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Goldman's top trades for this upcoming earnings season

CNBC: Investing

"We expect investors to reward fundamental beats this quarter as positioning appears neither crowded nor fearful," Goldman analysts led by John Marshall wrote in a report on Thursday. that was priced in last quarter, suggesting investors are "much less fearful" in July than they were in April, the Goldman analysts said.

Trading 119
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Cooley’s 2024 Life Sciences M&A Year in Review: M&A Slims Down in 2024, but Will Appetites Grow in 2025?

Cooley M&A

As we discussed in Cooleys August 2024 Market Talks, the landscape for IPOs has continued to gain steam over the course of the year, with many companies opting for public offerings to capture investor interest. The FTC nevertheless has remained focused on the life sciences/medical device sector in other parts of its enforcement efforts.

M&A 64
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UBS likes these defensive plays – which also happen to offer solid dividends

CNBC: Investing

To top that off, several of the names also pay dividends, which can help cushion investors' portfolios from market jolts. The firm noted that Johnson & Johnson "has a strong pipeline," including "meaningful revenue opportunities" in medications to treat multiple myeloma, lung cancer and other maladies.

S&P 55
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These stocks reporting earnings next have a history of beating expectations

CNBC: Investing

With that history in mind, CNBC Pro screened Bespoke Investor Group data to find stocks that tend to top Street forecasts and then rally afterward. The medical device maker has topped bottom-line estimates 88% of the time, with its stock averaging a 2.5% or more the first day after posting their latest financials.

Stock 68
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Using options to trade this beaten-down beer giant that Warren Buffett holds

CNBC: Investing

Cannabis has been touted as a healthier and more cost-effective alternative to alcohol, with some investors betting it could erode alcohol market share. The rise of anti-obesity medications, such as GLP-1 receptor has raised concerns about their impact on alcohol consumption. The company's $1.2 below the industry average of 4.2

Trading 67
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Nvidia and other stocks just became the most overbought names on Wall Street this week

CNBC: Investing

The S & P 500 ended Friday little changed , weighed down by trade policy concerns among investors after President Donald Trump reportedly called for more tariffs on the European Union. However, the broad market index posted a weekly gain of 0.6% The deal is expected to close toward the end of the first quarter of 2026.

Stock 90
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Manufacturing’s moment: Why private equity is doubling down

Private Equity Info

Medical Equipment and Supplies Manufacturing From surgical instruments to diagnostic devices, this sector is central to modern healthcare delivery. Sample Transactions Medical Equipment and Supplies Manufacturing SK Capital Partners acquired Spectrum Vascular ( White Plains, NY ). That’s more than six times the number of outbound U.S.