Brian Stewart, our director of news at Seeking Alpha. Welcome back to Wall Street

Breakfast. Great to have you. Great to be here, Rina. 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 few corporate earnings stories. I don't know that

there was a firm direction given to the market by 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, App Lovin had a brilliant earnings

reports. 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 play

if you're trying to get the temperature of the market in general. And so it's a good kind of B2B play if you're trying to get the temperature of the

market in general. So the stock surge 24% on the earnings report and continued higher in the

following session is 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.

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