Wall Street Breakfast

Walmart features in a holiday-shortened week with 57 S&P 500 reports. (0:17) Economists expect Q4 GDP growth near 2.8%. (1:10) Supreme Court could rule soon on Trump tariffs. (1:37)

Show Notes
Goldman’s AI pair trades
Earnings Calendar
Dividend Roundup

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Jobs data and other macro factors (0:25) Economic picture holding steady (3:00) AI expansions, tech earnings (5:25) Fed update, Walmart valuation, earnings coming (10:30)

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Tech Tug Of War: Fear Vs. Greed
Initial jobless claims were slightly higher than expected in past week
Widening gap between CPI and PPI is what truly matters for the stock market – strategist

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Buy Now, Pay Later (BNPL) services like Affirm (AFRM) and Klarna (KLAR) are becoming a go-to option at checkout, allowing shoppers to split purchases into smaller, often interest-free payments. Federal Reserve data shows younger users are more likely to use BNPL—and more likely to miss a payment. From an investment standpoint, analysts remain divided between Affirm and Klarna, while experts warn the convenience of BNPL can come with budgeting risks.

Episode transcripts seekingalpha.com/wsb.

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Affirm signals 30% GMV growth in Q3 2026 while advancing card and international expansion
Affirm: Groceries On Credit? The Shift In BNPL And The Credit Market
Affirm: Merchant Concentration And U.K. Challenges Point To 30% Downside
Klarna Group plc (KLAR) Q3 2025 Earnings Call Transcript
Klarna Proves Itself A BNPL/Neobank Disruptor - Initiate Buy With Caveats

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The pollster cites priorities, but others see different reasons for the switch. (0:15) Cisco and AppLovin fall despite solid earnings reports. (0:56) Existing home sales plunge 8.4% in January. (1:38)

Show Notes
The big stealth rally that few noticed

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McDonald's (MCD) says it is winning on value again as it accelerates the pace of restaurant openings. (00:14) Apple (AAPL) iPhone stands out: only smartphone to grow in China sales this January- Counterpoint. (01:25) Southwest Airlines' (LUV) fleet to be equipped with Starlink internet. (02:04)

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Biggest stock movers Thursday: CSCO, FSLY, QS, and more
House votes to end Canada tariffs as six Republicans defy Trump
Cisco projects over $5B in AI orders for FY26 amid accelerated demand and product innovation
AppLovin outlines 5%–7% Q1 sequential revenue growth as AI drives platform expansion

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January payrolls double forecasts, push Fed cut odds to July. (0:15) Kraft Heinz re-thinks separation plan. (1:43) Unity plunges on weak outlook. (2:13)

Show Notes
Key levels frothy assets have to keep

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Amazon (AMZN) takes 5.3% stake in BETA Technologies, driving shares higher. (00:14) Moderna  (MRNA) shares drop after FDA refuses to file for mRNA-1010 influenza vaccine. (00:45) Estée Lauder (EL) sues Walmart (WMT) for selling counterfeits. (01:52)

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Biggest stock movers Wednesday: HOOD, NET, and more
OpenAI, Samsung, SK Telecom to start setting up data centers in Korea in March: report
Activist investor Ancora set to oppose Warner Bros.' deal with Netflix - report
Musk’s xAI loses second co-founder in two days as Jimmy Ba departs

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Retail sales stall as high-income spends, but mid and lower struggle. (0:15) Datadog rallies on upbeat guidance. (1:27) Paramount Skydance sweetens Warner Bros Discovery bid with ticking fee. (1:56)

Show Notes
Goldman Sachs Panic Index near ‘max fear’

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BP beats Q4 top-line estimates; initiates Q1 and FY26 outlook. (00:14) US plans big tech chip tariff carve-outs linked to TSMC investment, FT reports. (01:08) Instacart inks national flower delivery deal with 1-800-Flowers in time for Valentine's Day. (02:19)

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Biggest stock movers Tuesday: ON, CRDO, and more
Cisco introduces AI networking chip
Amazon said to pitch AI content marketplace to publishers
OpenAI confirms ad testing will start today as Anthropic ad resonates with consumers

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Sam Altman says ChatGPT growth tops 10% monthly amid competition. (0:15) Monday.com plunges as revenue outlook misses. (0:43) China urges banks to curb U.S. Treasury exposure. (1:26)    

Show Notes
Wedbush adds two names to Ives AI 30 list    
Super Bowl Indicator Leans Bullish

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