It was a mixed bag of earnings overnight.  Tom and Ryan unpack the US session with bond yields increasing while the US dollar dropped, and the S&P 500 and Nasdaq closing at record highs.  Alphabet and Tesla again dominated the conversation, and energy stocks have seen gains amid a climb in oil prices.  Ryan shares expectations around upcoming rate cuts amid unexpected employment numbers, Chipotle shares saw a significant cut, as did IBM and United Healthcare, and tech stocks saw gains potentially fuelled by Alphabet’s earnings.

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.

It was a mixed bag of earnings overnight.&nbsp; Tom and Ryan unpack the US session with bond yields increasing while the US dollar dropped, and the S&amp;P 500 and Nasdaq closing at record highs.&nbsp; Alphabet and Tesla again dominated the conversation, and energy stocks have seen gains amid a climb in oil prices.&nbsp; Ryan shares expectations around upcoming rate cuts amid unexpected employment numbers, Chipotle shares saw a significant cut, as did IBM and United Healthcare, and tech stocks saw gains potentially fuelled by Alphabet&rsquo;s earnings.
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 25 Jul 25: Stocks close at record highs as alphabet fuels AI hopes

The Aussie market ended January with its third daily decline, down 0.7%. A 3% tumble in Materials led the drop as gold and silver prices pulled back following a historic 20% monthly rally. Sentiment was further pressured by speculation that Trump will nominate hawk Kevin Warsh as the next Fed Chair. Locally, Nine Entertainment jumped 4% after a massive $850 million pivot to acquire billboard giant QMS Media, while ResMed rose 4% on strong earnings. All eyes now turn to Tuesday’s RBA meeting, with a 70% chance of a rate hike looming.

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 ended January with its third daily decline, down 0.7%. A 3% tumble in Materials led the drop as gold and silver prices pulled back following a historic 20% monthly rally. Sentiment was further pressured by speculation that Trump will nominate hawk Kevin Warsh as the next Fed Chair.&nbsp;Locally, Nine Entertainment jumped 4% after a massive $850 million pivot to acquire billboard giant QMS Media, while ResMed rose 4% on strong earnings. All eyes now turn to Tuesday&rsquo;s RBA meeting, with a 70% chance of a rate hike looming.
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 30 Jan 26: Rate hike ahead?

US stocks swung as investor nerves around hefty AI spending sparked volatility, with Microsoft sliding after flagging a sharp jump in capital expenditure. That tech-led weakness spilled into Europe, where stocks were dragged lower by a broader sell-off in the sector. In commodities, gold eased as investors took profits following record highs, while copper surged to fresh all-time highs as speculative buying gathered pace. Back home, Aussie shares are set to open higher, supported by oil prices climbing to a five-month high.

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.

US stocks swung as investor nerves around hefty AI spending sparked volatility, with Microsoft sliding after flagging a sharp jump in capital expenditure. That tech-led weakness spilled into Europe, where stocks were dragged lower by a broader sell-off in the sector. In commodities, gold eased as investors took profits following record highs, while copper surged to fresh all-time highs as speculative buying gathered pace. Back home, Aussie shares are set to open higher, supported by oil prices climbing to a five-month high.
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 30 Jan 26: Stocks slide on AI spending concerns

The Aussie market finished almost flat today, recovering from morning lows despite lingering rate hike fears. While the ASX 200 slipped for a second session, the real drama unfolded in the commodities space as gold shattered records, soaring to $5,500 per ounce. BHP continued its record run, hitting an all-time high, while Deep Yellow surged 12%. Conversely, rare earth miners like Ioneer and Lynas tumbled after reports the Trump administration may abandon price floors for critical minerals. Attention now turns to tonight's US earnings from Apple and Amazon.

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 finished almost flat today, recovering from morning lows despite lingering rate hike fears. While the ASX 200 slipped for a second session, the real drama unfolded in the commodities space as gold shattered records, soaring to $5,500 per ounce.&nbsp;BHP continued its record run, hitting an all-time high, while&nbsp;Deep Yellow surged 12%. Conversely, rare earth miners like Ioneer&nbsp;and Lynas tumbled after reports the Trump administration may abandon price floors for critical minerals. Attention now turns to tonight's US earnings from Apple and Amazon.
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 25 Jul 25: Stocks close at record highs as alphabet fuels AI hopes

In 1 playlist(s)

CommSec Market Update

Social links

Follow podcast

Recent clips