Wall Street Week Ahead

Wall Street Breakfast5.74M FollowersSubscribe5ShareSavePlay(5min)Comments Listen on the go! A daily podcast of Wall Street Breakfast will be available by 8:00 a.m. on Seeking Alpha, iTunes, Spotify. Douglas Rissing/iStock via Getty Images Seeking Alpha News Quiz Up for a challenge? Test your knowledge on the biggest events in the investing world over the past week. Take the latest Seeking Alpha News Quiz and see how you stack up against the competition. Nvidia (NVDA) earnings will be the highlight of the coming week as concerns about capex spending for megacaps grow. But analysts are bullish going into the print with 36 upward EPS revisions and just one downward revision. Salesforce (CRM), Intuit (INTU), and Zoom Communications (ZM) also report earnings this week. On the economic front, February consumer confidence figures are due Tuesday, while Friday brings wholesale inflation numbers for January and the February Chicago PMI. Analysts and investors will also be busy resetting expectations on nearly every sector after the Supreme Court ruling on President Trump's sweeping tariff policies. Earnings spotlight: Monday, February 23: Dominion Energy (D). See the full earnings calendar. Earnings spotlight: Tuesday, February 24: Home Depot (HD), HP Inc. (HPQ). See the full earnings calendar. Earnings spotlight: Wednesday, February 25: Salesforce, Nvidia, Zoom Communications. See the full earnings calendar. Earnings spotlight: Thursday, February 26: Intuit, Baidu (BIDU). See the full earnings calendar. Earnings spotlight: Saturday, February 28: Berkshire Hathaway (BRK.A) (BRK.B). See the full earnings calendar.

Insider Watch Check out the week's top insider trades, highlighting significant purchases and sales by investors, directors, and executives. Notable transactions took place at Microsoft (MSFT) and Disney (DIS).

Seeking Alpha Analysis To Watch In The Week Ahead Nvidia Q4: Why Even A Record 'Beat' Could Sink The StockHims & Hers Health: 5 Key Questions Ahead Of Critical Q4 EarningsSalesforce: The Most Important Print In Years And Three Numbers That Will Decide ItHome Depot Q4 Earnings Preview: Housing Trends In Focus, Shares Fairly ValuedSnowflake: The AI Data Cloud Inflection Point Investing Group Spotlight High Dividend Opportunities, led by Rida Morwa and Will Barton alongside an experienced income-focused team, is Seeking Alpha’s top-ranked dividend service. As part of its 10th anniversary celebration, new members can lock in a 33% introductory discount - just $499 per year instead of $749. This is your last chance to secure the deep intro rate before it expires on February 24.On account of HDO’s 10-year anniversary, Will Barton sat down with SA’s Daniel Snyder to discuss how HDO manages a massive community with four model portfolios. Here’s a concise overview of the webinar:(Free Webinar) Barton details the service’s "Income Method," which prioritizes consistent cash flow over capital gains. To manage risk, HDO advocates for holding at least 42 different income-producing positions and reinvesting 25% of dividends to ensure long-term growth regardless of market volatility.A central theme is the current opportunity in Agency Mortgage-Backed Securities (MBS). Barton highlights Annaly Capital Management (NLY) and AGNC Investment Corp. (AGNC) as top picks. He explains that while these REITs saw price declines as interest rates rose, they are now rotating into higher-coupon mortgages.Barton’s "bold call" is a predicted return to a zero-interest-rate environment. He argues that long-term deflationary forces, specifically an aging global population and AI-driven productivity, will eventually force the Fed to lower rates. This shift would provide a significant "windfall" for agency mREITs through book value recovery and wider spreads. He concludes by emphasizing diversification as a safeguard against "black swan" events like corporate fraud or sudden management shifts.HDO supports investors whether they’re retired today or preparing for retirement by building dependable passive income. The service applies high-yield dividend strategies with a +9% income target across three structured model portfolios. Join today to save over $255 on your first year and receive complete access to HDO’s research, tools, and income-focused community for just $495. Learn more >> In case you missed it Dividend power plays20 defensive large-caps outperforming in '26Tariff ruling: What's next for stocks?Venezuela oil sales top $1BWhen will bitcoin cross back above $100K?Costco stuns with its Nike sneaker dropU.S. airlifts small nuclear reactor for the first timeBullish infotech stocks with highest capex growth This article was written byWall Street Breakfast5.74M FollowersSubscribeWall Street Breakfast, Seeking Alpha's flagship daily business newsletter, is a one-page summary that gives you a rapid overview of the day's key financial news. It is designed for easy readability on the site or by email (including mobile devices) and is published before 7:30 AM ET every market day.

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