#StockstoSell #StockstoBuy #NvidiaStock
Plus, our take on the quarterly results from technology heavyweights.
On this week’s episode of The Morning Filter, Dave Sekera and Susan Dziubinski parse Federal Reserve chairman Jerome Powell’s post-meeting comments and discuss whether the Fed will cut interest rates again in December. They also explain why it matters that the market cap of Nvidia NVDA hit $5 trillion. They’re watching the earnings reports from Advanced Micro Devices AMD, Qualcomm QCOM, and Fortinet FTNT this week; watch to find out what to listen for.
They unpack the latest earnings reports and forecasts from tech and tech-related heavyweights Microsoft MSFT, Meta Platforms META, Alphabet GOOGL, Amazon.com AMZN and Apple AAPL and explain which of the stocks look most attractive today. They wrap up with some overvalued stocks to sell this month and an a few undervalued stocks to buy instead.
Episode Highlights
NVDA’s Latest Milestone
01:52 NVDA’s Latest Milestone
06:02 Earnings Watch: AMD, QCOM, More
11:09 Tech Titan Earnings: Takeaways
30:36 Stocks to Buy and Sell This Month
Q4 2025 Stock Market Outlook: No Margin for Error https://www.morningstar.com/markets/q4-2025-stock-market-outlook-no-margin-error
Got a question for Dave? Send it to [email protected].
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Viewers who’d like more information about any of the stocks Dave talked about today can visit Morningstar.com for more details.
Read more from Susan and Dave:
Susan Dziubinski https://www.morningstar.com/people/susan-dziubinski
Dave Sekera https://www.morningstar.com/people/david-sekera
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Sell- Citigroup, PGR, eBay
Buys- Googl, CRM, VTR
Thank you as always. Greatly appreciated
Stock picks and pans @ 31:40.
Sell… Citigroup (C), Progressive (PGR), eBay (EBAY)
Buy… Alphabet (GOOGL), Salesforce (CRM), Ventas Inc (VTR)
You nailed it on Freshpet. It is rising after earnings.
Would love to hear Dave’s thoughts on Hershey.
FMC?????
At 69, I stepped into retirement. With $15K biweekly income, and my family's encouragement, the dream I once envisioned became reality.
As Dave speaks about Meta's mega power plant, it would be nice to see some (a few) images of these companies as well as stock profiles… Nothing fancy, just a little bit of color and infographics…
Hello guys 😊 thanks you for the informative video ❤
Better put some pocket change in Sam Altmans “Worldcoin” its like buying bitcoin when it was still pennystocks. Dont miss the moneytrain again. Life does not give many second chances 😊