Welcome to Yahoo Finance's flagship show, The Morning Brief. I'm Julie Hyman. Let's get to the three things you need to know today.First up, US stock futures kicking off the week in positive territory. Investors are looking ahead to a busy week of data and Fed speak. Key events include Tuesday's Jolt report, which is expected to show a decline in job openings, and Friday's non-farm payroll sprint, but the latter report could be delayed if the government shuts down.And speaking of which, the clock is ticking ...

Core Viewpoint - Technology has been the main driver of S&P 500 and ETF earnings, particularly through the "Magnificent 7" and a few other companies, despite some criticism regarding this concentration [1] Group 1 - The "Magnificent 7" refers to a select group of technology companies that have significantly influenced market performance [1] - The performance of these technology companies has led to substantial returns, making it difficult for critics to dispute their impact [1]

Group 1 - The term "Magnificent 7" refers to a select group of tech giants that have significantly increased their influence over the economy and have outperformed nearly all other stocks in the S&P 500 since 2023 [1] Group 2 - The Pragmatic Investor is designed to guide investors through global macro, international equities, commodities, tech, and cryptocurrencies, offering features like a portfolio, weekly market updates, actionable trades, technical analysis, and a chat room [2] - The focus of The Pragmatic Investor is on building robust and diversified portfolios aimed at preserving and increasing wealth over time [2] Group 3 - Analyst's disclosure indicates a beneficial long position in the shares of PLTR, highlighting personal investment interests [3] - Seeking Alpha emphasizes that past performance does not guarantee future results and clarifies that no specific investment advice is being provided [4]

And that's how bringing another voice to this conversation. Bartlett's Holly Mazaka and also Wells Fargo's Scott Ren as well. Uh you guys both heard what we just spoke about with Lauren here.So I'm going to go with you Holly first on this one as you talk about the markets at or near record highs. Again, Lauren laid out the case for that broadening out trade. Also this idea that we're watching those certain key parts of the market.Is this still a trade that is contingent upon names like Nvidia, Microsoft, Ap ...

Tesla Inc.'s shares are on the move again, climbing nearly 30% this month and reversing much of its 2025 slump. The stock, in September alone, has risen from $325 levels at the start of the month to presently hovering around the $420-mark.The scrip is close to doubling its value as compared to the lows of March, when it was trading at around $222.From being one of the weakest names in the "Magnificent 7" earlier this year, Tesla's September surge has once again put it back in the spotlight and back on inves ...

Group 1 - The stock market in 2025 has been primarily influenced by large-cap U.S. tech stocks, particularly during the Q2 earnings season, leading to a shift away from small/mid-cap growth stocks [1] - The trend has resulted in increased investor interest in the "Magnificent 7" stocks, which are characterized by their significant market capitalization and growth potential [1] - Gary Alexander, with extensive experience in technology and startups, has been actively contributing insights on these industry trends since 2017 [1]

RT unusual_whales (@unusual_whales)The Magnificent 7 are deeply red. https://t.co/aZSXgGRXFR ...

Industrials is the best performing sector year to date. And within the Magnificent 7, we we still think of the moniker as representing leadership from a performance perspective when the reality is that they represent leadership from a contribution perspective. Of the seven stocks, only three are outperforming the S&P on a year-to-ate basis.The other four are underperforming. And in fact, if you look at the top 10 best performing stocks in the S&P this year, not a single one is in the Magnificent Seven. So I ...

Group 1 - The article highlights significant global events since summer 2023, including the rise of generative AI, the cultural adoption of anti-obesity drugs, and the performance of the "Magnificent 7" companies [1] Group 2 - The generative AI sector has experienced explosive growth, indicating a transformative impact on various industries [1] - Anti-obesity drugs have gained widespread cultural acceptance, suggesting potential shifts in healthcare and pharmaceutical markets [1] - The "Magnificent 7" refers to a group of companies that have seen substantial stock performance, reflecting investor interest and market trends [1]

20 May 2025 | 4:44PM EDT 更多资料加入知识星球：水木调研纪要 关注公众号：水木Alpha Mutual Fundamentals Funds post strong performance despite low "active share" Mutual Fundamentals analyzes the quarter-end positioning of 541 large-cap active mutual funds with a combined $3.5 trillion in equity assets. 1. PERFORMANCE AND FLOWS: Mutual funds have continued their strong relative performance YTD, with 50% of large-cap funds outperforming their benchmarks versus the historical average of 37%. Inflows to large-cap mutual funds and ETFs hav ...