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

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