Wall Street Roundup: UnitedHealth, retail, tech, and tariffs

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 .