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Wall Street Breakfast: Week Ahewad
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As the year winds down and the holidays approach, investors will be watching a busy slate of economic data next week.
Monday brings the NAHB Housing Market Index. Tuesday is the heavy hitter, with ADP Employment, Building Permits, Housing Starts, Core Retail Sales, and the Unemployment Rate. Wednesday includes MBA Mortgage Applications, Business Inventories, and the Atlanta Fed GDP update.
Thursday delivers Continuing Jobless Claims, Core CPI, and the Philadelphia Fed Manufacturing Index.
And Friday rounds out the week with Core PCE, Personal Income, Personal Spending, and Michigan Consumer Sentiment.
On the earnings front, companies reporting next week include Accenture (ACN), Nike (NKE), Cintas (CTAS), FedEx (FDX), CarMax (KMX), BlackBerry (BB), Paychex (PAYX), Carnival (CCL), Conagra Brands (CAG), Lamb Weston (LW), Lennar (LEN), Worthington Industries (WOR), and Duluth Holdings (DLTH).
Earnings spotlight: Monday, December 15: Abivax (ABVX), Ocean Power (OPTT). See the full earnings calendar.
Earnings spotlight: Tuesday, December 16: Lennar (LEN), Worthington Enterprises (WOR), Duluth Holdings (DLTH). See the full earnings calendar.
Earnings spotlight: Wednesday, December 17: Micron (MU), Jabil Inc. (JBL), General Mills (GIS), Toro (TTC). See the full earnings calendar.
Earnings spotlight: Thursday, December 18: Accenture (ACN), Nike (NKE), Cintas (CTAS), FedEx (FDX), CarMax (KMX), BlackBerry (BB). See the full earnings calendar.
Earnings spotlight: Friday, December 19: Paychex (PAYX), Carnival Corp. (CCL), Conagra Brands (CAG), Lamb Weston (LW). See the full earnings calendar.
Investing Group Spotlight
Alpha’s Daniel Snyder. David brings over 25 years of experience in the REIT industry and other income-oriented sectors like MLPs and BDCs.
This is a conversation serious REIT investors will not want to miss! View the full Webinar replay here (it’s free). Here’s a summary:
David views REITs as a “boring” but beneficial sector where “slow and steady wins the race.” He stresses that the primary focus for investors should be on the income side—the predictable, long-term dividend stream—rather than stock price volatility, which he calls “the extra cherry on top.” He argues that the common misconception of REITs being highly interest-rate sensitive is overblown, noting that consumers interact daily with REIT-owned properties (like data centers and retail space) regardless of interest rate fluctuations.
David sees the REIT sector benefiting significantly if the Federal Reserve cuts interest rates, potentially leading to a market rally. He notes that the industry has learned from past crises, and management teams are focused on maximizing revenue, minimizing expenses, and growing net income.
He points out that while some dividends are lagging, management is being conservative, sometimes prioritizing acquisitions over minor dividend increases.
He clarifies that M&A activity is strong, with 36 REITs exploring options since March 2022, and encourages looking for continued consolidation in sectors like Net Lease. For the future, he expects Healthcare (especially senior housing) and certain Retail segments to perform well. He is excited about the potential for new REIT classes, such as “AI REITs” or “Solar REITs,” driven by the vast, unmet demand for infrastructure like data centers and residential housing.
Finally, David passionately advocates for young investors to use REITs and the power of compounding dividends to build long-term wealth, emphasizing a 25-to-50-year investment horizon. Unlock access to Alex (Hoya Capital), Brad Thomas, David Auerbach, and the full iREIT®+HOYA Capital team for exclusive REIT research and value-driven income strategies. Start with a 14-day free trial, then continue at a discounted price of $519.20. Subscribe to gain full access to deep-dive REIT analysis, high-yield income ideas, and data-driven model portfolios. Learn more >
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