Wall Street Roundup: Supreme Court Rules
Wall Street Breakfast
Seeking Alpha
4.1 • 1K Ratings
🗓️ 20 February 2026
⏱️ 15 minutes
🧾️ Download transcript
Summary
Episode transcripts: seekingalpha.com/wsb
Show links:
The Art Of Being A Contrarian With Courage & Conviction Investing
Steven Bavaria And Samuel Smith's Top Income Picks For 2026
This Is A Stock Picker's Market
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Transcript
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| 0:00.0 | Welcome to another Friday. |
| 0:13.6 | Apologies for those that were waiting and waiting for this morning's Wall Street |
| 0:18.2 | Breakfast. |
| 0:19.4 | We hope we can make it up to you with this extended version of Wall Street Roundup. |
| 0:24.6 | So thanks for understanding and enjoy today's episode. |
| 0:28.8 | Brian Stewart, Seeking Alpha's Director of News, always great to talk to you on a Friday in these wonderful Wall Street Roundups. |
| 0:36.9 | Great to have you. |
| 0:37.4 | Thanks. Great to be here. |
| 0:38.7 | So last week we were talking about Walmart earnings and how that was something to look forward to |
| 0:44.4 | and perhaps a telling tale of what's going on in the broader economy. Is that a good place to start? |
| 0:52.5 | Or would you want to start somewhere else? No, that's good. |
| 0:55.0 | I was trying to think of a metaphor for what the market feels like right now. |
| 0:59.7 | And I was kind of thinking back, there was a story a few years ago, I don't know if you remember |
| 1:02.7 | this, where there was a little kid at Disney World who got eaten by an alligator. |
| 1:08.7 | I sort of picture the kid looking across the lagoon. |
| 1:13.6 | The magic kingdom is sort of glimmering in the horizon and all of a sudden a predator, |
| 1:18.1 | he didn't know was there, gobbles him up. |
| 1:20.6 | And I think that's the market we're living in is like AI and like a technological utopia |
| 1:25.6 | is like just across the water, but there's things below the |
| 1:29.0 | surface that we're afraid are going to attack us. I think that a lot of the stories from this |
| 1:34.7 | week kind of underlying that. I think Walmart's there too on a very kind of lower level. |
| 1:41.5 | The stock didn't move much after earnings dipped a little bit. It was already down |
... |
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