S&P 500 Software v Semiconductor Select Industry Indexes

09/02/2026

S&P 500 Software v Semiconductor Select Industry Indexes

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Morning report 27/02/2026

ETF Friday: Looking at Battery Metal ETFs as Zimbabwe bans lithium exports

The ASX 200 posted another all-time high on Thursday, closing up +0.5% after flirting with the psychological 9200 level in the morning. IT stocks led gains, with the sector surging +5.2% amid a broad-based rally that saw 7 of 11 sectors trade higher. Health care rebounded 1.6% following recent weakness, supported by a strong interim result from Ramsay Health Care. The miners again provided meaningful support, rising 1.0% and pushing to fresh highs as BHP extended its record run, trading above $58 for the first time - even after closing 50c below its intra-day high Australia’s biggest stock added more than 20 points to the index, or more than 40% of the day's gain.

Afternoon report 26/02/2026

The Match Out: Earnings & BHP propels ASX towards 9200

The ASX pushed to another record close, extending its February rally with a strong bounce back in tech on a positive read through from Nvidia’s result, and the vast majority of companies reporting better than hoped earnings.