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Goldman's top trades for this upcoming earnings season

CNBC: Investing

"We expect a return to elevated single stock earnings-day volatility driven by thematic trades (AI, Tariffs, policy) this quarter," Marshall said. The stock has already soared more than 28% in the past three months, through Friday, outpacing the S & P 500 gain of nearly 17% in the same period. All Rights Reserved.

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Finding opportunities in alternative asset managers and a bearish call on the U.S. dollar

CNBC: Investing

Investors are looking for opportunities in alternative asset managers and in cybersecurity. Alternative asset managers Ben Snider of Goldman Sachs sees opportunity in alternative asset managers. Worldwide Exchange airs at 5 a.m. ET each day.) One also issued a bearish call on the U.S. dollar due to tariffs.

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One Wall Street stock bucking the weak trend, according to the charts

CNBC: Investing

By scanning for stocks making new three-month highs, I was able to identify one asset manager that has diverged from the rest. The charts of Apollo Global Management (APO) feature strong trend characteristics, improving relative strength, and supportive volume readings. All Rights Reserved.

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Clearwater Analytics picks up SaaS business Enfusion in $1.5 billion deal

The TRADE

Clearwater Analytics is set to acquire Enfusion a software-as-a-service (SaaS) solutions provider for the hedge fund and investment management industry for $1.5 Sandeep Sahai The definitive merger agreement confirms that the purchase price will be delivered in an approximately equal mix of cash and stocks.

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Stay away from Goldman Sachs after monster rally this year, Citizens says

CNBC: Investing

" Ryan added that the last time he upgraded Goldman Sachs was in January 2020, when the stock traded at around $220. Now, with the stock trading around $700, gains may be harder to come by. GS YTD mountain GS YTD chart Analysts are generally split on the stock. Shares of Goldman Sachs have rallied 23% this year.

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Sustainable Trading shutters amidst unfavourable ‘political headwinds’

The TRADE

With the decline in member numbers, the difficulty in operating the organisation continues to increase and the positive impact that we could have was decreasing.” The same pressures have seen an exodus of banks and asset managers exit their Net Zero initiatives as firms’ priorities become increasingly focused elsewhere.

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S&P 500 guessing game: Who's next to be included, according to Stephens

CNBC: Investing

The stock skyrocketed 24% in the next trading session following the announcement last month. Stephens speculated that the financial services sector, the most underweight grouping in the S & P 500, may drive Interactive Brokers , the largest financial stock in S & P 400 Midcap index, to migrate to the 500. All Rights Reserved.

S&P