Wall Street Week Ahead

Listen on the go! A daily podcast of Wall Street Breakfast will be available by 8:00 a.m. on Seeking Alpha, iTunes, Spotify.Torsten Asmus/iStock via Getty Images 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.Investors head into the new week watching the oil market after an extraordinary rally tied to the escalating conflict in the Middle East. WTI crude (CL1:COM) has just posted its biggest weekly gain since the contract’s launch in 1983, raising fresh concerns about inflation pressures and the potential impact on Federal Reserve policy if energy prices remain elevated.The economic calendar is highlighted by the February Consumer Price Index report on Wednesday. Economists expect headline and core inflation to come in at a 2.5% annual rate. The data will be closely scrutinized for signs that higher energy costs could complicate the Fed’s path toward interest-rate cuts later this year. On Friday, the core PCE price index, the Fed's favorite inflation gauge, arrives with January income and spending figures.The earnings calendar continues to thin out, with just four S&P 500 (SP500) companies reporting. Oracle (ORCL) reports on Tuesday, with investors watching demand trends for AI-related cloud services. Later in the week, reports from Adobe (ADBE), Dollar General (DG), Ulta Beauty (ULTA), Lennar (LEN), and DICK'S Sporting Goods (DKS) will provide additional reads on enterprise spending, housing activity, and consumer demand.Other events on the calendar include the Game Developers Conference in San Francisco, where Nvidia (NVDA), Apple (AAPL), and Ubisoft (UBSFY) are expected to highlight AI developments, and a number of investor day events from companies including Lucid Group (LCID) and TransUnion (TRU).Earnings spotlight: Monday, March 9: Hewlett Packard (HPE). See the full earnings calendar.Earnings spotlight: Tuesday, March 10: Oracle (ORCL), BioNTech (BNTX). See the full earnings calendar.Earnings spotlight: Thursday, March 12: Adobe (ADBE), DICK'S Sporting Goods (DKS), Lennar (LEN), Ulta Beauty (ULTA). See the full earnings calendar.Insider WatchCheck out the week's top insider trades, highlighting significant purchases and sales by investors, directors, and executives. Notable transactions took place at Boeing (BA), Coca-Cola (KO), and Exxon Mobil (XOM).Seeking Alpha Analysis To Watch In The Week AheadWhy February's CPI Report Matters More Than Ever Amid War-Driven InflationMarkets Are Underpricing Inflation Risk - The February CPI PreviewBuy Oracle's 'Bubble Fears' Before Next Week's Q3 Earnings ReportAdobe's Q1 Earnings Are Approaching: The Numbers That Will Debunk Investor FearsHewlett Packard Enterprise: Strong AI-Led Growth SetupUiPath: Why Claude-Related Fears Are Grossly Overblown (Earnings Preview)Kohl's Yield And Improving Business Are Positives - But The Economy Is A Wild CardStitch Fix: In Need Of Improved Turnaround MomentumThe Campbell's Company: Bad News Priced In Ahead Of Q2 Earnings (Rating Upgrade)NIO Q4 Preview: From Breakeven Doubts To Pre-Profit, The Margin Expansion Story BeginsEnergy Investing Authority is Seeking Alpha’s top investing group focused on uncovering opportunities across the energy sector through in-depth research, model portfolios, real-time trade alerts, and an active investor community. As of January 2026, EIA was acquired by Value Investor’s Edge Research, the team behind the highly ranked Seeking Alpha service Value Investor’s Edge (38% model IRR over the past decade). Long-time top SA analyst Michael Boyd remains president as the service expands.Read Michael’s analysis of the recent conflict and what it could mean for investors.(Free Full Article) The article analyzes how the escalating conflict between the United States and Iran is beginning to affect global oil markets, particularly through disruptions to shipping rather than direct damage to production. It explains that recent attacks and tensions in the region have already caused tanker disruptions near the Strait of Hormuz, increased war-risk insurance costs, and made shipping companies more cautious. These logistical challenges can effectively reduce the amount of crude oil reaching global markets even if production itself remains intact.Michael notes that oil prices rose roughly 10% following the initial escalation, reflecting market concern over potential supply constraints. In the short term, volatility and higher prices are likely as uncertainty around shipping flows persists. Over the longer term, the direction of oil prices will depend on whether disruptions remain temporary or become sustained.The article also highlights the strategic importance of the Strait of Hormuz, which carries about a quarter of global seaborne oil trade. Even limited disruptions there could tighten supply and embed a lasting geopolitical risk premium in crude prices.Join Energy Investing Authority, led by Michael Boyd, to gain a research-driven edge in the energy sector with in-depth analysis, model portfolios, real-time trade alerts, and an active investor community. New members can start with a first-month introductory price of $199. As the service transformation continues through mid-2026, early subscribers can also lock in a $1,499 annual rate for life, ahead of the expected future price of about $2,499 per year. Learn more >>In case you missed itAI doomsday isn’t 2028, it’s here nowJefferies AI Beneficiaries BasketKevin Warsh’s rate-cut plan hits an oil slickHere's how assets do during oil shocksGold bulls keep the faithBillionaire Tesla whale buys 1M Nvidia sharesHyperscalers have reached ‘peak negativity’Apple takes wraps off new low-cost MacBook NeoThis article was written by