Stock Movers Goldman Passes Fed Stress Test, Circle Internet Falls, Disney Climbs
Jun 30, 2025
Goldman Sachs impressively passes federal stress tests, leading to a potential drop in its capital requirements. Meanwhile, Circle Internet faces mixed reviews from analysts, with JPMorgan's underweight recommendation causing premarket jitters. In contrast, Barclays sees promise in the stock amidst the stablecoin buzz. Disney makes headlines too, climbing after an upgrade by Jefferies, signaling optimism for its parks division. The financial landscape is dynamic, showcasing both challenges and triumphs on Wall Street.
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Goldman's Strong Stress Test Benefits
- Goldman's strong performance in the Fed stress test suggests its 2026 capital requirements may fall, boosting dividends and share buybacks.
- The bank is seen as best positioned to benefit from deregulation, supporting optimistic bank sector outlooks.
Mixed Views on Circle's Valuation
- Circle Internet's stock is up 500% year to date, showing resilience despite JPMorgan's underweight rating.
- JPMorgan worries Circle's valuation is above comfort but Barclays is optimistic due to stablecoin industry growth.
Disney Optimism from New Attractions
- Disney receives an upgrade from Jefferies citing limited risk of business slowdown in the parks division through 2H 2025.
- New park projects and big movie releases like Avatar 3 are expected to boost revenues.