UnitedHealth and insurance inflection point (0:30). Tech names have been very headline dependent (5:55). Cisco's growth factors (10:10). Walmart set tone for upcoming retail earnings (11:10). Shopify's interesting earnings (13:20). Coinbase, S&P 500, Bitcoin (14:45). CPI biggest macro news (17:05).Show Notes:Can UnitedHealth turn it around?)Walmart Q1 2026 earnings call transcript)Shopify targets sustained growth)Saudi Arabia AI deals were 'bullish eye opener' for tech investors)Episode transcripts: seekingalpha.com/wsb)Sign up for our daily newsletter here) and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions).
