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.P_Wei/iStock Unreleased 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.The main economic event arrives Friday with the May nonfarm payrolls report. Economists expect the U.S. economy added 93K jobs during the month, while the unemployment rate is forecast to hold steady at 4.3%. Investors will also monitor manufacturing and services activity data, JOLTS job openings, and the Federal Reserve's Beige Book for fresh clues on economic momentum.Broadcom (AVGO), CrowdStrike (CRWD), Hewlett Packard Enterprise (HPE), Palo Alto Networks (PANW), and Docusign (DOCU) headline the earnings calendar, with Broadcom's results likely to provide another important read on AI infrastructure spending.The AI theme extends beyond earnings. Nvidia (NVDA), Qualcomm (QCOM), Intel (INTC), Arm Holdings (ARM), and other industry leaders will take center stage at Computex Taipei, while Microsoft (MSFT) hosts its annual Build developer conference. Both events are expected to feature major announcements around AI, datacenters, software, and robotics.In the IPO market, Honeywell-backed quantum computing company Quantinuum (QNT) is expected to debut at a valuation of roughly $12.7B, making it one of the largest technology offerings of the year.Meanwhile, FedEx (FDX) will complete the spinoff of FedEx Freight, creating a new standalone S&P 500 (SP500) company and marking one of the year's most significant corporate restructurings.Earnings spotlight: Monday, June 1: Hewlett Packard (HPE) and Credo Technology (CRDO). See the full earnings calendar.Earnings spotlight: Tuesday, June 2: Palo Alto Networks (PANW) and Ulta Beauty (ULTA). See the full earnings calendar.Earnings spotlight: Wednesday, June 3: Broadcom (AVGO), CrowdStrike (CRWD), and Medtronic (MDT). See the full earnings calendar.Earnings spotlight: Thursday, June 4: Ciena Corp. (CIEN), lululemon athletica (LULU), and Docusign (DOCU). 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 Baidu (BIDU), Target (TGT), and Enphase Energy (ENPH).The Dividend Kings is reintroducing its long-standing dividend growth investing service in 2026 with a refreshed leadership team led by Scott and Rachel Kaufman, alongside veteran contributors Justin Law and Kody Kester. One of Seeking Alpha’s oldest dividend-focused groups, The Dividend Kings, emphasizes high-quality companies, attractive valuations, and sustainable dividend growth to deliver strong total returns and capital preservation.Here are their latest ideas:(Free Full Article) Spire (SR) recently reported solid quarterly earnings, but management’s updated guidance has created significant confusion for investors. As the company sells off non-core businesses and shifts toward a pure regulated natural gas utility model, management continues lowering EPS guidance by focusing only on “continuing operations.” However, the guidance excludes the earnings potential from its major acquisition of Duke Energy’s Piedmont Natural Gas system, which is expected to significantly boost future profitability.The market appears to have reacted negatively to this confusing outlook, leading to a recent share selloff. Despite this, the long-term investment case remains intact. Piedmont’s earnings power could more than offset the divested businesses, while Spire’s refocused utility operations should provide stable dividend growth and predictable earnings. The author believes current valuation concerns are temporary and sees Spire as an attractive long-term dividend growth investment.(Free Full Article) MPLX LP (MPLX) continues to stand out in the energy infrastructure space by combining a near-8% yield with plans for 12.5% annual distribution growth through 2027. The partnership’s investment-grade balance sheet, strong distribution coverage, and focus on natural gas and NGL infrastructure remain key strengths. Major growth projects, including Harmon Creek III and Titan II, are on schedule and expected to drive stronger results in the second half of 2026. Long-term growth catalysts tied to LNG exports and rising data center demand also remain firmly in place.While recent earnings were impacted by lower commodity pricing, non-recurring items, and acquisition-related costs, MPLX continues to generate strong distributable cash flow and maintain healthy leverage metrics. However, units are now trading slightly above fair value, leading to a downgrade from “Buy” to “Hold.” Despite valuation concerns, MPLX remains an attractive long-term income investment with sustainable high yield and solid payout growth potential.Overall, The Dividend Kings emphasize quality-first investing, disciplined valuation, and prudent risk management, helping investors avoid yield traps while building durable income and long-term wealth.Join The Dividend Kings to gain a fundamentals-driven edge in dividend growth investing. Start with just a $30 introductory first month and access a market-beating model portfolio, clear buy and sell guidance, powerful research tools, and an engaged community focused on sustainable income and total returns. 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