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Wall Street Breakfast

Apple to unveil new product, Walmart reports results

Feb 17, 2025
Excitement brews as Apple unveils a new product without a livestream keynote, leaving fans guessing. Walmart's earnings report reveals the impact of tariffs, sparking debates on consumer prices. Traders are keenly eyeing the latest FOMC minutes for hints on interest rate trends. Meanwhile, discussions on OPEC+ hint at potential production changes that could shake up oil prices. The rise of AI-related tech stocks adds another layer to market dynamics, and upcoming dividend payouts are highlighted for investors.
06:02

Podcast summary created with Snipd AI

Quick takeaways

  • Apple is set to introduce a new fourth-generation iPhone SE along with other products, despite not holding a livestream keynote.
  • Walmart's earnings report will be critical in assessing the impact of tariffs on profitability, amid mixed analyst expectations for growth.

Deep dives

Focus on Major Earnings Reports

This week highlights key earnings reports from major companies, specifically Apple's upcoming product launch and Walmart's fiscal Q4 results. Apple is expected to unveil a new fourth-generation iPhone SE, potentially alongside other products, with the announcement delivered through promotional materials. Walmart's earnings will be scrutinized, particularly for insights on how tariffs on China may affect profitability, as a significant portion of its merchandise is sourced internationally. Investors are concerned about recent bearish revisions in earnings estimates for Walmart, but some analysts remain optimistic about the company's ability to sustain growth amid share buybacks and increasing cash flow.

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