Deutsche Bank has had a challenging few years months including a restructuring and big losses. DB said it would be cutting 18,000 jobs last year.
Trucking giant J.B. Hunt's stock rose by 2% in after-hours trading after reporting a mixed quarter on April 14.
Goldman sees these stocks blowing past everyone else's forecasts for earnings and rallying accordingly.
Vishal Vivek of Goldman Sachs says the options market is focused only on "macro uncertainty" even though it's earnings season on Wall Street.
Companies that have recently lagged the market but have "proven track record" of strong results could outperform now, says Julian Emanuel of BTIG.