Biggest stock movers Monday: U.S. banks, JNPR, and more

Fueled by Canada’s move to drop a digital services tax targeting U.S. tech firms and expectations of new White House trade deals, stock futures saw a modest gain during Monday’s premarket trading.

Here are some of Monday’s biggest stock movers:

Biggest stock gainers

• Juniper Networks (JNPR) +8% and Hewlett Packard Enterprise (HPE) +5% — Shares advanced after the U.S. Department of Justice settled its antitrust lawsuit challenging HPE’s $14B acquisition of Juniper, clearing a major hurdle just weeks ahead of trial. Under the agreement, the merged entity must divest HPE’s Instant On wireless networking unit and auction a license for Juniper’s Mist AI software used in WLAN products. The settlement, pending court approval, avoids a July 9 trial and resolves the DOJ’s concerns that the deal would reduce competition, potentially consolidating market power between Cisco and HPE.
• Disney (DIS) +2% — Shares gained after Jefferies upgraded the stock to Buy from Hold, citing limited downside risk to its parks business in 2H 2025, upside in the cruise segment for 2026, and continued margin expansion in its direct-to-consumer segment. Analyst James Heaney pointed to a strong upcoming content and sports slate, including the launch of ESPN’s DTC streaming service, Zootopia 2, and Avatar 3, as key catalysts. He noted improving booking trends at Disney World and said macro and competitive headwinds appear to have eased. “We believe Iger and co. have finally righted the ship,” said Heaney, raising his price target to $144 from $100.
• Goldman Sachs (GS) +2.5% – U.S. banks rallied after all 22 major lenders cleared the Federal Reserve’s annual stress test, paving the way for billions in buybacks and dividends. The Fed found that banks held strong capital reserves even after modeling severe losses, reinforcing confidence in their ability to lend through economic shocks. RBC Capital Markets called the results expected but reassuring. Wells Fargo (WFC) rose 2%, Bank of America (BAC) gained 1%, while JPMorgan (JPM), Citigroup (C), and Morgan Stanley (MS) posted modest gains. Analysts noted banks fared better than last year due in part to a less stringent macroeconomic scenario.

More on related stocks:

• Disney: Earnings Guidance Is Encouraging, A Buy From Here
• Goldman Sachs: Why I’m Still Bullish At All Time Highs
• HPE’s GreenLake Intelligence Brings Agentic AI To IT Operations
• ‘F1: The Movie’ speeds to $55.6M debut, dominates U.S. box office
• M&A activity rebounds amid market uncertainty, Trump’s trade policies