Brian Stewart

speaker

910 appearances 18 recordings 2 series first heard Feb 2025 last heard 10 Apr

Brian Stewart’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

Recordings per month over the last 12 months — 8 in all, peaking in Feb 2026 with 4.

Appearances

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Wall Street Breakfast · Wall Street Roundup: Nvidia beats and drops in edgy market · 27 Feb 2026 podcast

But I think long term, we're still not sure, I would say.

And there is always a chasm between the promise of a thing and the delivery of a thing.

A lot to keep in mind as the days and years unfold.

What are you looking at earnings wise in the coming week?

Wall Street Breakfast · Wall Street Roundup: Supreme Court Rules · 20 Feb 2026 podcast

Thanks.

Great to be here.

No, that's good.

I was trying to think of a metaphor for what the market feels like right now.

And I was kind of thinking back.

There was a story a few years ago, I don't know if you remember this, where there was a little kid at Disney World who got eaten by an alligator.

I sort of picture the kid looking across the lagoon.

The Magic Kingdom is sort of glimmering in the horizon.

And all of a sudden, a predator he didn't know was there gobbles him up.

And I think that's the market we're living in is like AI and like a technological utopia is like just across the water, but there's things below the surface that we're afraid are going to attack us.

I think that a lot of the stories from this week kind of underlying that.

And I think Walmart's there too on a very kind of, um,

lower level.

The stock didn't move much after earnings dipped a little bit.

It was already down slightly going into the earnings report, had reached a new high not too long ago, became part of the $1 trillion market cap.

It's a little below that now after its earnings report.

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