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.
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Key Market Focus
- This week's focus is on stock-specific events, given the holiday-shortened trading week and a light economic calendar.
- Apple and Walmart will be the two major companies to watch.
Walmart Earnings and Tariff Impact
- Walmart's Q4 earnings are anticipated Thursday, with investors keen on tariff impact commentary.
- Analyst Jeffrey Fisher highlights the uncertainty around Walmart's international sourcing, particularly from China, which could significantly impact earnings.
Walmart's Growth Potential
- Seeking Alpha analyst 'Skeptical 2' suggests Walmart can boost earnings growth through share buybacks.
- They believe the company's growth will remain strong, driven by a favorable operating environment and conservative management guidance.