The Nasdaq 100 faces an extraordinary rebalancing for just the third time and Wells Fargo spies some near-term trades. BofA gets a hefty fine from the CFPB. Did SVB's collapse delay a recession?

Read a transcript of the episode at Seeking Alpha.

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Wells Fargo highlights Nasdaq 100 rebalance trade opportunities
Goldman's top four themes for earnings season (yes, one is AI)
Microsoft said to lay off sales, customer support staff as new fiscal year begins
Toyota slides after report it will focus on hydrogen-powered vehicles in Europe, China
JPMorgan upgraded to Buy at Jefferies; Truist, Zions, Hancock Whitney cut to Hold
Wynn Resorts is tipped by JPMorgan for second-half rally
JetBlue falls after Evercore ISI downgrades due to risk a Spirit acquisition drags on results