Podcast:Wall Street Breakfast Published On: Fri Feb 20 2026 Description: Walmart, Carvana and Blue Owl; AI spending (0:20) Supreme Court strikes down Trump's global tariffs (9:30)Episode transcripts: seekingalpha.com/wsbShow links: The Art Of Being A Contrarian With Courage & Conviction InvestingSteven Bavaria And Samuel Smith's Top Income Picks For 2026This Is A Stock Picker's MarketSign 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.