Julie Morgan
๐ค SpeakerAppearances Over Time
Podcast Appearances
Samsung's Galaxy Unpacked Media event will include the unveiling of the new Galaxy S26 phone lineup, showcasing of new Galaxy AI features and potentially new Galaxy Buds.
Lumen Technologies will hold its Investor Day.
Management will lay out the next phase of the company's transformation, including product pipeline, commercial strategy, financial framework, and multi-year growth and earnings plans.
NASDAQ will hold its 2026 Investor Day at its Times Square headquarters from 8 a.m.
to 12.30 p.m., focusing on strategy, business mix, and long-term financial objectives for the group.
And NVIDIA will hold its earnings conference call.
Analysts expect crucial color on 2026-2027 AI CapEx plans from hyperscalers, Microsoft, meta-platforms, Alphabet, and Amazon to impact the tech sector broadly.
Stocks that have been jolted in the past during NVIDIA's update include AMD, Intel, Supermicrocomputer, and Broadcom.
On Wall Street at this early hour, Dow, S&P and Nasdaq futures are in the green.
Crude oil is up 0.4% at $65 a barrel.
Bitcoin is up 2.1% at $65,000.
Gold is up 0.6% at $51.73.
The FTSE 100 is up 0.9% and the DAX is up 0.5%.
Workday is on our list of the biggest movers of the day pre-market.
WDAY is down 9% after the firm reported a Q4 beat, but issued softer than expected guidance.
And on today's economic calendar, at 10 a.m., new home sales, and at 11 a.m., a survey of business uncertainty.
That's it for today's Wall Street Breakfast.
Thanks for listening.
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I'm your host, Julie Morgan.