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S&P 500 guessing game: Who's next to be included, according to Stephens

CNBC: Investing

The S & P 500 rebalance, which typically comes on the third Friday of the last month in a quarter, is usually an event that sparks billions of dollars of trading and spurs passive investment funds to snap up shares of the new companies being added to the index.

S&P
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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. Global Business and Financial News, Stock Quotes, and Market Data and Analysis.

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Goldman's winning options strategy for the upcoming earnings season

CNBC: Investing

John Marshall, head of derivatives research at Goldman, said in a note to clients Wednesday that his team thinks investors can find success by betting on outsized moves for stocks around the time that they report their latest earnings. The goal is to profit from volatility, regardless of whether or not the underlying stock moves up or down.

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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.

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HSBC downgrades JPMorgan Chase, adopts 'a more cautious stance' on bank stocks

CNBC: Investing

Its new price target of $259 implies more than 11% downside for the stock from Monday's close. JPM YTD mountain JPMorgan Chase stock in 2025. "To us, upside to JPMorgan's share price from current levels over a multi-year period would seem to require a paradigm shift on how banks are valued," he added.

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Bank of America says these five stocks have room to run following earnings

CNBC: Investing

Other buy-rated names include Delta Air Lines, Domino's Pizza, Procter & Gamble and Levi Strauss. He said he's standing by the stock following the company's latest earnings report. "In 2Q25, DAL's business and premium cabin revenues grew +4.7% compared to a -5.5%

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Friday's big stock stories: What’s likely to move the market in the next trading session

CNBC: Investing

The S&P 500 has risen in two of the past three days and is almost 2% higher so far this week.

S&P