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 ...
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Morning Report 20 Nov 25: Stocks churn ahead of Nvidia’s results
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9:09Wall Street gave up early gains as investors turned cautious ahead of Nvidia’s earnings, while the latest Fed minutes showed many officials leaning against a December rate cut. Elsewhere, Alphabet shares jumped on rave reviews for its new Gemini AI model, Lowe’s beat profit estimates on strong online growth, and Target’s scaled-back outlook signall…
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Market Close 19 Nov 25: Aussie market sinks to five‑month low ahead of NVIDIA results
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10:00Australian shares slipped around 0.3% to a six month low as the ASX200 continues its recent decline while US markets fell for a fourth day and await key jobs data. Investors eye NVIDIA’s earnings as a catalyst. Energy and property trusts rose but the big banks fell 1-2%. Upcoming UK/EU inflation, US oil inventories and RBA commentary add focus. The…
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Morning Report 19 Nov 25: S&P 500 falls for a fourth straight day as tech slumps
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9:51Wall Street extended its losing streak, with the S&P 500 falling for a fourth straight day as investors braced for Nvidia’s high-stakes AI results. In company news, Microsoft and Nvidia announced plans to invest up to $15 billion in Anthropic, while Home Depot slipped after cutting its forecast on weaker demand. In the commodities market, oil price…
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Market Close 18 Nov 25: Tech stocks crunched as market sells off
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9:58Australia’s ASX200 fell about 2 % to a five month low, the worst single‑day drop since April. Tech stocks led the sell‑off, down roughly 6 % amid US AI worries and pending NVIDIA results. Lithium miners and James Hardie bucked the trend, while the RBA kept rates at 3.6 % and markets priced a 40 % chance of a cut next May. Upcoming US data and earni…
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Morning Report 18 Nov 25: Tech leads Wall Street retreat ahead of Nvidia earnings
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9:25Wall Street opened the new trading week on a downbeat note as investors looked ahead to Nvidia’s earnings. HP and Dell slumped 9% on analyst downgrades, while Alphabet bucked the broader tech weakness on news related to Warren Buffett. Lithium stocks soared on an improved price outlook, though broader commodity prices eased on dollar strength. Back…
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Market Close 17 Nov 25: Caution ahead of NVIDIA results
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9:57The ASX200 slipped to a four‑month trough early on 17 Nov but recovered to finish flat, up two points, ending a streak of four losing days. Markets are wary ahead of NVIDIA's earnings and US rate‑cut uncertainty, while hotter Aussie jobs data and weak Chinese numbers pressure sentiment. Energy and tech lead gains; look out for NVIDIA results, RBA m…
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Morning Report 17 Nov 25: Wall Street wavers as interest rates cloud outlook
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9:55Wall Street ended mixed as investors weighed AI-linked earnings, with stocks recovering from early session lows ahead of Nvidia’s results. Energy names clawed back recent losses, while DoorDash rebounded after a sharp investor sell-off. Meanwhile, bond yields rose as traders questioned the likelihood of imminent Fed rate cuts. Back home, futures po…
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Market Close 14 Nov 25: Worst week for ASX since April
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9:57The Aussie market suffered its worst day in about ten weeks on Friday, sliding 1.4% and hitting a four month low as a mix of rate concerns, weak China data and a tech sell-off pushed the ASX lower for a fourth straight session. Tech led the declines with a 4.5% drop, leaving the sector down more than 9% for the week, while the major banks also weig…
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Morning Report 14 Nov 25: Stock rotation hits big tech as Fed clouds gather
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9:34Wall Street fell overnight as tech stocks led a broad selloff, with U.S. Treasuries also stumbling after the government shutdown ended and traders braced for renewed market swings. Cisco bucked the trend, surging after an AI-fuelled outlook beat expectations, while Walt Disney slipped on weaker cable and box office performance. In commodities, oil …
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Market Close 13 Nov 25: Jobs data rocks Aussie market
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9:58The ASX200 closed about 0.6 % lower on Thursday, slipping to a three‑and‑a‑half‑month low after October jobs data dented hopes of an RBA rate cut. The market also reacted to the US House passing a spending bill and a rally, while materials and health made modest gains and tech and real estate fell. Investors now eye December RBA decision, US CPI re…
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Morning Report 13 Nov 25: Dow Jones hits all-time high before US House vote
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9:29Wall Street hit new record highs as investors welcomed the prospect of a reopened government, though gains were mixed as traders rotated out of technology stocks. AMD rallied after forecasting accelerating AI-driven sales growth, while the White House warned that October’s jobs report may never be released. Meanwhile, U.S. bonds advanced as weak la…
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Market Close 12 Nov 25: Investors take breather ahead of jobs data
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10:00The ASX200 slipped just over 0.1 % as about 40 % of stocks fell. CBA dropped about 3 % after a 6.5 % plunge yesterday and tech fell 3.3 %. Mineral Resources surged over 9 % on a US$765 m POSCO lithium deal, while Liontown rose 6 % and Life360 was the worst performer. Markets watch October jobs data, the next RBA meeting, ANZ’s ex‑dividend and US oi…
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Morning Report 12 Nov 25: Dow rises 500 points led by healthcare stocks
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9:42Wall Street saw mixed fortunes overnight, with the Dow rising 500 points while the Nasdaq slipped as investors rotated out of tech stocks. SoftBank sold its Nvidia stake for $5.8 billion to fund fresh AI bets, while CoreWeave cut its forecast following a delay to a major customer contract. In commodities, oil prices rose as investors weighed sancti…
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Market Close 11 Nov 25: Major banks weigh on Aussie market
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9:19The ASX200 slipped about a tenth of a percent, held back by a 6 % drop in CBA which erased roughly 50 points. Materials led the market, with gold miners up after a 3 % jump in spot gold and lithium miners gaining on demand expectations. The US government shutdown appears near its end, easing concerns ahead of the Fed’s December rate‑cut decision. U…
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Morning Report 11 Nov 25: Stocks climb on bets US government shutdown is coming to an end
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9:50Wall Street climbed overnight, led by technology stocks, as investors celebrated the prospect of a reopened U.S. government. Chipmakers rallied as buyers went bargain hunting, while Palantir jumped as enthusiasm around the AI trade returned. Health insurers, however, retreated as Democrats signalled a compromise on Obamacare. In commodities, gold r…
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Market Close 10 Nov 25: Best day in 3 weeks for Aussie stocks
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9:39The Aussie market kicked off the week with a strong gain, having its best session in more than three weeks after lifting about three quarters of a percent. Confidence improved after reports the 40-day US government shutdown could soon end, and China eased export restrictions on some metals. Tech, energy and mining stocks led the way, while ANZ rose…
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Morning Report 10 Nov 25: Wall Street steadies on shutdown hopes
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9:57Wall Street steadied on Friday as investors looked ahead to an end to the government shutdown, recovering from early losses on hopes Democrats and Republicans could reach a healthcare compromise. Technology stocks led the declines, capping the Nasdaq's worst week, while consumer confidence plunged and a survey of economic conditions hit an all-time…
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Market Close 07 Nov 25: ASX sinks to near 2-month low
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8:54The Aussie market ended the week lower, down about three-quarters of a percent, marking a second straight weekly loss. Tech and bank stocks dragged, with Macquarie falling nearly 6% after missing earnings expectations. Qantas dropped 6.5% on softer revenue guidance, while AUB Group rose after a renewed takeover bid. Block, Inc. slumped 15%, and wea…
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