The S&P 500 and Nasdaq climbed to fresh record highs after U.S. wholesale prices fell. Bond yields also slipped on the softer PPI data, adding to market optimism. Elsewhere, Oracle shares surged the most since 1992 on major cloud contract wins, sparking a rally in other AI-related stocks, while Synopsys posted its steepest drop in three decades as trade tensions weighed on sales. Turning to commodities, oil rose for a third straight day, iron ore eased on profit-taking, and gold hovered near record highs. Back home, Australian shares are set to open lower on Thursday, with the Aussie dollar slipping to 66 U.S. cents.

The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.

The S&amp;P 500 and Nasdaq climbed to fresh record highs after U.S. wholesale prices fell. Bond yields also slipped on the softer PPI data, adding to market optimism. Elsewhere, Oracle shares surged the most since 1992 on major cloud contract wins, sparking a rally in other AI-related stocks, while Synopsys posted its steepest drop in three decades as trade tensions weighed on sales. Turning to commodities, oil rose for a third straight day, iron ore eased on profit-taking, and gold hovered near record highs. Back home, Australian shares are set to open lower on Thursday, with the Aussie dollar slipping to 66 U.S. cents.
The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.

CommSec Market Update is the podcast that will help you to stay ahead of the trends with daily expert commentary as the market opens and closes.  Whether you are invested in the stock market, or just looking to get started, join the team from Australia’s leading online broker and follow the changes as they happen.



The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.

CommSec Market Update is the podcast that will help you to stay ahead of the trends with daily expert commentary as the market opens and closes.  Whether you are invested in the stock market, or just looking to get started, join the team from Australia’s leading online broker and follow the changes as they happen.
 
The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.

Insights, interviews and the latest news and information on investment markets from CommSec, Australia's leading online broker.

CommSec Market Update

Morning Report 11 Sep 25: Wall Street hits record highs on Oracle AI optimism

The Aussie market endured a bruising week, on track for its sharpest weekly decline since early 2025. While Energy stocks offered some protection - buoyed by a 20% surge in oil prices this week - the broader market succumbed to fears of an inflationary shock. Materials and Gold miners were heavily sold off today as the US dollar strengthened, while Uranium miner Deep Yellow plunged over 12% after delaying a key project decision in Namibia. Amid the sea of red, Tech stocks emerged as rare winners. WiseTech spearheaded a relief rally, leaping 11% as opportunistic investors rotated back into growth names that had been previously battered by selling pressure. All eyes now shift to tonight’s critical US non-farm payrolls and next week’s US inflation data for the next directional cue.

Laura Besarati is a Market Analyst at CommSec. Each episode, she break's down the day's market movements and explains what the numbers really mean.

The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.

The Aussie market endured a bruising week, on track for its sharpest weekly decline since early 2025. While Energy stocks offered some protection - buoyed by a 20% surge in oil prices this week - the broader market succumbed to fears of an inflationary shock. Materials and Gold miners were heavily sold off today as the US dollar strengthened, while Uranium miner Deep Yellow plunged over 12% after delaying a key project decision in Namibia. Amid the sea of red, Tech stocks emerged as rare winners. WiseTech spearheaded a relief rally, leaping 11% as opportunistic investors rotated back into growth names that had been previously battered by selling pressure. All eyes now shift to tonight&rsquo;s critical US non-farm payrolls and next week&rsquo;s US inflation data for the next directional cue.
Laura Besarati is a Market Analyst at CommSec. Each episode, she break's down the day's market movements and explains what the numbers really mean.
The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.

Market Close 06 Mar 26: Worst weekly drop in over a year for Aussie market

The ASX is set to tumble as escalating conflict in Iran sends oil prices higher. Elsewhere, US bonds sold off for a fourth straight session as doubts grow over the timing of rate cuts, while Wall Street also fell amid reports of new chipmaker restrictions.

James Gruber, Equity Market Strategist at CommSec takes you through all the key numbers.

The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.

The ASX is set to tumble as escalating conflict in Iran sends oil prices higher. Elsewhere, US bonds sold off for a fourth straight session as doubts grow over the timing of rate cuts, while Wall Street also fell amid reports of new chipmaker restrictions.
James Gruber, Equity Market Strategist at CommSec takes you through all the key numbers.
The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.

Morning Report 06 Mar 26: ASX to tumble as Iran war lifts oil

The Australian share market rebounded on Thursday, recovering roughly half of the previous session's losses as investors shrugged off geopolitical tensions and bought back into oversold stocks. Technology led the gains with a strong four percent rise, while energy stocks recovered despite earlier weakness. The positive lead came from Wall Street, where major US indices rose on signs of economic resilience. Investors are now looking ahead to US jobs data and monitoring ongoing developments in the Middle East.

Steve Daghlian and Laura Besarati are Market Analysts at CommSec. Each episode, they break down the day's market movements and explain what the numbers really mean.

The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.

The Australian share market rebounded on Thursday, recovering roughly half of the previous session's losses as investors shrugged off geopolitical tensions and bought back into oversold stocks. Technology led the gains with a strong four percent rise, while energy stocks recovered despite earlier weakness. The positive lead came from Wall Street, where major US indices rose on signs of economic resilience. Investors are now looking ahead to US jobs data and monitoring ongoing developments in the Middle East.
Steve Daghlian and Laura Besarati are Market Analysts at CommSec. Each episode, they break down the day's market movements and explain what the numbers really mean.
The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.

Morning Report 11 Sep 25: Wall Street hits record highs on Oracle AI optimism

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