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Goldman's top trades for this upcoming earnings season

CNBC: Investing

The options market is anticipating average earnings-day moves of plus or minus 4.7%, the lowest in two years, and far below the 7.1% "We expect a return to elevated single stock earnings-day volatility driven by thematic trades (AI, Tariffs, policy) this quarter," Marshall said. Financial services provider State Street Corp.,

Trading 118
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People Moves Monday: Peel Hunt, Redburn Atlantic, RBC Capital Markets, Citi, and more…

The TRADE

Peel Hunt Redburn Atlantic’s head of electronic trading has left the firm to join UK investment bank Peel Hunt, as revealed by The TRADE. He replaces Nishad Vallonthaiel as head of electronic trading. He replaces Nishad Vallonthaiel as head of electronic trading. A spokesperson for Peel Hunt confirmed the move.

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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.

Valuation 105
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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. The stock fell 1% in premarket trading Friday. They added 13% on Thursday, a day after the company reported fiscal fourth-quarter results that exceeded analyst expectations on both the top and bottom lines.

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Wall Street strategist Tom Lee is aiming to create the MicroStrategy of Ethereum

CNBC: Investing

In this article BMNR BTC.CM= Follow your favorite stocks CREATE FREE ACCOUNT watch now VIDEO 4:37 04:37 Fundstrat's Tom Lee on being named chairman of BitMine Immersion Technologies Squawk Box Fundstrat's Tom Lee is joining a little known bitcoin miner aiming to become the biggest publicly traded holder of ether.

Stock 144
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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."

Bank 70
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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 63