#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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Always live these. It’s actually the parts before the stock picks that can be more revealing. Great insights there.
salesforce is just a smoke and mirrors company – nothing relevant comes out of it.
Just display the ticker names as u speak..
Stock to sell: Citi, EBAY
Stock to Buy: GOOGL, Salesforce, VTR
I'm retired at 59, went from Grace to Grace. This video here reminds me of my transformation from a nobody to good home, honest husband and 35k biweekly and a good daughter full of love..
I watch these often and appreciate them!
I was looking at some housing developments for seniors, because noises bother me, but when those homes are resold, I wouldn't think they would get nearly as much, because eventually the demand just won't be as high, right? It eliminates all the people with children as buyers, for example.
Done the courses, read the books, joined webinars… still getting tested by this market. Looking for real traders who teach live, not just talk about it.