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Goldman's top trades for this upcoming earnings season

CNBC: Investing

To be exact, 35 S & P 500 companies and six in the Dow Jones Industrial Average are set to report next week, including two of the largest banks in the country, JPMorgan and Citigroup , both of which report before the market opens on Tuesday. Below are some of the names that floated to the top of the Goldman screen.

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

CNBC: Investing

His $235 12-month price target for JPMorgan implies more than 18% downside from Thursday's close, while the $52 target on Bank of America results in more than 9% potential upside. banks have outperformed the S & P 500 in 2025. and Bank of America's to 13.1, " Both U.S. according to FactSet.

Valuation 105
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Trader of the Year Hedge Fund: Conversant Capital’s David Alfred

The TRADE

I was there through 2015, then Bank of America, before I joined Conversant Capital in early 2021. He envisioned Conversant as a platform to capitalise on real estate opportunities across the liquidity spectrum in both public and private and up and down the capital structure including equity and credit. It’s been busy.

Funds 59
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JPMorgan Chase has more room for growth after latest earnings, says analyst Mike Mayo

CNBC: Investing

The increase implies more than 13% upside from Tuesday's close. Mayo's target change comes after the big U.S. "[Management] commentary on the call was upbeat given indications that lending and capital markets had acceleration as 2Q25 progressed. bank reported second-quarter revenue of $45.68

S&P 64
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The rebundling conundrum

The TRADE

“If you speak to a dealing desk, they don’t want to go back to a rebundled market because that has the connotations of directed trades and all the inefficiencies that entails. Whether that’s a signal for the larger firms to have greater comfort levels concerning their ability to follow suit is by no means certain.

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

CNBC: Investing

dollar Published Thu, Jul 10 2025 8:25 AM EDT Frank Holland @in/frank-holland @FrankCNBC WATCH LIVE (This is a wrap-up of the key money moving discussions on CNBC's "Worldwide Exchange" exclusive for PRO subscribers. Then of course, all attention turned to tariffs, the market sold off, and these companies fell with it.

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These stocks are set to move the most on earnings this week

CNBC: Investing

The second-quarter earnings season seems to be off to a good start, with 12% of the S & P 500 's components already reporting results. Last Friday, BMO Capital Markets upgraded shares of Chipotle Mexican Grill to an outperform rating from market perform.

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