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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. Medical technology analyst David Roman rates GE HealthCare a buy and believes its 2% guidance for 2Q and 3Q growth underestimates a strong U.S.

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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

Portfolio optimization through divestitures of noncore assets In addition to pharmas smaller appetite in 2024, pharma companies continued to slim down by shedding nonessential assets to sharpen their strategic focus on core products. Similarly, Novo Holdings $16.5

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

CNBC: Investing

and Chinese officials are awaiting approval of a trade policy framework. To top that off, several of the names also pay dividends, which can help cushion investors' portfolios from market jolts. For starters, the U.S. budget deficit ballooned to $316 billion in May , bringing the year-to-date total to $1.36 Further, U.S.

S&P
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Using options to trade this beaten-down beer giant that Warren Buffett holds

CNBC: Investing

With a diversified portfolio, a focus on premium segments and notable investment from Berkshire Hathaway, STZ may be poised for a rebound. Its beer portfolio, including powerhouse brands like Modelo and Corona, aligns with the +2% volume growth in premium beer observed in 2024.

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These stocks reporting earnings next have a history of beating expectations

CNBC: Investing

The medical device maker has topped bottom-line estimates 88% of the time, with its stock averaging a 2.5% Deutsche Bank's $70 price target implies potential upside of about 31% for Chipotle over the next 12 months. Intuitive Surgical is another company reporting next week with a history of beating earnings expectations.

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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.

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JPMorgan sees shares of this 10-minute oil change company rallying 30%

CNBC: Investing

The firm on Tuesday reported better-than-expected second-quarter results , but shares are trading lower since it reiterated its full-year outlook. The company owns oil change service Take 5, as well as other automotive services names like Maaco Collision Repair & Auto Painting and Meineke Car Care Center.