Welcome to Seeking Alpha's Wall Street brunch, our Sunday look ahead to this week's market-moving events, along with the weekend's top news and analysis.

Hello, today is Sunday, February 15th, and I'm your host, Kim Kong.

It's a holiday short and week for Wall Street, with markets closed Monday for President's Day,

officially Washington's birthday, and observed as such by the N.A. But in the four trading days,

there's still plenty on the calendar, with 57 SMP 500 companies reporting results. Walmart is the

marquee name. The retail giant is expected to report fiscal Q4 EPS of 73 cents on revenue of

$188.54 billion when it weighs

in on Thursday. Same store sales are forecast to rise about 4.2%. Walmart also joined the $1 trillion

market cap club last week. Seeking off the analyst grassroots trading says Walmart is aggressively

integrating AI, including Sparky, to drive efficiency

and profitability, narrowing the gap with Amazon. But they rate the stock a strong sell,

arguing that valuation looks extreme, with limited margin of safety if multiples revert. Also on

the earnings calendar, Palo Alto Networks and Medtrodek report Tuesday, followed by DoorDash

and Occidental on Wednesday.

On the economic front, the first look at Q4 GDP is due Friday, with economists expecting 2.8% annualized growth. Wells Fargo says the underlying fundamentals still look solid, but they

estimate growth could run closer to 1.6% if you factor in the government shutdowns drag on

headline activity. Also due Friday are the

December income and spending figures, which include the core PCE price index, the Fed's preferred

inflation gauge. Core PCE is forecast to tick up to 3% year-over-year. In Washington,

a Supreme Court ruling on President Trump's tariffs could come as soon as Friday. The court has flagged

three opinion days, February 20th, the 24th, and 25th. Prediction markets indicate Scotus will rule against the tariffs.

Kalshi implies about a 27% chance the court rules in favor, while Polly Market is around 26% as of

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