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Morgans is Australia's largest national full-service retail stockbroking and wealth management network with more than 240,000 client accounts, 500 authorised representatives and 950 employees operating from offices across all states and territories in Australia.

Morgans


    • Mar 22, 2026 LATEST EPISODE
    • weekdays NEW EPISODES
    • 7m AVG DURATION
    • 2,512 EPISODES


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    Latest episodes from Morgans Financial Limited

    Morgans AM - Monday, 23 March 2026

    Play Episode Listen Later Mar 22, 2026 7:53


    Technology stocks led fresh falls on US equity markets on Friday (20 March) as oil prices resumed their march higher - Dow fell -444-points or -0.96% to 45,577.47. International Business Machines (IBM) Corp (down -3.43%), Honeywell International Inc (-3.29%), Nvidia Corp (-3.28%) and Boeing Co (-3.01%) all fell over >3%.

    Morgans AM - Friday, 20 March 2026

    Play Episode Listen Later Mar 19, 2026 5:23


    Morgans AM - Friday, 20 March 2026 by Morgans Financial

    Morgans AM Thursday 19 March 2026

    Play Episode Listen Later Mar 18, 2026 6:09


    US equity markets fell sharply as investors digested the latest wholesale inflation figures, and the Federal Reserve's latest monetary policy pronouncements and economic projections - Dow shed -768-points or -1.63% with Home Depot Inc (-3.08%), McDonald's Corp (-3.24%), Procter & Gamble Co (-3.15%) and Visa Inc (-3.06%) all dropping over >3%. A further 10 Dow components fell over >2%. Only two (2) components in the 30-stock index – Chevron Corp (up +0.32%) and JPMorgan Chase & Co (+0.3%) – settled in positive territory.

    Morgans AM - Wednesday, 18 March 2026

    Play Episode Listen Later Mar 17, 2026 6:11


    • US equity markets advanced for a second straight session, shrugging off fresh gains in oil prices – Dow edged +47-points or +0.10% higher, with International Business Machines (IBM) Corp (up +2.75%) the leading component in the 30-stock index. Amazon.com Inc rose +1.63% after Reuters reported that Chief Executive Officer (CEO) Adam Jassy said in an internal meeting that he projects artificial intelligence (AI) will help Amazon Web Services (AWS) double its previously forecasted sales estimates to US$600M over the next 10-years. Nvidia Corp fell -0.7% as the GPU Technology Conference entered its second day, with the semiconductor chipmaker announcing a slew of robotaxi collaborations including an expanded partnership with Uber Technologies Inc (+4.19%). Separately, CEO Jensen Huang said Nvidia is gearing up to provide some customers in China with its H200 processors. “We have received purchase orders, and we're in the process of restarting our manufacturing,” Mr Huang told reporters at the company's GTC conference in San Jose, California. “That's new news for all of you, and it's different than it was two weeks ago or three weeks ago, but that's our condition today, and and our supply chain is getting fired up.” China once accounted for at least one-fifth of Nvidia's data center revenue, but the company has been shut out of the country since being told by the Trump administration in April that it would require a license to export chips there and to a handful of other countries.

    Morgans AM - Tuesday, 17 March 2026

    Play Episode Listen Later Mar 16, 2026 4:58


    US equity markets rallied as oil prices retreated amid fresh efforts to reopen the Strait of Hormuz - Dow rose +392-points or +0.83%,,with Salesforce Inc (up +2.86%) the leading component in the 30-stock index. Nvidia Corp's (+1.65%) four-day GPU Technology Conference kicked off overnight with a keynote speech from Chief Executive Officer (CEO) Jensen Huang, who said the semiconductor chipmaker expects to record $US1 trillion in AI chip sales through 2027. The company previously had said it expected chip sales to reach $US500 million by the end of 2026.

    ai strait morgans us1 nvidia corp gpu technology conference
    Morgans AM - Monday, 16 March 2026

    Play Episode Listen Later Mar 15, 2026 6:04


    Morgans AM - Monday, 16 March 2026 by Morgans Financial

    Morgan's AM: Friday 13 March 2026

    Play Episode Listen Later Mar 12, 2026 6:06


    All three major U.S. equity indices closed sharply lower on Thursday, as investor sentiment weakened amid heightened geopolitical and credit market concerns.

    Morgans AM - Thursday, 12 March 2026

    Play Episode Listen Later Mar 11, 2026 7:28


    All three major U.S. equity indices closed mixed on Wednesday, as a February CPI reading that came in broadly in line with expectations, together with the International Energy Agency's announcement of an emergency oil reserve release, failed to provide sufficient support to lift market sentiment.

    Morgans AM - Wednesday, 11 March 2026

    Play Episode Listen Later Mar 10, 2026 6:13


    All three (3) major stock indexes erased their earlier gains to finish mostly lower in a volatile session on Tuesday. Dow fell 34.29-points or -0.07%.

    Morgans AM - Tuesday, 10 March 2026

    Play Episode Listen Later Mar 9, 2026 5:14


    US equity markets advanced, staging an impressive intra-session rebound after President Trump reportedly viewed the war with Iran as “pretty much” done - Dow rose +239-points or +0.50%, recovering from an earlier decline of as much as -900-points. Caterpillar Inc (up +3.51%) sat at the top of the primary sector leaderboard, arresting a two-session slide that had dragged the manufacturer of construction and mining equipment down over >7%.

    Morgans AM - Monday, 9 March 2026

    Play Episode Listen Later Mar 8, 2026 6:17


    US equity markets retreated as oil prices continued to soar as the war between the US and Iran showed no signs of a resolution, while investors also digested the latest jobs figures - Dow fell -453-points or -0.95% paring an earlier decline of close to -950-points or ~2%. Caterpillar Inc (down -3.57%) and Nvidia Corp (-3.01%) fell over >3%. Boeing Co rallied +4.08% following a Bloomberg report that it was nearing one of the largest sales in its history, a 500-aircraft order for 737 Max planes, which would be unveiled when President Trump visits Beijing from 31 March to 2 April for his first state visit to China since 2017. "The two sides are also in talks for a widebody sale that includes about 100 Boeing 787 Dreamliner and 777X jets," the report added.

    Morgans AM - Friday, 6 March 2026

    Play Episode Listen Later Mar 5, 2026 6:21


    • US equity markets fell sharply as oil prices resumed their march higher after Iran claimed to have attacked a tanker in the Strait of Hormuz - Dow fell -785-points or -1.61%, having been down over >1,100 points or ~2.4% earlier in the session. Caterpillar Inc (-3.54%), Goldman Sachs Group Inc (-3.67%), Merck & Co (-3.5%), Sherwin-Williams Co (3.51%) and Walmart Inc (-3.52%) all fell 3.5%+. Salesforce Inc rallied +4.3% to be the leading performer in the 30-stock index as software stocks more broadly continued to rebound. Nvidia Corp edged +0.16% higher, recovering from an earlier decline that came Bloomberg News reported that the U.S. government is looking to add major restrictions to artificial intelligence (AI) chip exports. According to the report, U.S. officials have proposed regulations that would require U.S. companies to seek permission for all exports of AI accelerators, expanding restrictions that currently cover around 40 countries. The U.S. would only approve massive exports - such as more than 200,000 Nvidia GPUs owned by a single company - to allies that make strict security promises and “matching” investments in American AI, Bloomberg reported, citing sources. However, the proposal is not finalised and could see substantial changes.

    Morgans AM - Thursday, 5 March 2026

    Play Episode Listen Later Mar 4, 2026 4:59


    US equity markets rallied, with unconfirmed reports that Iran has privately reached out to the US to discuss terms for ending their escalating conflict. However, Iran later denied a New York Times article that suggested operatives from its Ministry of Intelligence had reached out indirectly to the Central Intelligence Agence (CIA) with an offer to discuss terms for ending the conflict. According to Bloomberg, Iran's Tasnim News Agency cited a ministry source as saying that the New York Times report was "pure falsehood and psychological warfare" - Dow rose +238-points or +0.49%, snapping a three-session losing streak. Amazon.com Inc gained +3.88% to be the leading performer in the 30-stock index. Nvidia Corp rose +1.66%.

    Morgans AM - Wednesday, 4 March 2026

    Play Episode Listen Later Mar 3, 2026 4:59


    • US equity markets retreated but settled well off their session lows as concerns around a prolonged U.S.-Iran conflict continued to rattle investor sentiment, although comments from President Trump around ensuring energy supply helped assuage some fears - Dow fell -404-points or -0.83%, paring an earlier decline of over >1,250-points. Caterpillar Inc fell -4.03% to be the worst performer in the 30-stock index. Nvidia Corp fell -1.33% despite analysts at Morgan Stanley naming the world's most valuable company by market capitalisation as its top semiconductor pick, citing an attractive valuation. International Business Machines (IBM) Corp (up +2.47%) was the leading Dow component overnight.

    Morgans AM -Tuesday, 3 March 2026

    Play Episode Listen Later Mar 2, 2026 4:29


    US equity markets steadied, reversing steep morning session losses - Dow slipped -73-points or -0.15%, paring an earlier decline of as much as 600-points. 3M Co (down -2.33%), Home Depot Inc (-2.6%) and Procter & Gamble Co (-2.21%) all fell over >2%. Nvidia Corp rose +2.99% and was the leading performer in the 30-stock index, arresting a two-day slide that saw the chipmaking giant drop over >9.5% despite. Microsoft Corp rose +1.48%. Apple Inc (+0.20%) kicked off a three-day stretch of new product announcements overnight unveiling its new iPhone 17e and a new iPad Air, refreshing its entry-level hardware offerings with updated chips to prepare for the rollout of new artificial-intelligence (AI) features later this year.

    Morgans AM - Monday, 2 March 2026

    Play Episode Listen Later Mar 1, 2026 6:28


    US equity markets retreated and booked their steepest monthly declines in a year, with financial and Information technology stocks under pressure and with investors eyeing US-Iran hostilities that are poised to drive crude prices sharply higher - Dow lost 521-points or -1.05%. American Express Co (down -7.88%) and Goldman Sachs Group Inc (-7.47%) both dropped over >7%. Apple Inc fell -3.21% ahead of the company kicking off its first product launches of the year this week, culminating in a “special Apple experience" event on Wednesday night AEST (4 March). Microsoft Corp -2.24%

    Morgans AM - Friday, 27 February 2026

    Play Episode Listen Later Feb 26, 2026 5:08


    US equity markets weaker as a strong results from Nvidia Corp and Salesforce after the close of the previous session weren't enough to bolster the broader market - Dow inched +17-points or +0.03% higher Salesforce Inc - which has been one of the biggest victims of recent artificial intelligence (AI) disruption fears - gained +4.03% to pace gains in the 30-stock index a day after the customer service software maker reported healthy results for the fourth quarter, although its fiscal 2027 revenue forecast trailed Wall Street projections. However, Nvidia Corp shed -5.46% to book its largest single session decline since April last year despite reporting stronger-than-expected profit and revenue forecasts for the fourth quarter after the close of the previous session

    Morgans AM - Thursday, 26 February 2026

    Play Episode Listen Later Feb 25, 2026 4:35


    • Technology stocks led US equity markets higher overnight ahead of Nvidia Corp's much anticipated quarterly result after the closing bell - Dow rose +308-points or +0.63% International Business Machines (IBM) Corp (up +3.58%) and UnitedHealth Group Inc (+3.74%) rallied over >3.5%.

    Morgans AM - Wednesday, 25 February 2026

    Play Episode Listen Later Feb 24, 2026 5:43


    • US equity markets rebounded as Technology stocks steadied after a sharp sell-off amid artificial intelligence (AI) disruption concern - Dow rose +370-points or +0.76% Salesforce Inc rose +4.07% to be the leading performer in the 30-stock index, more than recouping the previous session's -3.78% drop that came amid a broader decline on artificial intelligence (AI) disruption concerns from the likes of Anthropic. International Business Machines (IBM) Corp rose +2.67% a day after slumping -13.15%. Microsoft Corp rose +1.18%.

    Morgans AM - Tuesday, 24 February 2026

    Play Episode Listen Later Feb 23, 2026 5:05


    US equity markets opened the new week on the back foot as investors digested President Trump's move to raise global tariffs and amid fresh concerns around artificial intelligence (AI) disruptions to various industries - Dow fell -822-points or -1.66%, booking its worst one-day decline since 20 January. International Business Machines (IBM) Corp slumped -13.15% and was the worst performer in the 30-stock index on concerns advances in Anthropic's AI technology could affect its business. Anthropic is slated to host an event tonight AEST to discuss the capabilities of its next generation AI assistant, Claude, and potentially announce new features. Microsoft Corp (down -3.21%) and Salesforce Inc (-3.78%) fell over >3%

    Morgans AM - Monday, 23 February 2026

    Play Episode Listen Later Feb 22, 2026 6:13


    U.S. equity markets advanced on Friday to cap a positive week after the Supreme Court struck down the sweeping tariffs implement implemented by the Trump administration last year.

    Morgans AM - Friday, 20 February 2026

    Play Episode Listen Later Feb 19, 2026 5:58


    US equity markets weaker after booking three straight sessions of gains, with oil prices climbing to six-month highs amid escalating tensions between the US and Iran - Dow fell -268-points or -0.54% Boeing Co (down -2.18%) and Sherwin-Williams Co (-2.23%) both fell over >2%.

    Morgans AM - Thursday, 19 February 2026

    Play Episode Listen Later Feb 18, 2026 6:05


    US equity markets advanced as technology stocks found their footing and investors digested the minutes from the Federal Reserve's January monetary policy meeting - Dow rose +129-points or +0.26%, with Nvidia Corp rising +1.63% and moving back into positive territory year-to-date after Meta Platforms Inc (+0.61%) announced a new deal to buy millions of its chips as part of its data centre buildout. Meta CEO Mark Zuckerberg said in a statement that the expanded partnership continues his company's push “to deliver personal superintelligence to everyone in the world,” a vision he announced in July. Financial terms of the deal were not provided. Amazon.com Inc rose +1.81% despite Berkshire Hathaway reporting via a 13F filing that it had sold nearly all of its stake in the e-commerce giant. Analysts at Morgan Stanley regard Amazon as a “top pick” and both Amazon Web Services and the company's retail business are shaping up to be massive beneficiaries of the artificial intelligence (AI) wave Amgen Inc (+1.71%), Chevron Corp (+1.84%), Cisco Systems Inc (+1.73%), Salesforce Inc (+1.90%) and Walt Disney Co (+1.57%) all gained over >1.5%. 3M Co (down 2.06%) and Boeing Co (-2.09%) fell over >2%

    Morgans AM - Wednesday, 18 February 2026

    Play Episode Listen Later Feb 17, 2026 5:25


    US equity markets little changed after resuming trading following the President's Day long weekend and after booked their worst weekly declines of 206 to date last week - Dow rose +32-points or +0.07% Apple Inc (up +3.17%) was the leading performer in the 30 stock index and paced gains in the ‘Magnificent Seven' cohort of mega-capitalisation technology stocks a day after announced it will hold a product launch event on 4 March, with the newest iPhone, a low-cost MacBook, and a faster iPad expected to be among the products featured. American Express Co and Nike Inc rose over >2%. Walmart Inc (down -3.76%) was the worst performing Dow component overnight, with the retail giant slated to release its fourth quarter result on Thursday night AEST (19 February).

    Morgans AM - Tuesday, 17 February 2026

    Play Episode Listen Later Feb 16, 2026 3:51


    US equity and bond markets were CLOSED overnight for Presidents Day.

    Morgans AM - Monday, 16 February 2026

    Play Episode Listen Later Feb 15, 2026 4:37


    US equity markets settled little changed, losing steam in the final hour of Friday's (13 February) - Dow eased -49-points or +0.10% Visa Inc (down -3.12%), while ‘Magnificent Seven' mega-capitalisation technology stocks Apple Inc (-2.24%) and Nvidia Corp (-2.21%) fell over >2%. Nike Inc (+3.32%) and UnitedHealth Group Inc (+3.1%) climbed over >3%, Cisco Systems Inc (+2.47%) and Salesforce Inc (+2.31%) gained over >2%.

    Morgans AM - Friday, 13 February 2026

    Play Episode Listen Later Feb 12, 2026 6:30


    US equity markets declined sharply as investors continued to rotate out of technology stocks while mulling the latest economic data and corporate earnings releases - Dow -669-points or -1.34% Cisco Systems Inc tumbled -12.32%, booking its worst single session decline since 2022 and the worst performer in the 30-stock index following the release of the networking giant's fourth quarter result after the close of the previous session that recorded a decline gross margins as memory costs surged. Apple Inc (-5%, wiping ~US$202B off the company in market capitalisation terms) and Walt Disney Co (-5.31%) lost -5%+, while International Business Machines (IBM) Corp (-4.87%) and Goldman Sachs Group Inc (-4.24%) both fell over >4%. McDonalds Corp +2.74% Walmart Inc +3.78%

    Morgans AM - Thursday, 12 February 2026

    Play Episode Listen Later Feb 11, 2026 5:57


    US equity markets retreated as investors digested stronger-than-expected jobs data and as software stocks came under fresh selling pressure - Dow eased -67-points or -0.13%, snapping a three-session losing streak. International Business Machines (IBM) Corp dropped -6.5%, while American Express Co (-2.53%) and Boeing Co (2.61%) fell over >2.5%. Caterpillar Inc (4.4%) and Verizon Communications Inc (3.33%) were the leading components in the 30-stock index, while Coca-Cola Co (+2.33%) rebounded a day after posting weaker-than-expected revenue for the fourth quarter

    Morgans AM - Wednesday, 11 February 2026

    Play Episode Listen Later Feb 10, 2026 5:34


    US equity markets retreated as investors digested weaker-than-expected retails sales figures and turned their attention to the potential threat artificial intelligence (AI) poses to the financial sector - Dow added +52-points or +0.10% to 50,188.14, booking its third consecutive record closing and intra-day high after climbing above the >50,000 level last Friday (6 February). Home Depot Inc (up +2.28%) and Walt Disney Co (+2.64%) both gained over >2%.

    Morgans AM - Tuesday, 10 February 2026

    Play Episode Listen Later Feb 9, 2026 5:18


    US equity markets advanced after posting a sharp rebound last Friday (6 February), with technology again leading the gains - Dow inched +20-points or +0.04% higher to a fresh record closing high of 50,135.87 a day after the 30-stock index has climbed above the 50,000 level for the first time. Microsoft Corp (up +3.05%) was the leading Dow component, while Caterpillar Inc (+2.19%), Cisco Systems Inc (2.31%) and Nvidia Corp (2.5%) all climbed over >2%. Merck & Co Inc fell -3.51%, while Travelers Companies Inc (down -2.88%), Nike Inc (-2.36%) and Amgen Inc (-2.21%) all fell over >2%.

    Morgans AM - Monday, 9 February 2026

    Play Episode Listen Later Feb 8, 2026 5:49


    US equity markets rebounded sharply as technology stocks rallied following a wave of selling in recent sessions - Dow jumped +1,207-points or +2.47% to a record closing high of 50,115.67, the first time the 30-stock index has climbed above the 50,000 mark. Nvidia Corp +7.87%, with Chief Executive Officer (CEO) Jensen Huang saying in a televised interview with CNBC that demand has been "going through the roof" as cloud heavyweights lead what he believes could become the “largest infrastructure buildout in human history.” Caterpillar Inc +7.07%. However, Amazon.com Inc fell -5.55% after the company forecast a more than 50% jump in capital expenditures this year as part of its fourth quarter result released after the close of the previous session, intensifying the AI-driven spending spree already underway among its "Magnificent Seven" mega-capitalisation peers.

    Morgans AM - Friday, 6 February 2026

    Play Episode Listen Later Feb 5, 2026 6:02


    US equity indices declined as a "risk-off" selloff spared few corners of the market and with losses acerating in the closing hour of trading - Dow -593-points or -1.20% Microsoft Corp (down -4.97% and now down over >27% from its 28 October peak) and Salesforce Inc (-4.75%) both fell over >4.5%, while investment banks Goldman Sach Group Inc (-2.51%) and JPMorgan Chase & Co (-2.24%) fell over >2%.

    Why Australia Is Heading for More Rate Hikes Than Most Expect

    Play Episode Listen Later Feb 5, 2026 10:49


    The Reserve Bank of Australia (RBA) has lifted the cash rate by 25 basis points at its latest meeting, signalling the start of a more prolonged tightening cycle. While many economists believe the RBA will need only two more rate hikes, Michael Knox argues that this view does not account for structural inflation pressures already building within the Australian economy. His modelling and economic analysis suggest the real requirement is at least four rate hikes before inflation begins to ease.

    Morgans AM - Thursday, 5 February 2026

    Play Episode Listen Later Feb 4, 2026 5:45


    US equity markets retreated as the sell-off in technology stocks intensified - Dow rose +260-points or +0.53%, with Amgen Inc jumping +8.15% to be the leading performer in the 30-stock index after the biopharmaceutical company reported a better-than-expected fourth result after the close of the previous session. Nike Inc (up +5.4%) and 3M Co (+5.21%) both climbed over >5%. ‘Magnificent Seven' mega-capitalisation technology names Nvidia Corp (down -3.41%) and Amazon.com Inc (-2.36%) were under pressure, along with technology peers Cisco Systems Inc (-2.35%) and International Business Machines (IBM) Corp (-1.79%

    Morgans AM - Wednesday, 4 February 2026

    Play Episode Listen Later Feb 3, 2026 5:43


    Technology stocks came under renewed selling pressure, dragging US equity markets lower - Dow fell -167-points or -0.34% to 49,240.99 after touching a record intra-day high of 49,653.13. Nvidia Corp fell -2.87%, with Chief Executive Officer (CEO) Jensen Huang saying in an interview with CNBC that the chipmaker's plan to invest in OpenAI remains “on track” after recent reports suggested brewing tension between the two sides. Mr Huang said that Nvidia would invest in OpenAI's next fundraising round, which he called the “largest private round ever raised in history.” OpenAI is engaging in fundraising discussions for a round that could raise as much as US$100B, according to a CNBC report last month. Retail giant Walmart Inc rose +2.94% and joined the club of stocks with a market capitalisation more than US$1 trillion. Only 11 other companies are larger, with Nvidia and Alphabet Inc (-1.22%) having market capitalisations greater than >US$4 trillion.

    Morgans AM - Tuesday, 3 February 2026

    Play Episode Listen Later Feb 2, 2026 5:11


    US equity markets opened February on a firmer footing despite fresh falls on metals markets and as investors continued to ponder President Trump's nomination for the next Chair of the Federal Reserve - Dow rose +515-points or +1.05%. Caterpillar Inc (+5.1%), Walmart Inc (+4.13%) and Apple Inc (4.06%) all rallied over >4%. Nvidia Corp dropped -2.89% after The Wall Street Journal (WSJ), citing people familiar with the matter, that the chipmaking giant's plans to pour US$100B into OpenAI had stalled, with company executives expressing doubt about the deal.

    Morgans AM - Monday, 2 February 2026

    Play Episode Listen Later Feb 1, 2026 5:40


    US equity markets retreated on Friday (30 January) as technology stocks remained under pressure, while precious metals markets saw some vicious volatility - Dow fell -179-points or -0.36% as a host of components in the 30-stock index posted quarterly results.

    Morgans AM - Friday, 30 January 2026

    Play Episode Listen Later Jan 29, 2026 7:17


    • US equity markets settled narrowly mixed as investors absorbed another busy corporate earnings calendar - Dow edged +56-points or +0.11% higher, with International Business Machines Corp (IBM) rising +5.13% to be the leading performer in the 30-stock index after posting stronger-than-expected fourth quarter EPS and revenue after the close of the previous session. Microsoft Corp tumbled -9.99% and recorded worst daily performance since March 2020 following the release of the company's fourth quarter result after the close of the previous session, with investors seemingly unnerved by record spending on artificial intelligence (AI) last quarter.

    Morgans AM - Thursday, 29 January 2026

    Play Episode Listen Later Jan 28, 2026 4:47


    US equity markets settled narrowly mixed as investors eyed quarterly results from mega-capitalisation technology companies after the closing bell and the Federal Reserve's first interest rate decision of 2026 - Dow inched +12-points or +0.02% higher Nvidia Corp rose +1.59% and was the leading performer in the 30-stock index after The Wall Street Journal (WSJ) reported that China's government has given clearance to a few big technology companies in the country including ByteDance and Alibaba Group Holdings Ltd () to start placing orders for H200 AI chips. The initial approval would allow the companies to buy hundreds of thousands of chips worth ~US$10B, according to the WSJ. Nvidia did not respond to a request for comment in time for publication.

    Morgans AM - Wednesday, 28 January 2026

    Play Episode Listen Later Jan 27, 2026 5:46


    US equity markets advanced as investors digested a busy corporate earnings calendar and eyed tomorrow morning's AEST interest rate decision from the Federal Reserve - Dow lost -409-points or -0.83% despite ‘Magnificent Seven' mega-capitalisation technology names Amazon.com Inc (+2.63%) and Meta Platforms Inc (+2.19%) along with Cisco Systems Inc (+2.17%) rising over >2%.

    Morgans AM - Tuesday, 27 January 2026

    Play Episode Listen Later Jan 26, 2026 6:21


    US equity markets advanced as investors eyed a busy week of fourth quarter results and the Federal Reserve's first-interest rate decision of 2026 – Dow rose +314-points or +0.64%. Cisco Systems Inc (up +3.24%) was the leading component in the 30-stock index. Nvidia Corp eased -0.64% after investing US$2B in CoreWeave Inc (up +5.73%) stock, reflecting its "confidence in CoreWeave's business, team and growth strategy as a cloud platform built on NVIDIA infrastructure, “according to the world's most valuable public company. Nvidia climbed +1.53% last Friday (23 January) after CNBC reported that Chief Executive Officer (CEO) Jensen Huang is planning to visit China in the coming days.

    Morgans AM - Friday, 23 January 2026

    Play Episode Listen Later Jan 22, 2026 5:30


    US equity markets advanced, extending gains from the previous session amid easing geopolitical tensions - Dow rose +307-points or +0.63% 3M Co (up +3.05%) was the leading performer in the 30-stock index American Express Co (+2.34%) and Salesforce Inc (+2.94%) rose over >2%.

    dow morgans american express co
    Morgans AM - Thursday, 22 January 2026

    Play Episode Listen Later Jan 21, 2026 5:35


    US equity markets rebounded a day after the benchmark indices recorded their worst single session decline since 10 October as President Trump addressed the World Economic Forum and clarified his position on Greenland and said he will not impose tariffs on Europe - Dow rallied +589-points or +1.21% Amgen Inc (up +3.81%) was the leading performer in the 30-stock index, whole Home Depot Inc (+2.54%), Nvidia Corp (+2.95%), Sherwin-Williams Co (+2.69%), UnitedHealth Group Inc (+2.75%) and Walt Disney Co (+2.58%) all climbed over >2.5%.

    Morgans AM - Wednesday, 21 January 2026

    Play Episode Listen Later Jan 20, 2026 5:55


    US equity markets resumed trading after the holiday long weekend with steep losses, with the benchmark indies booking their worst single session performance since October as investors were spooked by fresh tariff threats from President Trump against Europe amid a dispute over control ‌of Greenland - Dow fell -871-points or +0.55% International Business Machines (IBM) Corp (down -4.68%) and Nvidia Corp (-4.38%) both dropped over >4%, while American Express Co (-3.45%), Apple Inc (-3.46%), Amazon.com Inc (-3.4%), JPMorgan Chase & Co (-3.11%), Salesforce Inc (-3.04%) and Sherwin-Williams Co (-3.04%) all fell over >3%.

    Morgans AM - Tuesday, 20 January 2026

    Play Episode Listen Later Jan 19, 2026 4:55


    US equity and bond markets were CLOSED overnight for Martin Luther King Day. In US corporate earnings, 3M Co, D.R. Horton Inc, Fastenal Co, Netflix Inc, United Airline Holdings Inc and US Bancorp post quarterly results tonight AEST. In US economic data, Pending Home Sales for December and Construction Spending for September/October are released tonight AEST.

    Morgans AM - Monday, 19 January 2026

    Play Episode Listen Later Jan 18, 2026 6:09


    US equity markets settled with modest losses on Friday (16 January) ahead of a holiday long weekend, with the benchmark indices hitting their session lows after President Trump delivered remarks in the White House in which the president said he'd rather have National Economic Council Director Kevin Hassett stay in his current role and that he might not be chosen to become the next Federal Reserve chair. Treasury yields climbed to a four-month high - Dow slipped -83-points or -0.17% Salesforce Inc (down -2.75%) and UnitedHealth Group Inc (-2.34%) fell over >2%.

    Morgans AM - Friday, 16 January 2026

    Play Episode Listen Later Jan 15, 2026 6:51


    US equity markets climbed after two sessions of declines, underpinned by a rebound for bank stocks following a tough start to the week and renewed momentum in the artificial intelligence (AI) trade following a strong fourth quarter result from Taiwan Semiconductor Manufacturing Co (TSMC) Ltd - Dow rose +293-points or +0.60% Boeing Co (up +2.11%) and Nvidia Corp (+2.13%) both gained over >2%. However, International Business Machines (IBM) Corp dropped -3.59% and Salesforce Inc -2.52%.

    Morgans AM - Thursday, 15 January 2026

    Play Episode Listen Later Jan 14, 2026 6:08


    US equity markets retreated as investors digested the latest batch of bank earnings and wholesale inflation and retail sales data - Dow slipped -43-points or -0.09%, with Amazon.com Inc (down -2.45%) and Microsoft Corp (-2.4%) both falling ~2.5%. The six largest decliners in the 30-stock index were technology-related stocks. Nvidia Corp fell -1.39% after the Trump administration approved the exporting of its H200 AI chips to China but said the world's most valuable public company must meet new security requirements first. .JPMorgan Chase & Co fell -0.94% a day after America's largest investment bank released its fourth quarter result.

    Morgans AM - Wednesday, 14 January 2026

    Play Episode Listen Later Jan 13, 2026 6:09


    • Financial stocks weighed on US equity markets following warnings about potential changes to lending policy, with the Dow and S&P 500 pulling back from record highs as the fourth quarter earnings season got underway and investors digested the latest inflation data - Dow fell -398-points or -0.80% Salesforce Inc shed -7.07% and was the worst performer in the 30-stock index following an update to its virtual assistant Slackbot feature in Slack. Visa Inc fell -4.46%

    Morgans AM - Tuesday, 13 January 2026

    Play Episode Listen Later Jan 12, 2026 4:43


    US equity markets advanced, erasing earlier declines and lifting the Dow and S&P 500 to fresh record peaks as investors shrugged off news of a Department of Justice (DoJ) probe into Federal Reserve Chair Jerome Powell - Dow added +86-points or +0.17% to 49,590.20 . Walmart Inc (up +3.01%) was the leading component in the 30-stock index overnight following news that it would be joining the Nasdaq 100 index beginning 20 January, replacing AstraZeneca Plc (down -1.07%). The move comes about a month after Walmart left the New York Stock Exchange for the Nasdaq. The world's largest retailer also announced it would be partnering with Google's Gemini AI to help shoppers find and buy items, similar to a partnership made in October with OpenAI's ChatGPT.

    Morgans AM - Monday, 12 January 2026

    Play Episode Listen Later Jan 11, 2026 5:15


    US equity markets advanced on Friday (9 February), with both the Dow and S&P500 booking fresh record closing highs - Dow rose +238-points or +0.48% to book a record closing high of 49,504.07, with Home Depot Inc (up +4.19%) the leading performer in the 30-stock index, while Boeing Co (+3.14%) and Sherwin-Williams Co (+3.59%) gained over >3%.

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