Rena

Any other names that you would add into the good news list?

So talk to us about the markets. February 21st, here we are. What do you have top of mind, middle of mind?

What's the public sentiment around the deal happening?

And then any other names to add to the good news list and anybody to include on the bad news or not as good news list?

What are you seeing in terms of public sentiment, analyst sentiment, Wall Street sentiment about the health care sector? Are they looking for some catalysts to move the chains for health care stocks? Are GLPs not making enough of a dent in some of the players? Is it stock specific? What are you seeing from the market there?

It will be interesting to see, given how the GLP-1s have pretty much taken over society. It'll be interesting to see either what comes... Part of the problem is that they've already taken over, right?

What made it good? What was the good news?

So looking to next week, you mentioned some big names coming up. We have Nvidia coming up on Wednesday. We had Raul Shaw on Investing Experts this week talking about him's and hers health and why he's bullish on the stock and looking forward to those earnings on Monday, which also has Berkshire Hathaway, a bunch of names reporting.

What are the ones that you're most or you think the market is going to be most reacting to or most interested in?

And a stock we mentioned last episode that reported this week was Walmart. And we talked about maybe they're going to, you know, kind of comment on the tariff concerns. Do you have any insight or takeaways there or updates for listeners?

Anything else to say about the macro picture?

Brian Stewart, our director of news at Seeking Alpha. Welcome back to Wall Street Breakfast. Great to have you.