Trading the Nasdaq 100 rebalance

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