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Goldman's top trades for this upcoming earnings season

CNBC: Investing

which has also outperformed the market in the past three months by climbing about 38%, may continue to rally. Asset managers and capital markets analyst Alexander Blostein, who rates State Street a buy, calls its risk-reward profile the "most attractive" among trust banks in his coverage.

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BMO Capital Markets upgrades Oracle to outperform following earnings blowout

CNBC: Investing

The bank upgraded the cloud computing stock to an outperform rating from market perform.

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People Moves Monday: Peel Hunt, Redburn Atlantic, RBC Capital Markets, Citi, and more…

The TRADE

RBC Capital Markets RBC Capital Markets has appointed Ralph Boumalham as director and head of European leveraged loan trading, according to a memo seen by The TRADE. The post People Moves Monday: Peel Hunt, Redburn Atlantic, RBC Capital Markets, Citi, and more… appeared first on The TRADE.

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Stay away from these two big U.S. banks as valuations grow stretched, Baird says

CNBC: Investing

"We understand the optimism around mega cap banks here — benefits from deregulation, solid capital positions, capital markets are opening up and JPM is the gold standard in the group," he wrote in a nine-page report published Friday. " The majority of Wall Street analysts remain bullish on both.

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JPMorgan likes these 3 digital banking pure plays, predicting one will rally nearly 50%

CNBC: Investing

" More In Analyst Calls RBC Capital Markets downgrades this solar stock following sell-off Alex Harring Guggenheim lifts Oracle price target to highest on the Street Alex Harring The tech-heavy 'QQQ' is near a new record. "However, nCino is undergoing a transition year with a lot of uncertainties."

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JPMorgan Chase has more room for growth after latest earnings, says analyst Mike Mayo

CNBC: Investing

"[Management] commentary on the call was upbeat given indications that lending and capital markets had acceleration as 2Q25 progressed. "JPM is still best-in-class 2Q25."

S&P
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People Moves Monday: JP Morgan, Susquehanna, Canaccord Genuity, and more… 

The TRADE

Susquehanna   Former Morgan Stanley market maker, Sandro Oswald, has joined Susquehanna in a position covering quantitative trading – central risk book.  London-based Oswald brings extensive industry experience covering centralised risk book to his new role.