Past week dominated by good news and a few corporate earnings (0:25). Taiwan Semiconductor and Intel and Broadcom (3:30). Medtronic down after results; healthcare sector sentiment (5:00). Highlighting earnings next week - Nvidia, Berkshire Hathaway (9:00). Walmart's cautious outlook (11:40). Fed's favorite inflation gauge coming (13:15).Episode transcripts: seekingalpha.com/wsbShow links: Forget The Price Of A Stock. What Is It Worth?FDA gives compounders short reprieve as Novo Nordisk GLP-1 supply normalizesWalmart Q4 2025 Earnings Call TranscriptSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
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Brian Stewart, our director of news at Seeking Alpha. Welcome back to Wall Street Breakfast. Great to have you.
Great to be here, Rena.
So talk to us about the markets. February 21st, here we are. What do you have top of mind, middle of mind?
I think this past week was dominated by a few corporate earnings stories. Don't know that there was a firm direction given to the market by macro. I think we're still trying to feel out the Fed, feel out the administration, the Trump administration. So I think that the back and forth of individual stocks was kind of the news for the last week. And in general, the news was relatively good.
What made it good? What was the good news?
Putting out a few of the highlights, Applovin had a brilliant earnings report. It is benefiting from a focus shift to AI and e-commerce. It's a software platform that advertisers use to enhance the marketing in content. And so it's a good kind of B2B platform. play if you're kind of trying to get the temperature of the market in general.
So the stock surged 24% on the earnings report and continued higher in the following session. It's off 11%, sort of a profit taking. So there are some valuation worries, but in general, its results were kind of a sign that AI is still filtering its way through company results.
And so if you're an investor who can kind of pick the next company that's going to see the big AI boost, you can still get in pre-catalyst for some of these stocks. And another one for last week that had a big move was analog devices. It had better inspected earnings and guidance. Its bookings were gradually improving and increased its share buyback program.
And that had the stock up 18% over the past week.
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