Straits Times Index
3,280.10 -7.65 (-0.23%) Nikkei
37,934.76 +306.28 (+0.81%) Hang Seng
17,651.15 +366.61 (+2.12%) FTSE 100
8,139.83 +60.97 (+0.75%) Bitcoin USD
62,997.41 -1,344.56 (-2.09%) CMC Crypto 200
1,304.48 -92.06 (-6.59%)
Smart money stocks
16.52k followers • 11 symbols Watchlist by Yahoo Finance
This basket consists of stocks widely held by hedge funds.
Curated by Yahoo Finance
Professional money managers charge high fees in exchange for a portfolio of stocks which they believe will beat the market. Regulation forces them to disclose their positions periodically in SEC filings. This watch list includes some of the most popular holdings among this so-called class of ‘smart money’.
How did we choose these stocks?Each of these stocks was chosen by the Yahoo Finance editorial staff.
Who made these selections?Yahoo Finance is the most-read business website in the US, garnering roughly 75 million unique visitors every month. The site has extensive coverage of both consumer technology and the business of tech companies.
How are these weighted?The stocks in this watchlist are weighted equally.
Performance
| Watchlist | Change today | 1-month return | 1-year return | Total return |
|---|---|---|---|---|
| Smart money stocks | +1.29% | +14.28% | -14.25% | -4.21% |
| ^GSPC | +1.02% | -2.83% | +23.33% | +5383.83% |
11 symbols
| Symbol | Company name | Last price | Change | % change | Market time | Volume | Avg vol (3-month) | Market cap |
|---|---|---|---|---|---|---|---|---|
| MSFT | Microsoft Corporation | 406.32 | +7.28 | +1.82% | 4:00 pm GMT-4 | 29.61M | 21.72M | 3,019.90B |
| GOOG | Alphabet Inc. | 173.69 | +15.74 | +9.97% | 4:00 pm GMT-4 | 55.11M | 23.71M | 2,147.73B |
| AMZN | Amazon.com, Inc. | 179.62 | +5.95 | +3.43% | 4:00 pm GMT-4 | 41.95M | 42.13M | 1,868.53B |
| META | Meta Platforms, Inc. | 443.29 | +1.91 | +0.43% | 4:00 pm GMT-4 | 31.96M | 19.04M | 1,124.42B |
| CMCSA | Comcast Corporation | 38.57 | +0.70 | +1.85% | 4:00 pm GMT-4 | 28.97M | 21.93M | 153.19B |
| KHC | The Kraft Heinz Company | 38.16 | -0.21 | -0.55% | 4:00 pm GMT-4 | 5.31M | 7.82M | 46.39B |
| CHTR | Charter Communications, Inc. | 254.61 | -4.49 | -1.73% | 4:00 pm GMT-4 | 2.60M | 1.73M | 36.76B |
| TEVA | Teva Pharmaceutical Industries Limited | 13.81 | +0.56 | +4.23% | 4:00 pm GMT-4 | 10.13M | 10.10M | 15.64B |
| IEP | Icahn Enterprises L.P. | 17.25 | -0.02 | -0.12% | 4:00 pm GMT-4 | 529.76k | 711.47k | 7.40B |
| AGN | - | - | - | - | - | - | - | - |
- Yahoo Finance Video
Big Tech: How AI has impacted earnings
The release of first quarter earnings from Big Tech giants has commenced, with industry leaders like Alphabet (GOOG, GOOGL) and Microsoft (MSFT) impressing Wall Street analysts with their financial performance. As the earnings season unfolds, Yahoo Finance's Daniel Howley joins Market Domination Overtime to discuss the impact of the growing adoption of artificial intelligence (AI) on tech earnings and the key factors investors will be looking for in forthcoming Big Tech earnings results scheduled for next week. For more expert insight and the latest market action, click here to watch this full episode of Market Domination Overtime. This post was written by Angel Smith
- Yahoo Finance Video
The 'Mag 7' is over, look to energy instead: David Bahnsen
With a slew of tech earnings arriving this week and inflation remaining stubborn, many on Wall Street are focused on the "Magnificent Seven" — Amazon (AMZN), Apple (AAPL), Alphabet (GOOG, GOOGL), NVIDIA (NVDA), Meta (META), Microsoft (MSFT), and Tesla (TSLA) — which have driven rallies in the past. The Bahnsen Group CIO David Bahnsen joins Market Domination to give insight into the recent slate of earnings and how the tech sector is evolving beyond previous top names. Bahnsen discusses the problem with investors relying on high valuations as a standard: "High volatility is a byproduct of a high multiple that is totally disconnected from reality. So expensive stocks get more expensive until they don't. But it's impossible to gauge, judge, and certainly time. But you saw already this year earnings season, Facebook just getting ripped apart yesterday and yet Google rallying today. The Mag Seven is over. It doesn't exist as a monolith anymore. " For more expert insight and the latest market action, click here to watch this full episode of Market Domination. This post was written by Nicholas Jacobino
- Yahoo Finance Video
Microsoft, Alphabet earnings show AI is more than just hype
Both Alphabet (GOOG, GOOGL) and Microsoft (MSFT) posted quarterly results that topped Wall Street estimates. The big takeaway from both reports? That generative artificial intelligence is here and companies are spending on it, says both Baird Technology Desk Sector Strategist Ted Mortonson and RBC Capital Markets Software Equity Analyst Rishi Jaluria. "The commentary out of both Google and Microsoft, I think, tells us that there is real demand for AI... there's actual money being put behind this. It's not just hype. It's not just people talking about it. There's actual capital being put to work," Jaluria tells Yahoo Finance's Morning Brief. Mortonson agrees. "We are going through, really, a generational infrastructure build," Mortonson says, adding that both Microsoft and Alphabet have an "advantage" because their "data center footprint already exists." Jaluria notes that investors "will be patient" with Microsoft's big spending on infrastructure as long as the company's AI-related businesses continue to show growth. As to why investors were less happy about Meta's (META) AI spending, Mortonson thinks it may come down to "a game of positioning." "Meta was extremely crowded going into the print. There's some people that, quite frankly, didn't like some of the unprofitable spend," Mortonson says. He believes that Meta is "very attractive" given how hard the stock was hit by its results, but the Microsoft does have a "huge advantage" due to its enterprise business. For more expert insight and the latest market action, click here to watch this full episode of Morning Brief. This post was written by Stephanie Mikulich.
