist for Moomoo.

Let's get to it.

Today's in focus topic is on bond yields.

So it's touted as giving, uh, US President Trump some options and some optionality, uh, and, uh, and I think that optionality is really there for w- post the midterms and exactly what he will do there.

So I think the o- oil market will be paying a lot of attention, a lot of attention to the rhetoric, but again, we're no closer to a resolution so far.

As for stock-specific news overnight, pulling up the Moomoo heat map and filtering for the moves over the past 24 hours in the US, you can clearly see the outperformance of semi and memory names again.

Uh, Micron, which we covered yesterday, rose 3%, and it did fall in that post-market trade yesterday, but it did rise 3% today.

It's Thursday, a beautiful 29 degrees in Sydney.

I'm Tapper Strickland, Chief Market Strategist for Moomoo.

Let's get to it.

Today's In Focus topic is going to be on Micron and see what it can tell us about the pace of the AI infrastructure rollout.

This year was no exception, with the S&P 500 finishing the month down 0.5%.

However, and this is a big however, the NASDAQ 100 rocketed up 3.2% in the month, supported by mega cap tech.

Pulling up the Moomoo heatmap and filtering by the month, you can see semiconductor and memory names were up 8.2 percent in the month, led by SK Hynix up 11.9 percent, Intel 34.3 percent, and Meta, after the Meta Muse agentic AI, up 26.8 percent.

So incredible gains.