Tuesday 25th August 2026
Daily Market Update: 25 August 2026
Miners power ASX rebound as BHP hits record high
The Australian sharemarket rebounded on Monday as a mining rally lifted the benchmark, with BHP Group Limited (ASX: BHP) hitting a record high in the final week of ASX earnings season. The S&P/ASX 200 closed 44 points, or 0.5%, higher at 9102.9, with seven of the 11 sectors advancing as investors looked past elevated bond yields. Firmer gold, copper, silver and platinum prices underpinned the resources sector: Rio Tinto Limited (ASX: RIO) rose 1.2% to $177.43, while BHP touched a record $67.72 before closing 3% higher at $67.12. Expectations of fresh Chinese stimulus sent uranium miners Deep Yellow Limited (ASX: DYL), Boss Energy Limited (ASX: BOE) and Paladin Energy Limited (ASX: PDN) to double-digit gains, while lithium producer Pilbara Minerals Limited (ASX: PLS) leapt almost 8% to $5.47 after reinstating its dividend.
Healthcare climbs as banks weigh and results-day names diverge
Healthcare rallied on a 9.6% jump in Ansell Limited (ASX: ANN) to $38.24 after its 2027 guidance beat expectations. Financials capped the gains, with Commonwealth Bank of Australia (ASX: CBA) down 0.7% to $156.88, National Australia Bank Limited (ASX: NAB) off 0.4% to $30.01 and Bendigo and Adelaide Bank Limited (ASX: BEN) down 0.4% to $10.45, while QBE Insurance Group Limited (ASX: QBE) traded ex-dividend at $21.94. Among movers, Ampol Limited (ASX: ALD) climbed 4.3% to $41.70 on a near-fivefold profit rise and EVT Limited (ASX: EVT) rose nearly 9% to $15.33, while Adore Beauty Group Limited (ASX: ABY) surged 21.3% despite a full-year loss. On the downside, NIB Holdings Limited (ASX: NHF) fell 9% to $6.73, Navigator Global Investments Limited (ASX: NGI) sank 7.7% to $2.40, Aussie Broadband Limited (ASX: ABB) dropped 6.5% to $4.72 and Endeavour Group Limited (ASX: EDV) shed 4.7% to $3.23.
Wall Street mixed as chipmakers drag on the indices
US stocks finished mixed on Monday as chip weakness offset broader gains. The S&P 500 fell 0.3% and the Nasdaq Composite lost 1%, while the Dow Jones Industrial Average added 140 points. AI infrastructure names led the retreat, with Broadcom Inc. (NASDAQ: AVGO) down 2.6%, Micron Technology, Inc. (NASDAQ: MU) off 5.8%, Advanced Micro Devices, Inc. (NASDAQ: AMD) down 3.5% and SanDisk Corporation (NASDAQ: SNDK) off 6.4%. NVIDIA Corporation (NASDAQ: NVDA) slipped 2.9% ahead of Wednesday’s earnings, while credit-services stocks recovered, with Visa Inc. (NYSE: V) up 3.1% and Mastercard Incorporated (NYSE: MA) up 3.3%.
| Australian Indices | Daily % | Weekly % | 1 Month % | 3 Month % | 1 Year % |
| ASX 200 | 0.5 | 0.6 | 4.1 | 5.6 | 4.7 |
| Financials | 0.0 | -2.8 | -4.9 | -0.4 | -1.1 |
| Resources | 1.6 | 3.9 | 13.1 | 5.8 | 45.2 |
| Information Technology | 0.3 | -1.3 | 13.8 | 13.5 | -26.6 |
| Global Indices | Daily % | Weekly % | 1 Month % | 3 Month % | 1 Year % |
| US 500 | -0.3 | -1.6 | 1.1 | 2.4 | 9.2 |
| Europe | 0.1 | -0.3 | 1.8 | 5.4 | 9.4 |
| Japan | 0.0 | -3.8 | 1.7 | 3.7 | 13.7 |
| China top 50 | -2.3 | 1.8 | 1.6 | 0.8 | -15.4 |
| India top 50 | -1.3 | -0.9 | 0.3 | 1.9 | -18.3 |
| Fixed Interest | Daily % | Weekly % | 1 Month % | 3 Month % | 1 Year % |
| Australian Treasury Bond | 0.2 | 0.2 | 1.0 | 0.9 | 0.2 |
| Australian Corporate Bond | 0.1 | 0.2 | 1.0 | 1.1 | 0.9 |
| US Treasury | 0.0 | 0.1 | 0.5 | 0.4 | 1.6 |
| Cash | 0.0 | 0.1 | 0.4 | 1.2 | 4.1 |
| Commodities & Crypto | Daily % | Weekly % | 1 Month % | 3 Month % | 1 Year % |
| Gold | 1.4 | 3.2 | 10.1 | 1.1 | 24.2 |
| Silver | -0.5 | 5.1 | 16.1 | -8.9 | 65.2 |
| Crude Oil | -0.9 | 4.0 | -1.0 | -5.6 | 68.4 |
| Bitcoin | 1.9 | 23.9 | 21.2 | 2.6 | -36.1 |
