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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. Skip Navigation Markets Pre-Markets U.S. 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%

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Re-risking your portfolio: Investor John Davi's picks for the second half of 2025

CNBC: Investing

But investors lately continue to seek out resilient pockets of the market due to uncertain trade policies and geopolitical tensions, however. " "It's time to re-risk your portfolio," Davi said, at a time when markets are likely to rally further over the coming six months. Skip Navigation Markets Pre-Markets U.S.

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How investors can use these high-yielding assets to diversify their portfolios

CNBC: Investing

trillion has flowed into CLO and bank loan exchange-traded funds since the start of the year, following 2024's record $25.6 securitized products and a portfolio manager at Janus. "There's more trading and that's what you want as an end investor." Skip Navigation Markets Pre-Markets U.S.

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A bearish options trade on Apple as the tech giant struggles

CNBC: Investing

Trade timing The timing for adding bearish exposure to AAPL is optimal, as the stock is trading just above its $195 support level. Fundamentals AAPL trades at a considerable premium over its industry despite lagging growth rates, making its valuation hard to justify based solely on profitability.

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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.

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Wall Street loves this recent IPO with one analyst calling it the ‘social network trading platform’

CNBC: Investing

"We view eToro as a clear share gainer in retail trading/investing. " Needham initiates coverage of eToro as a buy, sets price target of $80 per share The investment firm called eToro "the social network trading platform," while its price target is 16% above the stock's Friday closing price.

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Bank of America downgrades hot IPO and Nvidia derivative CoreWeave, citing valuation

CNBC: Investing

"However, with stock trading at 25x CY27e EBIT, a premium to the peer group at 16x, we believe much of the upside is priced in." Skip Navigation Markets Pre-Markets U.S. " CoreWeave went public in late March. CoreWeave's $1.5 billion initial public offering raise marked the largest tech offering on Wall Street since 2021.

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