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ASX briefings — Friday 10 July 2026

Morning setup and afternoon close recap for Friday 10 July 2026. Observations only — no trade advice.

Friday 10 July 2026

morning

ASX 200 set to open 8 points higher as a chip rally lifts the Nasdaq 1.30% and gold reclaims US$4,133

The S&P 500 rose 0.81% to 7,543.64 and the Nasdaq Composite 1.30% to 26,206.89 on a semiconductor rally, after SK Hynix's Nasdaq listing drew more than seven times the shares on offer. Lumentum LITE.US gained 11.13% and Arm ARM.US 9.20%, while Nvidia NVDA.US fell 0.66%. SPI futures point to an ASX 200 open 8 points higher after four straight declines. Gold settled 1.52% higher at US$4,132.90 an ounce and Brent fell 2.63% to US$75.97, splitting the leads for local gold miners and energy producers.

Mixed4 min read
afternoon

ASX 200 closes 0.50% higher at 8,806 as miners snap a four-day slide

S&P/ASX 200 closed at 8,806.0 on 10 July 2026, up 43.5 points or 0.50%, ending a four-session losing streak. Materials rose 2.32%, worth about 45 basis points of the move, after copper, aluminium, zinc and silver all rose overnight and Australia agreed to sell uranium to India. SLX.AU gained 9.40% and BVS.AU 15.12% on a guidance upgrade. Health Care fell 1.96%, with CSL.AU down 2.10% and PME.AU 6.34%.

Bullish4 min read
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