Byron Smith

Content strategist and communications professional at broking house Moomoo Australia and New Zealand, keen follower of finance, politics and culture.

[Moomoo Australia and New Zealand @moomoo_ANZ]

2026 Mid-year outlook

[Moomoo Australia and New Zealand @moomoo_ANZ]

Defence stocks are surging as the sector faces 'the strongest macro environment in a generation'. With ongoing conflicts, governments around the world committing to long-term defence budgets, major contractors are report record results: https://t.co/AnEzSJb6Yu
$NEM $NEE $LMT

[Moomoo Australia and New Zealand @moomoo_ANZ]

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: https://t.co/87lPDvefpe
$ORCL $GS $TBN

[Moomoo Australia and New Zealand @moomoo_ANZ]

Tech stocks are climbing globally, but so far in July, it's Hong Kong that's outperforming, as significant capital inflow lifts AI-aligned stocks. And it looks like structural factors are in place to support the sector's continued growth: https://t.co/sGT9vBxfTQ
$FBU $TTWO $HPE

[Moomoo Australia and New Zealand @moomoo_ANZ]

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. Some stocks have doubled in 3 months: https://t.co/YpMMucUNg7
$MI6 $FTNT $BABA

[Moomoo Australia and New Zealand @moomoo_ANZ]

Healthcare is one sector rising as investors exit tech. Swings in leading stocks such as Intel indicate intense market volatility. And that applies to bullish sectors, such as robotics, where advancements are set to create a huge market: https://t.co/jXaGJm5Ybx
$CSL $LEVI $ISRG

[Moomoo Australia and New Zealand @moomoo_ANZ]

It wasn't just tech stocks rallying, we also saw an uptick in commodities, including gold, now above US$4150. Will it rally higher or fall further? Banks are setting an ambitious target by year end. But there's reason for caution: https://t.co/PDvsJE5iSh
$GOLD $TSLA $RKLB

[Moomoo Australia and New Zealand @moomoo_ANZ]

As a big tech selloff takes hold, it's not chips or hyperscalers winning investors, it's the industries that make them function. Four critical machinery and infrastructure sectors are in demand as the AI build out continues to heighten: https://t.co/TCdolhiQTT
$TER $NXT $SOXX

[Moomoo Australia and New Zealand @moomoo_ANZ]

US semiconductor stocks led a downswing in the market, but analysts are steadfastly bullish on where 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: https://t.co/yWNjRHIiXe
$META $PDN $APP

[Moomoo Australia and New Zealand @moomoo_ANZ]

A rally in US artificial intelligence stocks ended the financial year on theme! It was the clear driver of the US market, but also Australia on the commodities front. We unpack the year that was, and the set up for 2026-27: https://t.co/eaPnWhsOef
$EOS $LTR $CAT

[Moomoo Australia and New Zealand @moomoo_ANZ]

Last week we saw a rotation from big US technology tied to AI, into 'safer' sectors. It seems investors are rethinking strategies, and you should too as 2026-27 begins, and we've got one year to go before the CGT discount is gone: https://t.co/dXFtpPYdQf
$ON $WDS $ABBV

[Moomoo Australia and New Zealand @moomoo_ANZ]

We saw some huge tech stock rises and falls overnight in a split US market performance. It seems there's clearer market distinction between winners and underperformers in the AI race, as massive AI hyperscaler spending starts to impact: https://t.co/4MWORoWHMp
$AAPL $COIN $JDO

[Moomoo Australia and New Zealand @moomoo_ANZ]

The pullback in big US tech continued overnight, as it did with commodities, leading to a soft start in Australia. Most of the 'magnificent seven' fell, but that should not worry investors so much, with that grouping now labelled 'obsolete': https://t.co/uZjSmBYvyy
$MU $AAL $WTC

[Moomoo Australia and New Zealand @moomoo_ANZ]

Investors sold out of big US tech overnight, fretting about possible higher rates and high valuations. The decline began in Asia-Pacific region markets yesterday, where valuations are so much lower analysts point to likely strong growth ahead: https://t.co/rWTjbFmvcx
$WTC $CCL

[Moomoo Australia and New Zealand @moomoo_ANZ]

Big US technology stocks fell hard overnight as the broader market lifted. As hope in Iran peace talks rise, Australian shares may also today. But maybe not the big banks, which are falling steadily since the federal budget was released: https://t.co/9aurtmkfS7
$GETY $NAB $GOOG

[Moomoo Australia and New Zealand @moomoo_ANZ]

Tech stocks pushed the US market higher last week, with Australia only edging up as commodity prices weighed. A key focus this week is memory chip leader Micron, to report Wednesday, which may trigger a new leg up for this dynamic sector: https://t.co/2k8tVW5EXe
$BPT $WEB $MU

[Moomoo Australia and New Zealand @moomoo_ANZ]

US tech stocks surged but lagging commodity prices weigh on the Aussie market today. For local miners, it pays to get specific and know the exact demand for the metals they bring to market – it determines if their big gains will continue: https://t.co/DDK7zr1WR9
$INTC $BHP $ACN

[Moomoo Australia and New Zealand @moomoo_ANZ]

US stocks slid broadly overnight as investors retreated, spooked by clear indication the US central bank is leaning toward rate increases. If so, we can expect a strong effect on the sharemarket, with secure, defensive stocks in favour: https://t.co/pydOvKoAT4
$KAR $AVGO $MRNA

[Moomoo Australia and New Zealand @moomoo_ANZ]

Semiconductor stocks dove significantly overnight forcing the Nasdaq-100 down 2%. Investors lack confidence in the resilience of the huge rally in AI stocks as the oil supply crisis continues, expected to impact global markets for months: https://t.co/AFN7bSIHau
$MOS $IPX $INTC

[Moomoo Australia and New Zealand @moomoo_ANZ]

A rally in US shares followed stronger rallies in some Asia-Pacific region markets yesterday on news of the US-Iran ceasefire. But the oil price isn't expected to fall far as the supply crisis remains, and that will keep inflation high: https://t.co/jkJVk1zZjK
$LLC $UAL $SPCX