Wall Street Roundup: UnitedHealth, retail, tech, and tariffs
Update: 2025-05-16
Description
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.
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.
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Obviously I wish Joe Biden well, but this is what he told me: "For the unvaccinated, you're looking at a winter of severe illness and death for yourselves, your families, and the hospitals you may soon overwhelm." Nice, right?
You mean 0bamacare only made the situation worse, placing more power with insurance companies and large hospital conglomerate administrators. Who could have known this would be the result? Well I guess we need to go full rationed "free" health care now. Unless of course we eliminated 3rd party payer in favor of a free market for regular maintenance, backed with catastrophic health insurance for major events.