Wall Street says sell Goldman, buy Capital One. Here's where we stand

Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just in time for the last hour of trading on Wall Street. Stocks are higher on Tuesday, closing out June and the second quarter on a strong note. The S & P 500 rallied roughly 15% in the quarter, while the tech-heavy Nasdaq charged 21% higher. Once again, it was technology and the semiconductors stocks powering the market's gains. The S & P tech sector was up about 2% in the session, extending the quarter's run to 30%. Industrials were the second-best performing sector in the second quarter, advancing about 14%. Energy was the lone sector to post a significant loss, finishing the quarter deep in the red. That weakness in energy coincided with a pullback in oil prices from their Iran war-driven highs of the year. Goldman Sachs stock edged lower Tuesday after Oppenheimer downgraded it to a sell-equivalent rating from hold. Oppenheimer's analyst said that current valuations for investment banks offer little room for upside, especially as the group enters the later stages of its expansionary cycle. Morgan Stanley was downgraded to a sell-equivalent for the same reason. Still, analysts don't see any near-term threats to Goldman's stock and even raised their estimates on strength in dealmaking and trading ahead of earnings next month. …