The Morning Filter

In this new episode of The Morning Filter podcast, co-hosts Dave Sekera and Sarah Hansen discuss last week’s market activity and the major selloff in technology stocks. They also cover what investors need to know after the October Federal Reserve meeting. They unpack another busy week of earnings, including upcoming reports from Apple, Palantir, Clorox, and Arm Holdings.

Tune in to hear Morningstar’s take on Alphabet’s post-earnings selloff, along with key considerations for investors after reports from Microsoft MSFT, Amazon AMZN, L3 Harris LHX, and more.

Sekera and Hansen also cover what investors need to about core holdings, including the qualities core stocks have in common and how to manage core positions in a portfolio. They wrap the show with three stocks to sell and three stocks to buy for November.

Episode Highlights

• What to know after last week’s tech selloff.
• What to watch when Apple AAPL, Palantir PLTR, Clorox CLX and Arm Holdings ARM report earnings this week.
• Why Alphabet GOOGL/GOOG dropped 12% after reporting its third quarter results.
• Is Amphenol APH still a buy after earnings?
• What to know about core holdings, and how to manage core positions in your portfolio.
• Stocks to buy and sell for the month ahead.

Read about topics from this episode.

Q4 2026 Stock Market Outlook: Individual Stock Selection Looks Increasingly Important

Read Dave’s complete archive.

Got a question for Dave? Send it to themorningfilter@morningstar.com.

Follow Dave Sekera on X (@MstarMarkets) and on LinkedIn (Dave Sekera) to subscribe to his weekly newsletter and keep up to date with his latest research. Follow Morningstar on Facebook (MorningstarInc), X (@MorningstarInc), Instagram (MorningstarInc) and LinkedIn (Morningstar).

If you would like more information about any of the stocks Dave talked about today, you can visit https://www.morningstar.com/ for more details. Subscribe to The Morning Filter to get notified when we post next.

This episode is sponsored by Vanguard: https://advisors.vanguard.com/engagement/fixed-income

Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this new episode of The Morning Filter podcast, co-hosts Dave Sekera and Sarah Hansen unpack a very bumpy week in the markets, from a dramatic selloff in AI-linked names and an ongoing rotation from growth to value to a huge rally in the Treasury market. They cover what to watch for in upcoming earnings reports from Alphabet, Microsoft, Amazon, and more. They also recap a busy week of earnings and new research on SpaceX SPCX, Meta META, and Tesla TSLA.

They answer a viewer question about Morningstar’s star ratings for stocks, and Dave explains how to incorporate those ratings into a broader investment strategy. They wrap up with five stock buys that are trading at big discounts.

Episode Highlights

• What’s behind the AI selloff and rally in Treasury bonds.
• Expectations for the October Fed meeting.
• What to watch in upcoming earnings from Alphabet GOOGL, Microsoft MSFT, and Amazon AMZN.
• Is Hasbro HAS still a buy after earnings?
• What slowing growth at Netflix NFLX means for the stock.
• How to incorporate Morningstar’s stock ratings into your investment strategy.
• Stocks to buy while they’re trading at big discounts.

Read about topics from this episode.

Q4 2026 Stock Market Outlook: Individual Stock Selection Looks Increasingly Important

Read Dave’s complete archive.

Got a question for Dave? Send it to themorningfilter@morningstar.com.

Follow Dave Sekera on X (@MstarMarkets) and on LinkedIn (Dave Sekera) to subscribe to his weekly newsletter and keep up to date with his latest research. Follow Morningstar on Facebook (MorningstarInc), X (@MorningstarInc), Instagram (MorningstarInc) and LinkedIn (Morningstar).

If you would like more information about any of the stocks Dave talked about today, you can visit https://www.morningstar.com/ for more details. Subscribe to The Morning Filter to get notified when we post next.

This episode is sponsored by Vanguard: https://advisors.vanguard.com/engagement/fixed-income

Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this new episode of The Morning Filter podcast, co-hosts Dave Sekera and Sarah Hansen recap last week’s market activity, including the rotation out of growth stocks and how hotter-than-expected inflation data contributed to another spike in Treasury yields. They unpack what the market is now pricing in when it comes to monetary policy and economic growth.

They also cover what to watch in upcoming earnings reports from Meta, Telsa, Western Digital and Nebius Group NBIS, and discuss the key takeaways from Progressive PGR and ASML, and Schwab SCHW after earnings.

Tune in for a deep dive with Michael Hodel, director of communication services equity research for Morningstar, who explains SpaceX’s recent purchase of wireless spectrum infrastructure and what it means for the major US telecom firms. We wrap up the show with four stocks to buy while they’re still undervalued.

Episode Highlights

• How hot inflation data moved the market last week.
• Earnings to have on radar: Meta META, Tesla TSLA, Western Digital WDC, and more.
• Takeaways from big bank earnings.
• What we think of chipmaker ASML’s ASML growth prospects.
• How SpaceX’s SPCX recent purchase of wireless infrastructure affects our view of US telecom giants Verizon VZ, T-Mobile TMUS, and AT&T T.
• Undervalued stocks to buy for the long term.

Read about topics from this episode.

Q4 2026 Stock Market Outlook: Individual Stock Selection Looks Increasingly Important

Read Dave’s complete archive.

Got a question for Dave? Send it to themorningfilter@morningstar.com.

Follow Dave Sekera on X (@MstarMarkets) and on LinkedIn (Dave Sekera) to subscribe to his weekly newsletter and keep up to date with his latest research. Follow Morningstar on Facebook (MorningstarInc), X (@MorningstarInc), Instagram (MorningstarInc) and LinkedIn (Morningstar).

If you would like more information about any of the stocks Dave talked about today, you can visit https://www.morningstar.com/ for more details. Subscribe to The Morning Filter to get notified when we post next.

This episode is sponsored by Vanguard: https://advisors.vanguard.com/engagement/fixed-income

Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this bonus episode of The Morning Filter podcast, host Dave Sekera sits down with Morningstar Chief Economist Preston Caldwell to discuss their market and economic outlooks heading into the end of 2026. Tune in to find out why stock selection is becoming increasingly important, what valuations are signaling to investors, and how to position your portfolios as market risks continue to build.

They unpack expectations for economic growth, inflation, and interest rates and discuss how the artificial intelligence boom is affecting the economy. They close by talking about mega-cap stocks, what’s behind the rise in bond yields, and why conditions in private credit continue to worsen.

Episode Highlights

• A third-quarter performance recap and where US stocks stand today.
• The key risks to watch in Q4.
• Which sectors, styles, and market caps offer opportunities, and where valuations look stretched.
• Morningstar’s latest list of analyst stock picks.
• Morningstar’s US economic outlook heading into 2027.
• What rising rates and growing strains in private credit mean for fixed-income investors.

Read about topics from this episode.

Q4 2026 Stock Market Outlook: Individual Stock Selection Looks Increasingly Important

Have an idea for a bonus episode of The Morning Filter? Send it to themorningfilter@morningstar.com.

Follow Dave Sekera on X (@MstarMarkets) and on LinkedIn (Dave Sekera) to subscribe to his weekly newsletter and keep up to date with his latest research. Follow Morningstar on Facebook (MorningstarInc), X (@MorningstarInc), Instagram (MorningstarInc) and LinkedIn (Morningstar).

If you would like more information about any of the stocks Dave talked about today, you can visit https://www.morningstar.com/ for more details. Subscribe to The Morning Filter to get notified when we post next.

This episode is sponsored by Vanguard: https://advisors.vanguard.com/engagement/fixed-income

Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this new episode of The Morning Filter podcast, co-hosts Dave Sekera and Sarah Hansen cover why the stock market has been resilient even as interest rates continue to rise in the United States and abroad.

They look ahead to inflation data and big bank earnings next week. They cover what to watch for in ASML’s upcoming earnings report, and discuss why Morningstar raised its fair value estimate on chipmaker Marvell to $360.

They answer a viewer’s question about the barbell strategy as it relates to undervalued tech stocks, and dig into Dave’s list of five stocks to sell for tax-loss harvesting.

Episode Highlights

• Why have stocks been resilient even as interest rates rise, and what’s going on in the Treasury market?
• What new inflation data will mean for the Federal Reserve.
• What to watch when big banks including JPMorgan JMP, Bank of America BAC, Goldman Sachs GS and more report earnings.
• Chip stocks: What ASML’s ASML earnings report could reveal about the state of the semiconductor industry, and why we raised our fair value estimate for Marvell MRVL.
• How to use a barbell strategy when big tech looks undervalued.
• Sell these stocks for tax-loss harvesting.

Read about topics from this episode.

Q4 2026 Stock Market Outlook: Individual Stock Selection Looks Increasingly Important

Read Dave’s complete archive.

Got a question for Dave? Send it to themorningfilter@morningstar.com.

Follow Dave Sekera on X (@MstarMarkets) and on LinkedIn (Dave Sekera) to subscribe to his weekly newsletter and keep up to date with his latest research. Follow Morningstar on Facebook (MorningstarInc), X (@MorningstarInc), Instagram (MorningstarInc) and LinkedIn (Morningstar).

If you would like more information about any of the stocks Dave talked about today, you can visit https://www.morningstar.com/ for more details. Subscribe to The Morning Filter to get notified when we post next.

This episode is sponsored by Vanguard: https://advisors.vanguard.com/engagement/fixed-income

Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this new episode of The Morning Filter podcast, co-hosts Dave Sekera and Susan Dziubinski recap September’s market activity and discuss what types of stocks to invest in—and avoid—heading into October. Tune in to find out which earnings reports to watch for this week and why Morningstar cut its fair value estimate on Micron Technology by $150 after earnings.

They share new Morningstar research about McCormick and Carnival and answer viewer questions about former stock pick Clorox. They close the show with three stocks to sell and three stocks to buy in October.

Episode Highlights

• September’s stock market recap: It could’ve been worse
• What to invest in—and what to avoid—in October
• Whether Constellation Brands’ STZ stock could pop after earnings this week
• What drove Morningstar’s big fair value estimate cut on Micron Technology MU,
• Whether McCormick MKC or Carnival CCL look like stocks to buy after reporting
• An update on former stock pick Clorox CLX
• Stocks to sell and stocks to buy for the new month

Read about topics from this episode.

Bonus episode: Why Broadcom Stock Is Worth $650

Read Dave’s complete archive.

Got a question for Dave? Send it to themorningfilter@morningstar.com.

Follow Dave Sekera on X (@MstarMarkets) and on LinkedIn (Dave Sekera) to subscribe to his weekly newsletter and keep up to date with his latest research. Follow Morningstar on Facebook (MorningstarInc), X (@MorningstarInc), Instagram (MorningstarInc) and LinkedIn (Morningstar).

If you would like more information about any of the stocks Dave talked about today, you can visit https://www.morningstar.com/ for more details. Subscribe to The Morning Filter to get notified when we post next.

This episode is sponsored by Vanguard: https://advisors.vanguard.com/engagement/fixed-income

Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this new episode of The Morning Filter podcast, co-hosts Dave Sekera and Susan Dziubinski weigh the impact that rising yields and lower oil prices had on the stock market last week. They look ahead to this week’s inflation and jobs reports, and cover what to watch for in the earnings reports from triple-digit-club member Micron Technology as well as Nike and McCormick. They share key takeaways from Costco’s COST and Darden Restaurants’ DRI results. And they provide updates on former stock picks Lennar and Berkshire Hathaway; tune in to find out which of the two is the better stock to buy today.

Hear what they think about the entertainment industry as an investment idea. They close the show with several stocks to buy that still look undervalued even after their recent rallies.

Episode Highlights

• Is it time to worry about Treasury bond yields?
• Which economic reports to watch this week.
• Can Micron Technology’s MU momentum continue?
• Nike NKE and McCormick MKC: Is either beleaguered stock worth buying before earnings?
• Berkshire Hathaway’s BRK.A BRK.B big investment in Lennar LEN and which stock is the better buy today.
• Our take on the entertainment industry.
• Four stocks that are up a ton that have more room to run.

Read about topics from this episode.

September Stock Market Outlook: How to Position Your Portfolio During a Risky Stage

Read Dave’s complete archive.

Got a question for Dave? Send it to themorningfilter@morningstar.com.

Follow Dave Sekera on X (@MstarMarkets) and on LinkedIn (Dave Sekera) to subscribe to his weekly newsletter and keep up to date with his latest research. Follow Morningstar on Facebook (MorningstarInc), X (@MorningstarInc), Instagram (MorningstarInc) and LinkedIn (Morningstar).

If you would like more information about any of the stocks Dave talked about today, you can visit https://www.morningstar.com/ for more details. Subscribe to The Morning Filter to get notified when we post next.

This episode is sponsored by Vanguard: https://advisors.vanguard.com/engagement/fixed-income

Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this bonus episode of The Morning Filter podcast, co-host Dave Sekera sits down with senior analyst William Kerwin to talk about Broadcom. They unpack the company’s three key business buckets—XPUs, networking chips, and software—and break down the company’s relationships with major customers like Alphabet, Anthropic, OpenAI, and Meta Platforms META. They also discuss the mix shift of AI spending over time, what that shift will mean for Broadcom’s business, and how Broadcom stacks up against its competitors.

Tune in to hear Morningstar’s forecasts for Broadcom’s revenue, earnings, cash flow, and margins, why we think Broadcom will maintain its wide Morningstar Economic Moat Rating despite the changing AI landscape, key assumptions behind our $650 fair value estimate, and why we believe the stock is underappreciated in the market.

Episode Highlights

0:00:00 Welcome

00:02:47 Broadcom’s AVGO key business lines.

00:05:50 XPUs, GPUs, TPUs: What’s the difference?

00:12:54 Where the relationship with Alphabet GOOGL may be headed—and what it could mean for Broadcom’s future.

00:14:26 Who Broadcom’s competitors are today and what threat they pose.

00:22:14 The potential impact of artificial intelligence regulation.

00:23:01 Morningstar’s forecasts for Broadcom’s revenue, earnings, and profit margins.

Read about topics from this episode.

Broadcom Stock Fell 3% After Earnings Despite Immense AI Chip Demand

Check out more research from William Kerwin.

Got a question for Dave? Send it to themorningfilter@morningstar.com.

Follow Dave Sekera on X (@MstarMarkets) and on LinkedIn (Dave Sekera) to subscribe to his weekly newsletter and keep up to date with his latest research. Follow Morningstar on Facebook (MorningstarInc), X (@MorningstarInc), Instagram (MorningstarInc) and LinkedIn (Morningstar).

If you would like more information about any of the stocks Dave talked about today, you can visit https://www.morningstar.com/ for more details. Subscribe to The Morning Filter to get notified when we post next.

This episode is sponsored by Vanguard: https://advisors.vanguard.com/engagement/fixed-income

Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this new episode of The Morning Filter podcast, co-hosts Dave Sekera and Susan Dziubinski discuss last week’s market highlights, including the Fed’s interest-rate hike and the 10-year Treasury yield’s push above 5%, and debate how much longer the current bout of market uncertainty may last. They explain why to keep an eye on Costco and Darden Restaurants this week. And they review several former stock picks after earnings and reveal which remain stocks to buy today.

Tune in for a deeper dive into one of last week’s stock picks, Tesla. The show wraps with a few quality stocks to buy on recent weakness.

Episode Highlights

• What mattered in the market last week
• Earnings to have on radar: Costco COST and Darden Restaurants DRI
• Which of these stock picks we still like today and which ones may be value traps: Lennar LEN, RH RH, Veeva Systems VEEV, CNH Industrial CNH, Northrop Grumman NOC, Hasbro HAS, Scotts Miracle Gro SMG
• How we’re thinking about Tesla TSLA as an investment today
• High-quality stocks that’ve pulled back and now look attractive

Read about topics from this episode.

September Stock Market Outlook: How to Position Your Portfolio During a Risky Stage

Read Dave’s complete archive.

Got a question for Dave? Send it to themorningfilter@morningstar.com.

Follow Dave Sekera on X (@MstarMarkets) and on LinkedIn (Dave Sekera) to subscribe to his weekly newsletter and keep up to date with his latest research. Follow Morningstar on Facebook (MorningstarInc), X (@MorningstarInc), Instagram (MorningstarInc) and LinkedIn (Morningstar).

If you would like more information about any of the stocks Dave talked about today, you can visit https://www.morningstar.com/ for more details. Subscribe to The Morning Filter to get notified when we post next.

This episode is sponsored by Vanguard: https://advisors.vanguard.com/engagement/fixed-income

Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this new episode of The Morning Filter podcast, co-hosts Dave Sekera and Susan Dziubinski discuss whether the market is really undervalued and what risks investors need to keep on radar. They preview this week’s Fed meeting and some key earnings, too. Tune in to find out if cybersecurity’s Palo Alto Networks or Zscaler are buys after earnings, what to make of Ciena’s CIEN stock slump, and whether Medtronic and Amphenol remain stock picks after their recent rallies.

They answer a viewer question about the pros and cons of American Depositary Receipts (ADRs) as a way to invest internationally. The episode wraps up with seven undervalued mega-cap stocks to buy.

Episode Highlights

• What today’s concentrated market undervaluation is telling investors and the risks to monitor
• Expectations for this week’s Fed meeting
• Whether cybersecurity stocks Palo Alto Networks PANW and Zscaler ZS look attractive after earnings
• Unpacking good and bad news from former stock picks Medtronic MDT, Campbell’s CPB, Amphenol APH, and Lululemon LULU
• What ADRs are and how they work
• Mega-cap stocks to buy that look undervalued

Read about topics from this episode.

September Stock Market Outlook: How to Position Your Portfolio During a Risky Stage

Read Dave’s complete archive.

Got a question for Dave? Send it to themorningfilter@morningstar.com.

Follow Dave Sekera on X (@MstarMarkets) and on LinkedIn (Dave Sekera) to subscribe to his weekly newsletter and keep up to date with his latest research. Follow Morningstar on Facebook (MorningstarInc), X (@MorningstarInc), Instagram (MorningstarInc) and LinkedIn (Morningstar).

If you would like more information about any of the stocks Dave talked about today, you can visit https://www.morningstar.com/ for more details. Subscribe to The Morning Filter to get notified when we post next.

This episode is sponsored by Vanguard: https://advisors.vanguard.com/engagement/fixed-income

Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Plus, whether Nvidia, Marvell Technology or Salesforce look attractive after earnings.

In this new episode of The Morning Filter podcast, co-hosts Dave Sekera and Susan Dziubinski share what really mattered in the market last week (hint: Nvidia). They give an update on the prospects of cybersecurity stocks after Okta OKTA and CrowdStrike CRWD put up great results and before Zscaler ZS and Palo Alto Networks PANW report this week.

Tune in find out what to watch for in the earnings from Broadcom AVGO and Lululemon LULU and whether Nvidia, Salesforce CRM or Marvell Technology MRVL look like stocks to buy after earnings. They close the show with sectors and stocks to buy and avoid in September.

Episode Highlights

Why Nvidia’s NVDA results were so important

Whether cybersecurity stocks still look attractive after their recent run-up

What economic and earnings reports to keep on your radar this week

Which technology stocks look attractive after earnings

Should investors throw in the towel on The Trade Desk TTD?

The sectors that have historically done well—and not so well—in September

Stocks to buy and sell for the month ahead

Read about topics from this episode.

Where the Stock Market May Be Heading Next and What to Buy Now

Read Dave’s complete archive.

Got a question for Dave? Send it to themorningfilter@morningstar.com.

Follow Dave Sekera on X (@MstarMarkets) and on LinkedIn (Dave Sekera) to subscribe to his weekly newsletter and keep up to date with his latest research. Follow Morningstar on Facebook (MorningstarInc), X (@MorningstarInc), Instagram (MorningstarInc) and LinkedIn (Morningstar).

If you would like more information about any of the stocks Dave talked about today, you can visit https://www.morningstar.com/for more details. Subscribe to The Morning Filter to get notified when we post next.

This episode is sponsored by Vanguard: https://advisors.vanguard.com/engagement/fixed-income

Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this new episode of The Morning Filter podcast, co-hosts Dave Sekera and Susan Dziubinski discuss last week’s market activity and what to make of the surging yield on the 30-year Treasury bond. They cover what to watch for in the earnings reports from Nvidia, Marvell Technology, and Salesforce CRM. Tune in to find out whether Home Depot, Lowe’s, Target or Walmart look like stocks to buy after earnings.

They explain why it’s better to rent some stocks rather than buy them for the long term and discuss what qualities to-rent stocks often share. They close the show with a handful of undervalued stock picks that make good rentals today.

Episode Highlights

The yield on the 30-year Treasury bond hit 19 year highs last week. Here’s what that may mean for investors

Next week’s PCE numbers and the Federal Reserve’s next move

Things to watch for in Nvidia’s NVDA earnings report this week

Will Marvell Technology MRVL continue to soar after earnings?

Which stock is the better buy after reporting: Home Depot HD or Lowe’s LOW?

Whether we raised our fair value estimate on Target TGT or Walmart WMT

Stocks to rent vs. stocks to buy: What’s the difference?

Stock picks: cheap stocks to rent

Read about topics from this episode.

Where the Stock Market May Be Heading Next and What to Buy Now

Read Dave’s complete archive.

Got a question for Dave? Send it to themorningfilter@morningstar.com.

Follow Dave Sekera on X (@MstarMarkets) and on LinkedIn (Dave Sekera) to subscribe to his weekly newsletter and keep up to date with his latest research. Follow Morningstar on Facebook (MorningstarInc), X (@MorningstarInc), Instagram (MorningstarInc) and LinkedIn (Morningstar).

If you would like more information about any of the stocks Dave talked about today, you can visit https://www.morningstar.com/ for more details. Subscribe to The Morning Filter to get notified when we post next.

Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this new episode of The Morning Filter podcast, co-hosts Dave Sekera and Susan Dziubinski discuss August’s market activity and weigh what last week’s encouraging inflation numbers may mean for the Fed’s next move. They cover what to watch for in the earnings reports from Walmart WMT, Target TGT, Home Depot HD, Lowe’s LOW and other retailers this week. Tune in to find out whether Cisco or Applied Materials looks attractive after earnings, if Nebius Group is overvalued after a fair value increase, and why we continue to like On Holding.

They welcome special guest Dan Lefkovitz from Morningstar Indexes, who covers the pros and cons of various income investments today, including core bonds, dividend stocks, MLPs, high-yield bonds, REITs, and others. They wrap the episode with four income investment to buy that look undervalued today.

Episode Highlights

The factors driving stock market performance in August

What to watch for in retail earnings this week

Whether Cisco CSCO or Applied Materials AMAT are buys after earnings—and whether Nebius Group NBIS is still a sell

Why it’s time to double down on On Holding ONON

The ins and outs of stop loss orders

Dividend stocks vs. MLPs vs. REITs: where to invest for income today.

Overlooked stocks to invest in for income

Read about topics from this episode.

Where the Stock Market May Be Heading Next and What to Buy Now

Dan Lefkovitz: Where to Find Income in Today’s Market

Read Dave’s complete archive.

Got a question for Dave? Send it to themorningfilter@morningstar.com.

Follow Dave Sekera on X (@MstarMarkets) and on LinkedIn (Dave Sekera) to subscribe to his weekly newsletter and keep up to date with his latest research. Follow Morningstar on Facebook (MorningstarInc), X (@MorningstarInc), Instagram (MorningstarInc) and LinkedIn (Morningstar).

If you would like more information about any of the stocks Dave talked about today, you can visit https://www.morningstar.com/ for more details. Subscribe to The Morning Filter to get notified when we post next.

Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this new episode of The Morning Filter podcast, co-hosts Dave Sekera and Susan Dziubinski discuss last week’s market activity and why investors should continue to monitor the Japanese yen. Special guest and Morningstar Europe market strategist Michael Field covers why European equities are lagging US stocks this year, which sectors and stocks in the region look most attractive, and what risks US investors who want to invest in international stocks should watch out for.

Sekera and Dziubinski reveal whether Advanced Micro Devices, Palantir and Clorox remain stock picks after earnings and if SanDisk and Western Digital still look pricey after their post-earnings pullbacks. They wrap the show with three overvalued stocks to sell this month and three undervalued stocks to buy instead.

Episode Highlights

00:00:00 Welcome

00:01:20 The drivers behind last week’s market activity

00:02:25 What the U.S. supporting the Japanese Yen means for investors

00:06:40 Why European stocks are lagging U.S. stocks this year and where the opportunities are today

00:20:24 Unpacking SpaceX’s SPCX results and stock movement

00:24:43 Which of these stocks look like buys post-earnings: Advanced Micro Devices AMD, Palantir PLTR, SanDisk SNDK, or Western Digital WDC

00:31:29 Clorox CLX: Still a pick after earnings?

00:33:42 Stocks to sell and stocks to buy this month

Read about topics from this episode.

Where the Stock Market May Be Heading Next and What to Buy Now

Q3 Stock Market Outlook: Investors Face Balanced Risks, Selective Opportunities

Read Dave’s complete archive

Got a question for Dave? Send it to themorningfilter@morningstar.com.

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If you would like more information about any of the stocks Dave talked about today, you can visit Morningstar.com for more details. Subscribe to The Morning Filter to get notified when we post next.

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In this new episode of The Morning Filter podcast, host Susan Dziubinski covers the key takeaways from last week’s Fed meeting (and hint, there weren’t many). It will probably be another volatile week for SpaceX stock—and earnings aren’t the only reason why. This week we’ll also get earnings reports and forecasts from a few members of the triple digit club, including Advanced Micro Devices AMD, SanDisk SNDK and Western Digital WDC.

Dziubinski discusses what Morningstar’s analysts thought of the latest earnings reports from Microsoft, Meta Platforms, Amazon.com, Apple and Seagate Technology STX; tune in to find out which stocks in the group experienced fair value changes. The show wraps with a handful of stocks to buy after earnings.

Episode Highlights

The Fed’s next move is...unclear.

SpaceX SPCX: Earnings aren’t the only thing to keep an eye on.

What to watch this week: Earnings reports from the Triple Digit Club.

Our take on Microsoft MSFT, Meta Platforms META, Amazon.com AMZN and Apple AAPL after earnings.

Why we like Baker Hughes BKR.

5 undervalued stocks to double down on after earnings.

Read about topics from this episode.

Read Dave’s complete archive.

Q3 Stock Market Outlook: Investors Face Balanced Risks, Selective Opportunities

5 Charts on What to Watch in SpaceX Earnings

Got a question for Dave? Send it to themorningfilter@morningstar.com.

Follow Dave Sekera on X (@MstarMarkets) and on LinkedIn (Dave Sekera) to subscribe to his weekly newsletter and keep up to date with his latest research. Follow Morningstar on Facebook (MorningstarInc), X (@MorningstarInc), Instagram (MorningstarInc) and LinkedIn (Morningstar).

If you would like more information about any of the stocks Dave talked about today, you can visit https://www.morningstar.com/ for more details. Subscribe to The Morning Filter to get notified when we post next.

Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this new episode of The Morning Filter podcast, co-hosts Dave Sekera and Susan Dziubinski discuss what today’s oil prices may mean for the economy and the market. They explain why this week’s Fed meeting may be a nonevent and how to think about quarterly earnings reports when you’re investing for the long term. They preview upcoming earnings reports for Microsoft, Meta Platforms, Amazon.com and Apple and debate how long the good times will continue to roll for Seagate Technology STX.

They cover whether Tesla is a buy on its post-earnings pullback, what the key takeaways were from Alphabet’s report, and if the time may be right for ServiceNow’s stock to recover. They explain how to spot stocks that offer growth at a reasonable price (GARP). They close the episode with a handful of GARP stocks to buy.

Episode Highlights

Is it time to worry about oil prices?

Market heavyweights Microsoft MFST, Meta Platforms META, Amazon.com AMZN and Apple AAPL report this week; here’s what to watch for.

Whether Tesla TSLA, Alphabet GOOGL, or Intel INTC are stocks to buy after earnings.

Is the tide about to turn for ServiceNow NOW and other software stocks?

How to find stocks offering growth at a reasonable price.

GARP stocks to buy.

Read about topics from this episode.

Read Dave’s complete archive.

Q3 Stock Market Outlook: Investors Face Balanced Risks, Selective Opportunities

Bonus Episode: Where the Stock Market May Be Heading Next and What to Buy Now

Got a question for Dave? Send it to themorningfilter@morningstar.com.

Follow Dave Sekera on X (@MstarMarkets) and on LinkedIn (Dave Sekera) to subscribe to his weekly newsletter and keep up to date with his latest research. Follow Morningstar on Facebook (MorningstarInc), X (@MorningstarInc), Instagram (MorningstarInc) and LinkedIn (Morningstar).

If you would like more information about any of the stocks Dave talked about today, you can visit https://www.morningstar.com/for more details. Subscribe to The Morning Filter to get notified when we post next.

Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this bonus episode of The Morning Filter podcast, co-hosts Dave Sekera and Susan Dziubinski are joined by Morningstar chief economist Preston Caldwell. They discuss their market and economic outlooks for the remainder of 2026. Tune in to find out what drove first half performance and what second half risks to watch out for. Small cap stocks continue to look attractive from a valuation perspective even after their recent run-up, but what sectors are undervalued today?

They unpack expectations for economic growth, inflation, and interest rates for the remainder of 2026 and discuss what impact AI is having on various parts of the economy. They close talking about bonds and whether the worst is behind the private credit market.

Episode Highlights

• A first half performance recap and whether the US stock market looks overvalued today.
• The second-half risks to watch out for.
• Which sectors, styles, and market caps look undervalued—and which look overpriced.
• Morningstar’s updated list of analyst picks.
• Morningstar’s US economic outlook for the remainder of 2026.
• Bond market matters: Is taking on credit risk a smart move today?

Read about topics from this episode.

Q3 Stock Market Outlook: Investors Face Balanced Risks, Selective Opportunities

What’s Ahead in 2027 and Beyond for Inflation, Fed Rate Cuts, and More

Have an idea for a bonus episode of The Morning Filter? Send it to themorningfilter@morningstar.com.

Follow Dave Sekera on X (@MstarMarkets) and on LinkedIn (Dave Sekera) to subscribe to his weekly newsletter and keep up to date with his latest research. Follow Morningstar on Facebook (MorningstarInc), X (@MorningstarInc), Instagram (MorningstarInc) and LinkedIn (Morningstar).

Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this new episode of The Morning Filter podcast, co-hosts Dave Sekera and Susan Dziubinski discuss what last week’s better-than-expected inflation readings may mean for Fed policy this year. They preview earnings for Alphabet, Tesla, and Intel, and explain why to keep an eye out for results from Charles Schwab SCHW and Blackstone BX, too. They unpack results from Taiwan Semiconductor and AMSL, discuss the huge selloffs in IBM IBM and SpaceX, and cover PayPal’s PYPL potential buyout.

Tune in to find out if a growth-and-value barbell is still the best way to structure a portfolio of stocks today. They close with undervalued stock picks that are neither value nor growth but a blend of the two.

Episode Highlights

Will cooling inflation affect the June Fed decision?

Market heavyweights Alphabet GOOGL, Tesla TSLA and Intel INTC report this week; here’s what to watch for.

Highlights from big bank earnings.

Whether Taiwan Semiconductor TSM and ASML ASML are attractive investments after earnings.

What to make of SpaceX SPCX after its fall.

Undervalued stocks to buy that are a little bit growth and a little bit value, too.

Read about topics from this episode.

Read Dave’s complete archive.

Q3 Stock Market Outlook: Investors Face Balanced Risks, Selective Opportunities

Bonus Episode: Top 10 Dividend Stocks to Buy in 2026

Got a question for Dave? Send it to themorningfilter@morningstar.com.

Follow Dave Sekera on X (@MstarMarkets) and on LinkedIn (Dave Sekera) to subscribe to his weekly newsletter and keep up to date with his latest research. Follow Morningstar on Facebook (MorningstarInc), X (@MorningstarInc), Instagram (MorningstarInc) and LinkedIn (Morningstar).

If you would like more information about any of the stocks Dave talked about today, you can visit https://www.morningstar.com/ for more details. Subscribe to The Morning Filter to get notified when we post next.

Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this bonus episode of The Morning Filter podcast, co-hosts Dave Sekera and Susan Dziubinski talk dividend stock investing. They unpack the performance of dividend stocks during the first half of 2026, including how the performance of dividend stocks stacked up against that of the broad market and which sectors drove the performance.

They also suggest how income investors can screen for dividend stocks, focusing on key metrics like valuation and competitive advantages, not just high yield. They close with 10 dividend stock picks to invest in today.

Episode Highlights

00:00:00 Welcome

00:01:48 Dividend Stock Performance in 2026

00:05:30 Screening for Dividend Stocks

00:07:07 10 Undervalued Dividend Stocks

Read about topics from this episode.

How to Strengthen Your Income Portfolio

Should You Reinvest Dividends? Not Always

10 Top-Performing Dividend Stocks

Got a question for Dave? Send it to themorningfilter@morningstar.com.

Follow Dave Sekera on X (@MstarMarkets) and on LinkedIn (Dave Sekera) to subscribe to his weekly newsletter and keep up to date with his latest research. Follow Morningstar on Facebook (MorningstarInc), X (@MorningstarInc), Instagram (MorningstarInc) and LinkedIn (Morningstar).

If you would like more information about any of the stocks Dave talked about today, you can visit https://www.morningstar.com/ for more details. Subscribe to The Morning Filter to get notified when we post next.

Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this new episode of The Morning Filter podcast, co-hosts Dave Sekera and Susan Dziubinski discuss which economic reports to watch this week. Earnings season kicks off with the big banks reporting; tune in to find out what to listen for. Both ASML ASML and Taiwan Semiconductor TSM report this week, too, providing investors with an early read into what to expect from semiconductor and AI companies in the weeks ahead. They cover whether Johnson & Johnson JNJ stock is attractive ahead of earnings and if Nike’s stock is a buy after.

They unpack what Meta Platforms’ move to rent excess AI compute capacity to external customers may be suggesting more broadly and they tackle an audience question about Verizon Communications. They wrap up with a list of undervalued high-conviction stocks to buy this quarter.

Episode Highlights

What to expect in this week’s inflation reports

Earnings season kicks off with the big banks: Here’s what to watch for

Which non-bank earnings reports to have on radar

Our take on stocks in the news including Nike NKE, Meta Platforms META, and Comcast CMCSA

Will SpaceX SPCX eat Verizon Communications’ VZ lunch?

Undervalued stocks we like a lot

Read about topics from this episode.

Q3 Stock Market Outlook: Investors Face Balanced Risks, Selective Opportunities

Read Dave’s complete archive.

Got a question for Dave? Send it to themorningfilter@morningstar.com.

Follow Dave Sekera on X (@MstarMarkets) and on LinkedIn (Dave Sekera) to subscribe to his weekly newsletter and keep up to date with his latest research. Follow Morningstar on Facebook (MorningstarInc), X (@MorningstarInc), Instagram (MorningstarInc) and LinkedIn (Morningstar).

If you would like more information about any of the stocks Dave talked about today, you can visit https://www.morningstar.com/ for more details. Subscribe to The Morning Filter to get notified when we post next.

Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.