Megacaps vs. the Fed this week
Wall Street Breakfast
Seeking Alpha
4.1 • 1K Ratings
🗓️ 25 January 2026
⏱️ 4 minutes
🧾️ Download transcript
Summary
Show Notes
Earnings Calendar
Dividend Roundup
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Transcript
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| 0:00.0 | Welcome to Seeking Alpha's Wall Street brunch, our Sunday look ahead to this week's |
| 0:09.9 | market-moving events, along with the weekend's top news and analysis. |
| 0:14.2 | Hello, today is Sunday, January 25th, and I'm your host, Kim Kahn. |
| 0:18.4 | Those shouts you hear are echoing from the five points to Wall Street, where we see |
| 0:22.0 | who holds sway over the market. |
| 0:24.1 | The mega-cap companies born right-wise with the AI trade or the Federal Reserve and its |
| 0:29.3 | monetary policy. |
| 0:31.1 | Challenge. |
| 0:33.0 | Challenge accepted. |
| 0:34.5 | Apple, Microsoft, and Meta Platformss headline a heavy earnings calendar alongside results from |
| 0:39.1 | Tesla, Boeing, Visa, MasterCard, ExxonMobil, and Chevron. |
| 0:43.3 | In the old rivalry of DOS versus Mac, Microsoft's report will be closely watched for signs |
| 0:47.9 | of AI-driven Azure growth and margins, while Apple's numbers should shed light on iPhone |
| 0:52.9 | demand and its slower-moving AI strategy. |
| 0:55.8 | Seeking off analyst KM Capital says the technical setup looks favorable with Microsoft near |
| 1:00.5 | oversold territory heading into earnings on Wednesday. |
| 1:03.8 | While AI and cloud investments, backed up by a recent U.S. Air Force contract, continue to underpin |
| 1:08.9 | growth. |
| 1:09.7 | Despite tariffs and geopolitical friction with |
| 1:11.7 | China, Apple is still expected to deliver its largest year-over-year revenue jump in four years |
| 1:16.3 | when it reports Thursday. HSBC analyst Nicholas Cote Cool says Apple's success is being driven |
| 1:22.4 | largely by the iPhone 17 series, especially the pro and pro max, as well as continued strength for the iPhone 16 |
... |
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